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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.

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JD_co

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JD_co
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  • Does this mean we have to buy US Stamps with Dump's orange face printed on them? And now the mail will be even slower. Will International mail even be "allowed" since the US doesn't consort with them folks on the other side of the border?
  • If you feel that reversion to the long-term mean is pending, you are probably holding off on any large buys. But if you really feel that a catastrophic plunge is pending - then maybe you either go short or hold 100% cash, no? Logic dictates that t…
  • Nothing wrong with trimming the fat and changing a toxic work culture. However, taking an ax to a chunk of employees without proper PLANNING and UNDERSTANDING of the way these entities work is foolish. Remember Chainsaw Al Dunlap? Same …
  • He should be shot for lining the Supreme Court with MAGA garbage for decades to come.
    in Uncle Mitch Comment by JD_co 9:33AM
  • @larryB - Valid point - there are no guarantees. Bonds could easily go down, as high-yield carries risk and credit spreads are tight. But it feels cozier towards the short-term end of the yield curve, which represents most of the bonds I hold (C…
  • The whole "climbing the wall of worry" nonsense gets old, but we know it can drag on for a while longer. Have your BUY list (and cash) ready to go. Added more NRDCX today in case I am wrong about a pullback in equities. Would still hope to make s…
  • https://www.crfb.org/blogs/interest-costs-just-surpassed-defense-and-medicare Per projections from last year, interesting to note that after Social Security (#1), net INTEREST expense follows at #2. This is followed by National Defense at #3. T…
  • Completely incomprehensible to do that when geological risk is elevated on Russia and China fronts. The old GOPs must be rolling over on their grave. All this chaos here, there, and everywhere has to impact the equity markets. Not sure if toda…
  • Orange & company will try. SS will be a pinata for the next 4 years - the GOP will whack at it and try to smash it. Lets hope that 48 can clean up the debacle that is the 47th term. At least, clean up whatever is left.
  • I don't think I could handle 3-1 pro Trump. That seems heavy.
  • Thanks JD - Must have been a different poll I heard a few weeks ago that had him at 53%. I hasten to add that I’m not predicting Trump’s demise. Just suggesting that there are checks in place and the public has an important role in that process. …
  • Dumps numbers are slipping: WASHINGTON, Feb 19 (Reuters) - U.S. President Donald Trump's approval rating has ticked slightly lower in recent days as more Americans worried about the direction of the U.S. economy as the new leader threatens a host o…
  • Executive power grab would affect Securities and Exchange Commission and Federal Trade Commission Excerpted from a current report in The Guardian: “Not incidentally, both the FTC and SEC have ongoing investigations or enforcement actions agains…
  • Predictable. Gosh, his act never gets old or anything.
  • @Observant 1 said: "If Republicans were truly concerned about the deficit, why would they pursue extension and expansion of Trump's expiring 2017 tax law? According to the nonpartisan Congressional Budget Office (CBO), this will add $4.6 trillion to…
  • Went for the most crowded trade possible - long the Magnificent 7. Bought 2 share of MAGS so that I can stare at them each day - hopeful that it drops to more opportunistic purchase levels.
  • https://news.berkeley.edu/2024/09/09/fascism-shattered-europe-a-century-ago-and-historians-hear-echoes-today-in-the-u-s/ "Condition No. 3: A strongman leader appeals to the fear and rage of his public In simple terms, populism is a social movemen…
  • Per the OP article: "So House Democrats should say right now that Republicans have the majority in the House, Senate and White House, and are in charge—and they will get no votes from Democrats to bail them out on budgets, spending bills, continuin…
  • @WABAC, agreed. FD, your repeated references to "TDS" will be greatly missed.
  • Censorship is a big part of the far right approach, especially when its suits their agenda. This request falls in line with that way of thinking. FD, perhaps you are the one who might be more comfortable visiting "other SITES" if the off-topic fo…
  • Looks like I need to change my MFO name. But the message is clear - the US and EU are no longer allies. Orange would rather consort with (other) dictators. Vance was pushing the far right agenda overseas. I am certain that he would welcome th…
  • I doubt anybody is selling their US holdings based on a thread at MFO - hope not. Maybe the question is whether diversifying internationally makes more sense now as US policies are embracing (stoking?) higher inflation and promoting isolationism. …
  • Show us where anybody has written that the "Dems = great", or anything to that effect. You can't. Taking away protections removes stability in the markets and in society. The end result is not desirable. How does this MAGA? It doesn't - it's m…
  • “There’s nothing to study,” he said. “It’s going to go well.” Have tariffs EVER gone well - mooted or not? The market has tuned this all out thus far. If inflation remains sticky, can US stock prices continue to rise? The idea that there is not…
  • Thanks for posting, @larryB https://www.morningstar.com/stocks/autocracy-is-bad-investment Using Russia and China as prime examples a few years back, perhaps it strikes a cord with autocratic supporters here in the US. Anyway, returns in those …
  • An DA with integrity? Too bad there aren't more Danielle R. Sassoons in our heavily politicized "justice" system.
  • Hmm a little life... maybe a start: https://jointhepeoplesunion.com/ Will you buy anything on Feb 28th? Their heart is in the right place. But too passive. You don't fight an orangutan with a feather duster.
  • What is a country to do when fully 50 some percent of their citizenry lives in a coma. Imagine if only 1% wakes up and marches in DC. Can we arm the mob with pikes and some maces? Maybe a few assault rifles? Payback for Jan 6th.
  • My understanding is that chang has been banned from MFO. Had no idea anybody had ever been banned from MFO before.
  • From the mouths of babes Musk’s Son Calls Trump’s Gaza Plan Idiotic “You need to think this stuff through, dumbass,” X added.
  • This world doesn't need another MAGA site. Chang (and BS1000) feel the need to stop by and spread their fertilizer every now and then, but most of us have no desire to stick our noses into their swampy stinkhole of a website. Orange cheetos su…
  • I don't feel as confident as that panel does that the Supreme Court would be willing to rebuff Orange's demands. We are in this far-right hell, where there is much collusion and there are no checks on his "power".
  • Added more NRDCX, QMNNX & HELO.
  • In this scenario, Greenland would be renamed "Red, White and Blue Land". Can't see the Danes nor Greenland's govt sitting back and letting that happen. Orange is dumb as hell and just as stubborn. His Project 2025 architects, on the other hand,…
  • Is it ethical? Does that word even matter?
  • If any other US president had pulled this type of stunt, they would have hung him on the spot. The words "conflict of interest" means nothing to MAGA, but it should still mean something in a non-fascist society. Not sure which one we live in no…
  • In delusional MAGA terms, 53% is positive by a "landslide". Bummer that your personal information may be on a Musk intern's thumb drive as we speak. But on the brighter side, Dump hopes to put you in some premium Mediterranean waterfront re…
  • Gosh, why would Dump want to remove consumer protections???? https://www.thedailybeast.com/more-than-800k-have-lost-2b-on-trumps-meme-coin/ "President Donald Trump’s cryptocurrency, called $Trump, has cost investors billions. Trump announced the l…
  • Short of launching a nuclear missile, it appears that the markets don't really care what Orange does. His tariffs are viewed as temporary bluffs, for the most part. The tearing apart of the US govt and our democracy also appear trivial to Mr. Ma…
  • Some people are always going to drink the kool-aid. Like folks who blindly followed Jim Jones to Guyana. (Hint: it doesn't end well).