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.
Added Artisan's APDPX, unconstrained, to the port. Someone mentioned it a while back; thanks for the tip.
P.S. Anyone in Arnott's All Asset or AA-All Authority these days? Both are doing a decent job YTD. It's been a long time since I thought abou…
The dude is brainwashed from hours of MAGA TV broadcasts and Dump rally propaganda. He doesn't listen to reason, just Fox News and whatever outlets Dump spouts from.
That is the essence of MAGA.
"I will be out for a while".
Take your time. Or will Fox News be taking up your entire day again?
Maybe get back on your meds, too. Although there is only so much that meds can fix.
Worse yet, our new autocracy has the backing of the highest court. Nothing Supreme about these MAGA loving turds who wear robes and help steer us into the abyss.
https://www.barrons.com/articles/trump-tariffs-autos-cars-5ac68ee8?mod=hp_LONGREADER_A_1
(Subscription required)
How Trump’s Tariffs Could Upend the Auto Industry—and Raise the Price of Your Next Car
Trump wants an all-American car. U.S. vehicle …
Cheetoz and TACOs make me nauseous. No es bueno.
When are the Dems going to get their act together and give us a decent opposing candidate? AOC ain't gonna cut it.
Wake me up when folks finally catch on to the fact that all he spouts are lies,…
Those deals are HIDDEN next to: Mexico's payments covering the border wall, peace with Ukraine and Russia, lower inflation, lower govt deficit, OBLITERATION of Iran's nuclear materials.
SO MUCH WINNING!!!! They say that Taco boy is great at …
Equities may well be in a bull market, but TACO boy cannot stay out of his own way. He is the major risk to the health of this bull. Markets should persevere, or so we hope. They have shown much resiliency this year in eeking out gains.
I'll ma…
Inflation is among us!! I don't know about you but everything I buy on Amazon is 1 or 2 bucks more even stuff I just bought like 6 months ago. Example today: roach stuff $7.99 in Nov 24, now $9.79 Gas used to be $2.89 all over the place, now it's…
Thanks for posting, Mark.
"One way to look at all this is to say that the Biden administration was trying to treat technology as an ordinary industry that should be subject to normal oversight and regulation. But tech leaders, who still see themsel…
Off topic....but a little color on Stephen Miller:
https://www.thenation.com/article/politics/stephen-miller-hatemonger-biography/
"In middle school, Miller was already drawn to right-wing subcultures that distinguished him from his peers, purchas…
rforno said:
Boy, if only Congress was alive today to witness such actions, I'm sure they would be plenty upset and immediately do something to rectify things.
I think I saw a pic of them on the back of my milk carton....apparently alive, but m…
"Operation Midnight Hammer" - Kind of like the DOGE strikes, sneak it in on the weekends. Less blowback.
Isn't Congress supposed to sign off on this type of military activity??????
https://www.thestreet.com/crypto/markets/wall-streets-calling-it-a-shattered-illusion-as-trump-launches-strikes-on-iran
Wall Street reacts to Trump’s airstrikes on Iran, calling it a “shattered illusion of containment.” Oil, crypto, and global mark…
If we are in a bubble, then what could possibly pop it? Stocks bounced back after the tariff fiasco. "Resilient" markets, we call them.
The one rule that sticks in my mind is that the markets will never drop when you would most expect them to…
@Sven, since nobody else really showed up at the parade, a few soldiers could have done that and it's possible we'd never know!
The possibility of stagflation looms on the horizon, and the Fed must remain vigilant. Tariff talk alone has likely dam…
Wonder if he requires another birthday parade next year after nobody showed to this one. Seems like $45M wasted, plus one slightly deflated ego. A big yawn.
And no, he isn't getting any Nobel peace prizes. Iran is just the next diversion for Du…
Somewhat off-topic, but there seems to be some selective price gouging going on out there. BoarsHead cold cuts should not be ~$17/Lb, for example. But they are.
We speak with our wallets, and some of us are either doing without or cutting back. …
Just for fun...some signage from today...
"Orange lies Matter"
"Rejecting Kings since 1776"
"I've got 99 problems and Trump is all of them"
"Crush ICE, not dreams"
"They want 1939 Germany. Let's give them 1789 France."
Mostly new toeholds. I had gone to cash in March/April during the tariff disruption. The stock market tends to maintain a rosey outlook regardless of circumstance, and the TACO game is playing itself out.
But Mike Tyson's famous quote, "Everyon…
Bought the following conservative outlay of funds this week designed to withstand whatever the future brings:
-PRCFX & INPFX (~50% bond allocation funds)
-FPFRX (FPA Crescent)
-PRPFX (Permanent)
-MVGAX (Global Low Vol…
Per Morningstar, its Commodities > Gold for your inflation hedge allocation. I still like Gold as a geopolitical hedge, though. It has performed well recently.
PRPFX and SGENX hold gold allocations.
Most days it seems like somebody might have taken a drill to RFK's skull - and left some serious gaps.
As for Dump, shhheeesh....he could have had a lobotomy somewhere along the line. Or maybe it's from all the partying at the back of the plane wi…
The RFK hiring as health secretary was, like most of Dump's cabinet hires, a big middle finger to Americans. Chaos is the desired path.
Where is the outrage? Should we start investing in leeches?
Govt corruption is acceptable now in the US…
"Musk’s only mistake was in underestimating the depths of Trump’s lack of principles, imagining that he was the kind of corrupt politician who stays bought, as opposed to a guy who always breaks his promises the moment it seems expedient to do so."…
Per the MSN article that @observant1 had linked earlier (my bold added):
"As of March 31, Bridgewater All Weather held 76% of its assets in U.S. and foreign government bonds, 42% in stocks, 39% in commodities, and 30% in inflation-linked Treasuries…
