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.
ran across this post on tariffs and business uncertainty; so simple AND brief that even some MAGA may be able to grok it.
https://brianlangis.wordpress.com/2025/03/04/on-tariffs/
we all know capitalism is extremely adaptable, and the shortest path…
instead of feeding the troll, let's find common ground.
we are equally amused at the heap of pain on lower income MAGA, despite no chance they are capable of attributing any of it to the gop or trump (as shown by trump re-election...where are all t…
no one seems to be pointing to the simplest reason for a coerced sale of foreign assets to american billionaires.
was fink forced to do this? is mnuchin being forced to bid for tiktok?
cronyism first, any benefit to america in general are coinciden…
FWIW, trump has a history of backing away from china tariffs, and dinging friendshoring nations once measuring the net effect of retributive tariffs. in the past, canada and mexico used to just accept it was the cost of being friends with america …
saving more relative to income does not mean they (the least wealthy) have maintained or improved purchasing power...the thesis is that more robust\complex (e.g., equity) investing is needed to have a shot at that, but its less likely to happen.
to…
why does anyone believe trump will be held accountable? this is year 5 of MAGA swallowing any deflected blame, and if some local gop shills take the heat, no biggie.
trump has yet to even use musk's 'oops, i'll fix it', which will buy a few extra…
uh, no. and not sure how m* is involved for jpm access.
https://am.jpmorgan.com/us/en/asset-management/adv/products/undiscovered-managers-behavioral-value-fund-a-904504495#
(sorry, no diet preferences in 'this most important overview' thread)
the politico article seems like pretentious nothingburger to get the rightwing agitated.
dont like gov stats , such as on inflation? do some work, there have been independent tr…
this seems like pretentious nothingburger to get the rightwing agitated.
dont like gov stats like inflation? do some work, there have been independent trackers around for a long time, and what's more, they dont hide behind opaque proprietary nonse…
i personally agree, but this is ultimately an investing forum.
and in such, the 2 most hackneyed phrases are :
' i am here to make money'
'i am for anyone\anything that lowers my taxes'
can you believe there exists anti-ESG funds? some people are…
for those interested in whether evidence can help make money on this theme, there are multiple good interviews from perth tolle, founder of the freedom index etf.
of course this is a long-term strategy as regimes tend to move away\towards autocracy…
who would have suspected ayn rand's free market libertarian views were just pseudo-intellectual cover for white collar financial crime (and its re-definition as capitalism) ?
have you ever met MAGA?
anyone affected by trumpistic deeds will be convinced the fault lies elsewhere, and will continue to support the gop on 99 other issues where they are unaffected, or incapable to attribute.
Rosenberg p.2 summary :
relying on same signals that predicted (eventually !) gfc recession. more wary of timing, but ~1-2 yrs.
again, suggests equity in canadian div growers w/long track records.
i would like to mention that vwalx has many criteria i like in a tax-free fund, and have been a longtime holder.
i wish they (wellington) would get rid of the high-yield mandate and had the flexibility to move wider across credit\duration space a…
of course there are other outside managers across all cap sizes, including other largecaps.
seems a bit presumptive to say primecap and wellington dont care bout their fund AUM plunges. where do they say this? its how they get paid.
regardless, …
am not sure i would let vanguard outside active managers off the hook for sticking to the standard mutual fund structure.
vanguard did something no one else had before with a new etf sharing a pool with an existing mutual fund. so outside active m…
yes in 2024, i meant baird strategic, there is no baird select.
other than the high(ish) fees, i was not comfortable with their stake in charter school bonds.
maybe that becomes a "homerun" with no Dept Of Education.
anyways, baird strategic is mor…
gaza CRE will last shorter than a trump trade war ending in status quo.
MAGA already has moved on to next insane plan while sucking down their day 1 egg, car, and home prices.
https://i.redd.it/2d6orm5xzree1.jpeg
again, looking for the MANAGER to choose across 1-8 yr span, not for me to select short vs mid duration fund weights.
value can be added, otherwise why dozens of active options? i suggest reading baird select fund reports.
fidelity also has a good…
good discussion. been having a running chat with charles bolin on regular+timed asset shifts to tax-free options, and have yet to find an attractive low cost active fund with a goal (not mandate) to invest across a wider duration (preferably 1-8 ye…
some arrogance involved.
primecap and wellington had many years to ask vanguard to adopt an etf structure for tax\trading benefits.
the fee declines seem too little, too late for typical active retail buyers.
never could envision a day when van primecap would be begging for flows AND dropping fees.
it's not just their mag7 underweight (which i applaud as it speaks more to risk consistency), but refusal to see the superior tax trading structure of etfs f…
MAGA re-googles, is sure both are 25 bazillion.
in reality, canal pay per use w/out upkeep, and w/out having to support the entire nation of panama to an american std-of-living (even that of missibama) is a bargain.
'fentanyl' obviously polled best among MAGA for a trade war.
runners-up were WASP discrimination in mexico, cold weather exports from canada, and probably proliferation of 'panda express' by china.
seems pretty scientific to say that w/out unbiased data backing you up, it is sexist, racist, etc...
but hey, my bias is that a fox news regulars are unqualified to safely flip my burger, much less run a country.
this crash has absolutely a connection to investing and the economy, its just that MAGA is unable to grok anything simple or causal.
first, consider how much critical freight (by value) is hauled by air, and how much business is done by passenger…
rosenberg takeaway :
- his past models were wrong, in that they did not predict sentiment would move the equity risk premium to zero or negative. (currently 3X historic annual growth, for next 5 years, is priced into valuations)
- many canadian sto…
