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.
some insiders may jackpot in a technical default (e.g., budget ceiling raise known not to pass).
"...credit default swaps...The cost to insure against a default of the U.S. government in the next five years has risen to 54 basis points in recent mo…
i wonder if trump soon causes another disaster via retaliation\chaos in the realm of small investor predictability for rules on 'foreign tax treaties'.
after all, the phrase contains at least 2 of his most despised words.
on a related note, some …
woe be the group getting between trump and his 1-on-1 tariff reduction bribes.
now he has to fall back on a few hundred other grifts :
https://www.bloomberg.com/features/2025-trump-family-presidency-wealth/
without bribes, its clear to all but china that 10% tariffs is now benchmark par, based on trump's recent quote if nothing else :
“I’m not looking for a deal. We’ve set the deal — it’s at 50 percent.”
mark,
in 2024 i shifted prwcx->prcfx in all family tax deferred accts.
Giroux, who is no slouch in multi-asset, has high praise for shuggi's risk adjusted fixed income skills.
seems like a good combo even if you find a better bond manager, becau…
larryB,
many of us long for the day, but consider Prof. Peter Atwater in 2025, for the first time, states that geographies and leaders (i.e., macropolitics) should be the first priority in investing, displacing the traditional top 3 (valuation, se…
although trump would happily take credit for the ~200 years of american exceptionalism, and MAGA would grant it to him, i was simply repeating the 'logic' used by the gop during the prior credit downgrade and notably absent this time around.
too su…
everyone is doing polite today! will join in....
i don't disagree with gop of 2011 regarding most recent credit downgrade, in particular "...has destroyed the credit rating of the United States through his failed economic policies...".
not blaming trump? responses from congress on us debt receiving credit rating cut :
"...inept when it comes to creating the conditions or job creation and economic growth.."
“out-of-control spending and a lack of leadership in Washington, [the c…
yes, crypto crime utility has many years of growth ahead, boosted with support by politicians and traditional institutions that want a cut of transactions..
criminal 'B2B' volume dwarfs all other activity, and probably most nations' currency.
despite coming off a bit scary, all interviews from derek scissors are shockingly direct (and compelling).
completely the opposite of every other spin-heavy conservative source.
am tempted to setup a web alert for any new clips.
not exactly the ty…
some great takes on tariffs, will larger implications regarding the gop in entirety :
tariffs as part of the costliest entertainment bundle ever subscribed by americans, no strategy needed :
https://kyla.substack.com/p/wweconomics-kayfabe-and-the-…
well, both gamblers and investors can avail themselves to certain kinds of help.
but there's the rub ; they gotta want it.
but when you have enough and can preserve it, it doesnt matter much which way you lean.
am pretty much at the same net worth…
(knowing when one has enough is a superpower; allowing rational determinism to weigh risk, letting forecasters and technical voodoo do their thing)
DAVID EINHORN: "Regardless of where trade policy eventually settles, it is contributing to the grow…
once again, only insiders seem notified on any actual 'progress' before market open.
pls send my invite to signal whitehouse tariff chat group at
MeMeMe@liberate_grift.org
i would say there are legitimate functions for PE and especially PC as governments seem unwilling and unable to singly handle neither the number nor size of 'critical' projects where economic demand is plausible.
and so this is an avenue for smalle…
every 1-on-1 negotiation meeting exists to serve corruption and publicity, so there is only the highly predictable left to say after some ~100 new EOs on trade :
[trump] told reporters he would look at specific industry requests for exemptions.
Bu…
i.e., trump is telling big3 its time to cough up again...and offer that F150 special edition in mascara orange by trumpcoin only.
https://fr8technologies.com/press-release/freight-technologies-secures-up-to-usd-20-million-to-create-an-official-tru…
this is why i am so shocked when i read something sensible...but now realize it may happen only if non-political.
no goalpost has been moved further then the perpetual golden age of the post-election trump bump.
i admit to being puzzled why the m…
...WVB All Markets is an interval fund (also known as a continuously offered closed-end fund). It looks and acts much like a mutual fund, but with one key difference: you can only sell it quarterly—maybe.
Like a mutual fund, you’ll be able to purcha…
despite having lived in california, i ran\run into a lot of apple cultists unable anymore, or too lazy, to learn how to use a different system.
china seems to be an exception where the majority rapidly switch to any (allowed) tech deemed superior. …
exclusively linux for personal use since 2014, would never return to mac nor windows.
irl preferred post-covid vaccine, so have been a voice\text minimalist. android obs is annoying, but have not plunged into an android for open source swap.
lipsky summary :
despite flaws that could be tweaked via allies, globalism's result was an unprecedented ~7 decades of prosperity and relative peace, with america at the top of the list.
if the gfc was the thin edge of the wedge against globalism…
"Separating business from politics is akin to believing that fish swim independent of the water’s current. America’s toxic uncertainty is urging capital to look elsewhere."
scott galloway 2025
back2subject:
it appears 'useless' non-party career staff responsible for contractual language and legals no longer exist, so unclear what fox news will wave around as proof of deals.
safer assumption may be other sides are not expecting complia…
Stillers,
u just said 'What investment analysis method(s) do you use and how's that all working out for you?"!!
before "I'm not sure what most of the rest of your post has to do with the discussion"!!
nevermind, we are in some ways, in closer galax…
you are referring to the winning Ren.tech fund...the one of several, but never open to the public?
i guess no one else had the, uh, capex nor intellectual capacity. :)
