Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
here's the thing...only 2 items are of real priority for trump.
1. delay prison until natural causes (most likely will accomplish)
2. grift on the biggest scale possible.
this one is just ramping up in 2026.
the $10b lawsuit against the irs is a s…
fitting that the Melania movie showing was the euthanasia served up to this suffering center.
clearing the way for some old school trump\gop construction grift.
there is also some gatekeeping by corporate HR for plan options, and the corruption (in selection) has been reduced by employee demand for index vehicles. mostly gone are the +2% active fund fee takers, replaced by +1% fee closet indexers.
howeve…
in case anyone else took this seriously (as i did, well within the realm of possibility), this incident seems not true.
DEPENDS for daily uncontrollable verbal excretions remain elusive.
there has never been any asset\commodity\stock where a single 30% drop would not be considered a crash. and nothing such, if considered normal, could survive long.
if one looks at the highest 10yr volatility 'asset' , it is currently bitcoin at ~7…
its clearly marketing, as the etf itself should be analyzed as any other (high fee closet indexer, etc...)
by the way, some groups pay trump marketing rights, and some have paid trump to remove previous marketing rights (most notably in trump-name…
MN residents (any any trump historian) know this is a headfake, see walz atlantic interview and
https://popular.info/p/how-legacy-media-fell-for-trumps
given gun popularity in blue MN , when will citizens that feel threatened act?
despite all thi…
someone tried to explain to genXYZ'ers that gold was like physical crypto.
that cohort didnt know they would also get a bit of free fraud protection...or at least something they can make a run on.
sadly no.
10s of millions of MAGA support trump though any crime\disaster. trump has dismissed all their concerns save for entertainment value, and doesnt need them until prison may again be a real threat.
each blue state is on its own. corpora…
FRDM etf still exists and thriving.
highly commendable process.
https://etfarchitect.com/wp-content/uploads/compliance/etf/press_release/FRDM_Investor_Presentation.pdf
hilarious that perpetually lying MAGA cronies report 2nd-hand apologies to trump as if they are meaningful, while actual binding deals are being executed.
'"Carney, who was very aggressively walking back some of the unfortunate remarks he made at …
PM narratives, especially gold, seem to inflating faster than the online trump grift tracker.
how about the simplest possible explanation?
people all over the world have agreed, by action, that it is inevitable that trump destroys the purchasing…
FYI, often stated he was moving Smead Capital to a red state. all costs ultimately borne by clients.
doesnt seem great again. but i read the quarterly letters, much shorter nowadays.
axiom #0 : assume direct and indirect grift for self, friends, family...save 99% effort for any other explanation.
https://oversightdemocrats.house.gov/trump-family-corruption-tracker?1
that statue, which had permission and was private property, was ordered to be taken down late at night and broken in the process.
unlike other trump pilfers, this will not be found stored at mar-a-lago.
as trump says, where is the judges' army?
another reason scotus verdicts are mostly a trump loyalty test. regardless of how they rule, its only the feared potential impact on individual gop members down the wrung determines the extent compliance i…
there is something amazing regarding posters that have demonstrated no ability to ever differentiate between correlation and causation.
even though they dont invest in equities, they seem to avoid posting on days after the market closes down!
carney speech : A+
carney on tough Q&A : B-
so this is what a leadership sounds like when one actually comprehends the topic.
amazing how far behind america has fallen...is trump even the same species ?
no, the gop damage is not short term, which is 99% the active part of the market.
the passive part , in indexes, still has supply&demand automated 401k flows, propping it up but bringing its own fragility.
plus, the market has adapted to the fa…
actually, research shows that dynamic asset allocation is a better systematic method, but too complex\intensive to execute by individuals. see elm research for more info.
no doubt its an allocation fund drawing on excellent work already being done elsewhere in TRP funds with more focus. the downside ?
despite its small AUM, it cannot put money to work in better small prospects (i.e., smallcap equity) because there …
(from bbc, i recall)
former nato naval commander drew simplest possible line for the the benefit of americans :
- during his decades of service, russia was extremely protective and aggressive regarding passage through its northern waters w/out per…
quick update:
the name was bond. tax-free bond.
smid-duration active tax-free sector has been a great haven from gop chaos so far...low fees via vanguard for me.
since initiating post-election 2024 :
sharpe change +1.
ulcer index cut in half to 0…
it's clear that trump is floating this NOW to check its ratings prior to midterms.
gop voters will need to feel they personally benefited from trump somewhere, rather than just entertainment (grievance+retribution).
its also clear how the banking l…
people often confuse the investor ackman, and the person ackman.
let me confirm it is the same terrible person, because the following are not mutually exclusive :
- making gobs of money with high fees , ripping off minority shareholders via comple…
coming soon, trump sues idiot that appointed powell and kicked halliburton out of VZ when they wanted to stay.
any guesses?
trump is 0 for ~8 so far in his retribution lawsuits.
all this taxpayer funded winning is not making me wealthy.
...and MA…
to be clear, any retreating gop politician criticizing trump\MAGA is a rare outperformer.
compare against the ~dozen gop ditching midterms for 'family time'.
trump constantly invokes Moron doctrine :
Trump asks US oil company's CEO why they left Venezuela, he blames Trump's 2019 sanctions.
by Ashley Paul / Saturday, 10 January 2026
...Trump asked Jeff Miller, CEO of US' largest oilfield services company…
nice higher level change of pace.
america's massive land purchases were firesales triggered by those (napoleon, russia) wanting to fund conquest of europe!
ruben bolling is too good. check how he squeezes in a calvin dream sequence referring to the churning in commander shinsplint's brain.
make a free account on substack in 2026 and support great content anyway you prefer.
https://contrarian.substack…
the media is missing that this inevitability is guaranteed for many more incidents, regardless of midterms. and hey MAGA, its not making me any richer.
consider :
- ICE is trump's SS, and unlike public media, already committed funding cannot be re…
gop :
we might be against it unless trump takes unconstitutional action on his own volition, or for project2025, in which case we back whatever rightwing propaganda that will be manufactured.
