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.
We literally can not take any statements or claims made by this administration at face value.
Proven time and time again - on a daily basis, I would say. No legitimacy.
...". American hegemony, economic and moral and otherwise, is dissipating.
Thus the incentive to invest our money in different markets. Change is coming about and as Aerosmith would sing "....the past is gone ..".
Yep, the dollar devaluation continues, and overall, the Sell America-Buy Foreign trade is still the winning investment trend.
All part of the master plan...from our stable genius.
The EU is pivoting while old sleepy Don naps, dreaming of Peace prizes and his Epstein days. The EU's deal with India could really be a boon to their auto sales in that market.
The following statement was made regarding RFK Jr.
"The man with a face for radio and a voice for closed captioning."
—Jordan Klepper
Ok, that was really funny because it's so damn true.
@Old_Joe - that particular series of pics made me nauseous.
Bondi outlines terms for Walz to ‘restore the rule of law’ in Minnesota after fatal shooting: Reports
https://thehill.com/homenews/state-watch/5705179-bondi-walz-letter-immigration-fraud-voter-rolls/
... In a Sunday statement, Democratic Nationa…
Yeah, go ahead and add that poll to your bogus lawsuit, Donnie -- because once again, your slip is showing, and you're too embarrassed to admit it.
...
he is now taking his conspiracies to a new level. I look forward to seeing how the justice sys…
Shawn Ryan failed to mention that many laws have been broken and Trump did not uphold the Constitution.
Agreed - he had most of it right, until that very last part.
He will likely chicken out on all or most of this proposed tariff.
https://www.npr.org/2026/01/24/nx-s1-5687236/canada-china-tariffs-trump
Bold added...
Trump's threat came amid an escalating war of words with Carney as the Republican president's …
We really "caught up" to other countries under authoritarian rule quite quickly, didn't we?
Ended up with masked gestapo hucksters killing our own.
MAGA admin should hang for this. Nobody is buying the spin.
Herr Trump is suing the polling firms because he doesn't like their results. Absolutely cannot make this stuff up....
US President Donald Trump said he will include the Times Siena Poll in his ongoing lawsuit against The New York Times, calling it …
The current administration has an incredible knack for insulting and alienating our close allies!
They are laughing at us in Europe. We are now the punchline. Ukraine stopped sharing intel with us because of concerns that Orange was feeding info ba…
“What the European Union has learned is that if you face up to them, you win,” Roche said. “Nobody’s going to believe him anymore.”
He is pretty much all played out at this point. You can't bluff 'em all the time.
His mental deterioration adds…
So, not the usual TACO routine? C'mon, we don't need NATO or anybody else. When will we finally have boots on the ground at Greenland?
Shrug it off, Mr. Market. "It's all going to be fine."
Or not.
https://www.businessinsider.com/trump-tariffs-paid-almost-entirely-by-americans-german-study-2026-1
A favorite tool of President Donald Trump has been costing Americans, according to new study.
The brunt of US tariffs — 96% — have been paid by US …
https://www.yahoo.com/news/articles/us-tariffs-paid-almost-entirely-000018176.html
Bold added:
A Kiel Institute study found US tariffs are mostly paid by American importers and consumers.
The study found foreign exporters paid only around 4% of th…
Grossly overweight? Holding 14% as opposed to just under 10% isn't going to scare many folks off. "Moderately" conservative gives a little leeway on allocations. The SD of this fund seems ok thus far.
With a 36% turnover ratio, these allocation…
larryB, 33% of equity sounds high at first. But as a % of Net Assets, Info TECH makes up 14% of the portfolio, followed by healthcare at 6.5%.
Makes it sound more palatable to me.
Portfolio
$400.09 million
Total Net Assets as of 12/31/2025
Domes…
NPR article on the price increase/decrease for Walmart Shoppers:
walmart-prices-inflation-affordability-shrinkflation
This gave an interesting look at the amounts we now pay.
Prices in NPR's basket rose 5% on average last year
Almost half the item…
We will continue to get the Alfred E. Neuman "What me worry?" treatment from the markets until we don't. I keep wondering if any such market revelations will happen before the mid-term elections and how it plays out.
From Heather Cox Richardson's Letters from an American newsletter dated Jan. 17.
"Trump’s triumphant narrative is not working at home, either.
A new CNN poll released Friday shows that fifty-eight percent of Americans believe
that Trump’s first yea…
Trump is sending funds from Venezuela oil to a bank in Qatar: report
https://www.independent.co.uk/news/world/americas/us-politics/trump-venezuela-oil-revenue-qatar-bank-b2901312.html
Bold added:
President Donald Trump’s administration will keep t…
What will they do if the world decides they can get along without the US and simultaneously starts unloading their US bond holdings.
Japan, UK and then China are the top holders of US Treasuries, FWIW.
As pointed out by rforno, Russia and China ar…
Some serious props to the good people of Minneapolis, MN for standing tall. Respect.
Keep hearing about impeachments in the background. No traction.
No Epstein file releases or even any related talk about that issue. Wasn't Bondi to be imp…
James Rodden, an ICE lawyer in Dallas, was exposed for running a white-supremacist X account praising Adolf Hitler, was pulled from court schedules. Now he is back, badge on, no explanation given. ICE refuses to comment.
Per CNN: Senate Republicans blocked an effort to curb the Trump administration’s military action in Venezuela, a victory for the president who was incensed that some Republicans tried to tie his hands on a key foreign policy.
If we want to understan…
