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.
how thick can MAGA be?
has no idea who i was referring to regarding on\off\on tariff time wasting.
at least trump is always on the receiving end when dealing with putin.
bribes are the only reason for 1-on-1 tariff 'negotiations' when dozens-hund…
its unlike mark carney to waste other people's time with on\off\on.... tariff and trade nonsense.
since canada is not looking for bribes, maybe it was on the off-chance someone in the gop would grok that services are part of the trade balance. m…
still along the same lines, but at least this is cheaper than the taxpayer paid immigration ads ...still the highest rated MAGA entertainment from what gop polls show.
this SS email was so critically important, it was the first i (currently am non…
this funding will massively transform ICE into trump's secret police.
ready and willing to violate any law or human rights in the pretense of suspect support of suspected immigrants with suspect passports.
que MAGA applause regardless of how blatan…
what ethos? what cognition?
i asked how he directly made a profit off a $500b taxpayer airstrike.
reply was irrelevant rightwing propaganda.
coming soon : how MAGA hates spending and deficits except this time it will make them rich.
lets test a claim :
american taxpayers coughed up over $500m just for the single day iran raid.
what was your direct IRR?
mine was negative, as am certain for all of us here.
seems canada just realized if not hauling in a bribe, they can be doing actual work rather than engage trump\gop on trade. maybe they will someday have more time for production-free meetings with unreliable promises.
authoritarian BFFs, please shi…
for those in risk off/wealth preservation mode, mkt indicators seem peaking.
thus, am trimming gains+losses in equity where i can, limits are getting bids.
found an unusual amount of agreement from various macro sources. (stonex, zeihan, jpm, poska…
several macro reviewers have stated that roughly 50% of retail traders do not believe trump will escalate beyond an average baseline 10% tariffs, except for china.
i.e., taco hurt his feelings and this time will be different.
so half-taco or delaye…
again, not sure assoc.managers -> co-managers means much for those not being promoted.
but it does mean that giroux is the only common link between prwcx and prfcx.
maybe shuggi also.
how can these MAGA sleazeballs think they can walk into property where a private group pays many millions to rent?
the dodgers leases could make them liable for injury , damage, and dozens of other criminal actions by ice.
as for renting space from…
i became wary of individual preferreds when i noticed what can happen in certain 'corporate actions', usually related to M&A.
there was\is a website screener dedicated to preferreds.
heavy bifurcation, likely to worsen such that blue vs white collar means less.
skilled plumbers, welders, electricians,etc...has been rising steeply for 2 decades.
factory or unskilled workers at the whim of other things...better be on the lucky sid…
good blog, but eddy is assuming behavior derived from typical capital\economic mkt cycles.
he could still be directionally correct, but with far greater number of exceptions due to fiscal policy weight.
there exists some piecemeal research effort t…
@hank
i dont consider barry in the MAGA camp, but unsurprised when some are unconvinced by numbers and what is right in their face. fyi, barry was\is part of the same financial complex he rails against. i have read all of bill's works and strongl…
the most amazing thing regarding barry ritholtz is his ability to get top-of-the-line guests.
there are several exchanges where barry pits his years of investing heuristics against bill's more probabilistic backed approach. it did not appear barry …
w/trump its worse. remember kushner's permanent peace cruise to the middle east?
the one where he was re-convinced by Israel to tank oversight the rest of the world considered reasonable? and bebe wants to convince he has some grand iran strate…
found it. bloomberg energy expert last week suggested going long was a bad idea, and a conflict could provide a chance to short oil. he has an update.
https://www.bloomberg.com/opinion/articles/2025-06-13/an-israel-iran-war-may-not-rattle-the-o…
vanguard mf->etf list only has mf with 'index' in name. probably will be same at others (fidelity 0 fee,...).
what will happen with active mf spawning an etf?
summary, please correct :
- no such thing as etfmf round tripping without tax consequences
- no such thing as etf round tripping without some type of net value loss
- there may be a 1-time mf->etf without above? (this is surprising, as i genera…
i can grant the mkt (correctly?) has priced past a mild recession and inflation is doing its self-regulating thing for the moment.
some posters have a selective love for numbers, but have yet to attribute any to the following :
"When I win, I will…
although 50% of my vanguard posts are not flattering, so far they have run an 'admirable' process in making sure mf holders share the etf class benefits, and not pricing etf share fees less than admiral shares.
see a fiduciary@work!
let me know when these cowards stop the WWE word war and do real tangible damage. what, you ask? plenty of examples.
musk : succeed in his (doge failed) net $2t of budget bill cuts by paying off gop congressmen... or immediately match all fund…
have NEVER been able to find a shuggi interview, but was surprised to hear a few things here :
- would not invest in tsla@95% shareprice cut. uncharacteristic hyberbole; made me quite happy. probably tied to general comments later on ceo\mgmt c…
in general, these niche stealth taxes pass, and are easily escalated. to most citizens, tax brackets and the std deduction are the only 2 they understand enough to care.
sometime 'inheritance tax' has sufficient name recognition, but most american…
