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.
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.
its very simple, anytime trump whines about action against enterprise xyz, it's means MAGA friends&family want their cut directly or via lobby. ya think trump jr. will exit the drone startup because of this?
dont overcomplicate.
3 things you can rely on :
- there is no geostrategic plan despite all the retrospective attempts to explain gop actions
- trump will move on from vz once he gets his cut or things go south
- doge will not provide an estimate on taxpayer military c…
yes, i was waiting for trump to brag about how much HE made on seized tankers.
but the grift is much bigger, as taxpayers (not oil corporates, lobbying and bribes being a pittance) have funded the 'acquisition' of massive foreign reserves.
most of these break a clear rule of primary control : fees
but i have realized how wide 'acceptable' is interpreted in both directions.
( $0 fees for s&p500 index fund is unacceptable to me due to process and underlying holdings)
MAGA tends to simple stories, being the divine undereducated and all that.
but they (and scotus) are unable to grok that grift underlies 99% of trump's actions. so here goes :
https://thedemlabs.org/2026/01/03/venezuela-maduro-trump-grift-oil-res…
considered conspiracy theory a few months ago :
trump's disinterest in asia summit was a tacit agreement to carve-up separate hemispheres with china.
considered conspiracy now :
trump wants to abscond foreign resources while providing nothing to ci…
unless one attempts broad cuts of funding via fed shutdown, nothing changes.
congress and scotus profiles-in-cowardice, via Jennifer Rubin on substack :
"...direct result of a Supreme Court MAGA majority, and Chief Justice John Roberts Jr. specif…
despite the gerrymandering war, there is a lot of positive things at almost any level outside the current trump admin. its too easy to get bogged down only in whether dems will fail again at the executive level.
red-state iowa got the ball rolling…
i hate high fees, but gladly pay prcfx for its wider asset allocation and GARP equity selection.
giroux's data tells him currently not to shift more into intn'l or downcap, so i get those cheaper elsewhere.
i have converted all from prwcx but in one…
we know about the McConnell spats.
but McConnell voted for trump 3 times. in at least 2 of those elections, he publicly rallied to vote full gop.
although not naming trump specifically, i am certain everyone including dementia mitch knew who was r…
yep. i used 'checkers' because it doesnt require any complex scenario vs the gop braintrust.
they have aspirational economic wishes with no ability for a viable strategy nor execution...plus kleptocracy keeps them fairly busy.
https://www.nytimes.…
DoJ celebrates 2026 temp worker hiring boost :
- Are you too dumb or not psychopathic enough for ICE ?
- Can you color within a page frame with a black marker?
- Can you fabricate or purchase some legal-adjacent credentials online?
- Can you cut&am…
its not realistic only 22m affected...my 'never- subsidized' silver plan jumped ~40%.
some on subsidies will drop plans and\or tiers, and insurance will spread that decrease in revenue to ALL others, and use their privilege to raise profits. they c…
@AndyJ
Per daffy Duffy above, even if it were this admin's program, $1.5B doesn't buy much in infrastructure, especially in a country like this one, where so much in that category is aged out or needs to be replaced for health reasons.
the amount …
am by no stretch a china optimist (especially for foreign investors), but they have been playing checkers while the gop have been playing with\for themselves. america has only leveled the field regarding corruption.
am much more optimistic regardi…
"its not you, its me" keeps me from wasting time troubleshooting.
- said in the few days spirit of 2026 optimism
and i have been surprised that they have kept legacy with 99% uptime.
based on a simple calculation, none of these gop supported trump actions made me rich :
cryptoscams, tesla ads, taxpayer funded retribution cases, violent criminal pardons, real estate deals with authoritarian dictators, fisherman strikes, farm an…
trumpedo tells his technofascist supporters to suck energy from any\every source, and china deploys an 'india's-worth' of renewables each year. (not to mention trump probably redirects taxpayer funding for his fusion\social media scam)
i can't ima…
i dont see an overwhelming amount of factors against the typical jan effect.
but it may not last the entire q1 2026.
https://www.mutualfundobserver.com/discuss/discussion/65194/jan-effect-2026#latest
i suspect today's broad dumping of precious met…
checking treasures on the fd1k website, here is what i found since feb 2025 :
what fd1k says he specifically does :
'I’m still about 99% invested in just two bond funds...'
high conviction advice to others during april tariff tantrum :
'Maybe it'…
any chance fd1k wants to offer his best investment choice for 2026?
for someone who doesnt invest in equities , at least he has no consistency whether the mkt index is an indicator of the current or future ECONOMY. comments seem to consistently disa…
kudos to Canadians and Europeans who discovered their own rotgut will do just fine !
if you want to send a real message fast, dont rely on politicians. nothing works like overwhelming consumer action.
not only do trade wars eventually work mostly …
pbs science journalist destroys the manufactured lies by the gop.
windmills are a known STATIC objects on radar and thousands of planes fly near them daily.
whether its stem or consistency in states rights to invest in power for their needs, there…
msf,
thx, but too complex for me.
i may break my rule for dealing with these disliked banks and get 1 new card.
amex most likely to dump...had since college!
msf,
i dont see any credit cards that pay more than 2% cashback on broad non-transient categories.
too many avoid\delay paying in these high rate temporary offers, and it is very stressful wasting time on redress.
(personal experience with amex and…
