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.
I see people riding around in Dodge Ram and Ford trucks that cost $80K to $110K and get 18 MPG if they are lucky. I don't get this need, but consumers are willing to pay.
Can they really afford them is a different question.
@DrVenture, slashing the Fed funds interest rate in times of rising inflation will show us all that the POTUS knows best.
Inflation and taxes will not have any stock market impact....until the algos flip the switch. Could be next week, next month,…
Are these matchbox Yugos?
Dump is micro-managing parts of society, creeping into daily public life.... trying to imitate his dictator role models. It's disgusting to watch.
The only way he ever receives a Nobel Peace prize is if he buys one.
The bots continue to march equities +35 to +50 bps per day at market open, and that's what matters...right? Who cares about jobs, economy, inflation, earnings, authoritarian coups, valuations, etc.
If Algos run the world markets, then that's the…
A basic internet search yields the following CPI Criticisms:
1. Substitution Bias:
The CPI uses a fixed "basket" of goods and services to track price changes. However, it doesn't fully account for the fact that consumers often substitute cheaper a…
So then we just sit back and watch it all go to **** now. Next year he can offer to "save" us from the mess he created.
And the rubes will continue to play along. All hail the king.
SCOTUS rules with MAGA.
Are the majority of US citizens "ok" with this coup?
I feel like he is wearing us down - let's call it overstimulation. That was part of his plan.
And he is getting away with this plan. It's been successfully execut…
Fear and intimidation are strong tools, but usually reserved for dictatorships.
The US Govt is now our (own) biggest bully. A litigious president that sues everybody in sight, plus has both the Supreme Court and the DOJ at his disposal.
Tariffs…
“The rubber band can only stretch so far before it snaps,” said Colton Loder, managing principal of the alternative investment firm Cohalo. “So the potential for a mean-reversion selloff is higher when there’s systematic crowding, like now.”
This has nothing to do with the fact that he's in-bed with the crypto lobby and the PE folks are in bed with his Treasury and Commerce secretaries, right?
Keep that junk away from my retirement assets!
Bingo.
https://www.foxbusiness.com/economy/young-americans-drowning-credit-card-debt-delinquency-rates-climb-near-10-q2
"New York Fed researchers said credit card delinquency rates for Americans under 40 have been "unusually elevated," adding they are kee…
Rudy Giuliani, Roger Stone, Steve Bannon, Paul Manafort, Steven Mueller, RFK Jr, Tulsi Gabbard. Jeffrey Epstein.
Its a list of garbage.
And its his crew, a number of which were convicted of minor crimes.
BS1000 exposes himself as a typical right-wing stooge. In other news, the sky is blue.
1) Tariffs will help destroy international relations, cause inflationary issues and cloud visibility for US corporations. Its an indefensible policy move, with …
https://x.com/SouthPark/status/1953293245439410394/photo/1https://x.com/SouthPark/status/1953293245439410394/photo/1
New episode this week with Fantasy Island reference....and Kristi Noem shooting little dogs.
Started nibbling on IXJ today - Global Health Care ETF
Pharma is way out of favor. RFK Jr. might even help to provide some opportunities in this sector. He cray-cray.
You can still avoid the Joneses by leasing non-premium cars. For example, Subaru advertises ~$300/mo. leases with $0 down. Many folks who sport a luxury ride cannot afford their unnecessary status symbols.
Then again, not everybody cares about …
JPMorgan and Bank of America stocks drop as Trump warns of payback for ‘bad’ treatment
Trump confirms plans for an executive order to punish banks for what he said was discrimination against conservatives. Meanwhile, banks praise efforts to overhaul…
"It should also be noted that the BLS compiles inflation as well as employment data, so, moving forward, significant doubt could surround the credibility of the two most important economic indicators for the U.S. - and perhaps the world."
https://f…
We do not expect any heroic efforts from the lackeys in Congress. The US is screwed for the next few years, perhaps much longer.
The markets don't seem to care right now - so what if we only publish fudged numbers going forward? That will real…
An article on CNN was entitled "The Trump administration takes a very Orwellian turn."
And here we are.
https://www.cnn.com/2025/08/02/politics/the-trump-administration-takes-a-very-orwellian-turn
"What happens if the next jobs report is great? W…
Crypto - looking back from the year 2035....
"But when Bitcoin hit $100,000 we realized we had missed out on the next big thing and that leaving computers running really did build digital gold (and we “learned” that scarcity of something leads to a…
Sinking the stock market with surprise tariffs could actually be an attempt to move the news cycle further away from Epstein.
But this move is just one small piece of the "loyalist" plan to set up an authoritarian regime that does whatever he says.
Our credibility is going to be completely shot. Not just here at home in the US, but globally. We are no better than Russia at this point.
I refuse to believe any reporting that this admin generates....which may well be the point of their shenan…
Hi @Old_Joe Apparently, there is a delay of the newest tariffs. Reportedly, if your watch ships prior to August 8th, you're good to go. Canada's new 35% rate apparently isn't clear what the new rate will apply towards.
AND, The White House also ha…
Hi @catch22,
Perhaps sentiment is finally changing. Europe has had a really nice runup.
Doesn't seem sustainable. Like we just climbed the lift hill at the start of a Roller Coaster ride. What comes after the slow, steady ascent?
TACO boy felt obliged to slap some tariffs through and now we begin to feel the effects creeping in. We come to the point of no return.
Does the Big Beautiful con job sabotage the Bull market?
Risk off.
I hope he pardons Maxwell....just to prove to his MAGA base what a piece of garbage he truly is. Odd that it took this issue for them to start to smell the stench.
The spread on yields for junk bonds vs. investment grade bonds is down to ~ 1.3%.
HY is not cheap here.
It's been a nice ride. A pullback would be healthy after such a run.
"What is driving this bull?"
Maybe DJT Bull ?
Big globs of fertilizer can makes things grow, I suppose.
This bull market has overcome a lot thus far in 2025. Retail investors have been contributing greatly to the slow march northward, if I can…
