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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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  • https://www.thedailybeast.com/donald-trump-spends-workday-raging-at-nfl-draft/ "President Donald Trump, while en route to Italy for Pope Francis’ funeral, seemed to be more focused on football. The president criticized NFL team owners on Truth Soci…
    in Tariffs Comment by JD_co April 25
  • This story will get overlooked, but scoring CBS is a huge propaganda win for Dump. On that front, the regime remains diligent.
  • Well, he starred on the Apprentice for many seasons. He is fully qualified, but for what "office" I don't know. Maybe he should have been on the Office TV series. It takes a special brand of con man to file so many bankruptcies and STILL be cons…
    in Tariffs Comment by JD_co April 25
  • Nah, we'd have to send him to Ukraine for that. He thinks he's getting immunity forever.....the official Trump merchandise store is now selling caps embroidered with “Trump 2028” for $50.
    in Tariffs Comment by JD_co April 24
  • Put him on the front line at Greenland?
    in Tariffs Comment by JD_co April 24
  • Meanwhile, the markets seems to be finding a zen moment. "Nothing to see here". Markets will rally, even in bear markets - but this rally is odd.
    in Tariffs Comment by JD_co April 24
  • Peter Navarro, the guy who wrote a book referring to "Ron Vara" as the expert reference for anti-China musings....but the name turned out to be an anagram of "Navarro"? Now if the regime "turns down the dial" on China tariffs, I would think that ou…
    in Tariffs Comment by JD_co April 23
  • Thanks, Mark. This is neat, I like the format.
    in 1440 Comment by JD_co April 23
  • It's not just you. The brand is tarnished, and Musk is not going to be able to change that.
  • All they had to do is say they MIGHT have a deal with China, and this schizo market cheers up (short-term). Of course, major victory will be declared by the US regime no matter what the actual terms end up being. The only problem is that no c…
    in Tariffs Comment by JD_co April 22
  • Cannot wait to see what kind of circus act will be assigned to replace him.
  • It wouldn't have ended well for the puppy either way.
  • If she has no ID and no passport as a result, should she be deported?
  • What if the intention is to cause a systemic collapse of the economy (trivialized as collateral damage by said person)? What name is that person then called....
  • https://www.japantimes.co.jp/business/2025/04/20/economy/shock-trump-tariffs-world-economy/ "Three weeks after U.S. President Donald Trump effectively declared a trade war with the entire world, new economic forecasts and surveys will point to the …
    in Tariffs Comment by JD_co April 20
  • Donald Trump approval rating: Would Trump beat Harris in election do-over? What voters said In a CNN poll this week, data analyst Harry Enten asked Trump voters if they’d vote differently in a do-over. “I’m here to tell you, very few of them regr…
  • @JD_do: That explains the exploding-grenade wackiness. Next up for explanation: the authoritarian cruelty? The cruelty is all part of his revenge tour. Anybody who ever disagreed with him in the past or dares to oppose the current "regime" will be…
    in Tariffs Comment by JD_co April 19
  • This is reassuring: https://www.axios.com/2025/04/19/inside-trump-mindset-tariffs The intrigue: Trump keeps such a huge team of advisers because he invariably solicits conflicting opinions. He often suffers from analysis paralysis and can be parti…
    in Tariffs Comment by JD_co April 19
  • https://www.newsweek.com/anti-trump-protest-locations-list-map-april-19-50501-2059609 "From big cities to small towns, more than 400 protests are scheduled nationwide, according to 50501's website. Some of these protests are rallies, others are in …
  • Does this factor in for bonds? https://www.newsweek.com/trump-demands-termination-fed-jerome-powell-rates-2060933 President Donald Trump has called for the "termination" of Federal Reserve Chairman Jerome Powell in a dispute over interest rates, c…
  • MRFOX has about 25% in cash and has performed well, though not a fair comparison as FPACX tends to hold bonds and other assets. If all goes poorly this year for the markets (as I expect), I might go back to MRFOX.
  • And at that level, one would think he has to be wondering, "Does he mean my level or my friends?" His huge ego will save him. Clearly, I must have been referring to his "friends" that ran off (escaped?). You can always trust BS1000. Pearls of …
    in Tariffs Comment by JD_co April 15
  • Wow, that level of ignorance must be bliss.
    in Tariffs Comment by JD_co April 15
  • Per Krugman article posted by @Mark: Good jobs don’t have to be in manufacturing, and manufacturing jobs aren’t always good “McDonald’s workers in Denmark are paid more than Honda workers in Alabama.” That claim has been showing up in my inbox, s…
    in Tariffs Comment by JD_co April 14
  • ...IKEA sells a better quality of cabinet than that of current administration. Sad but true. Sadder still is a self-imposed recession, but shhhhh....let's not talk about it.
  • You can smear lipstick on a pig, but its still a pig.
  • Sold out today (a day late, and more than a buck short) due to lack of clarity. Lack of clarity on financial policies but also on exactly what this country is all about. What will be left of it in the next 3.8 years? Whatever it is that the US…
  • AF1, this is is the flight Tower, we are going to ask you to continue to circle around for another 90 days, or until you run out of fuel, whichever comes first. Going forward, please learn how to fly before entering the cockpit. Your lack of judge…
    in Levers... Comment by JD_co April 9
  • Awesome relief rally, but tough to understand how much damage has already been done here in the US. Future economic report releases should be an adventure. I feel less confident now than I have since we had gas lines in the '70s. But I'd take …
  • When I saw the huge bounce, my first thought was that he had been assassinated.
  • "You must sacrifice"
    in Tariffs Comment by JD_co April 9
  • Tis true that it's all about him. His vanity - appearing "strong", never backing down. Even when you are clearly wrong, you must then double-down on the falsehood. That act has gotten old. Real old.
    in Tariffs Comment by JD_co April 9
  • Not sure we can count on any Congressional action..... https://www.thefp.com/p/will-congress-stop-trump-tariffs "In reality, Trump has little to fear from his fellow Republicans—at least for the time being. Between certain quirks of legislative h…
  • Guys. Mentioning “orange “ and “the current regime “ sounds very close to connecting politics to current market activity. Be careful,,, you know who is lurking…….. Markets are collapsing. Cannot ignore the elephant in the room, though MAGA loyali…
  • A little late to cover up, but today I had to place protection in my portfolio by buying an inverse ETF. I've made (long) index purchases this past week, but clearly this might get even uglier (crisis level) soon. I don't know what reality Orange …
  • If the Toddler will not reverse course or even apply some patches, this ship is sunk. Cash is the only life-preserver I'd reach for. Just as a high tide lifts all boats, it brings them all down together when it lets out. It's tempting to short th…
  • The environment seems toxic, but yes, we could expect to see a short-term bounce from the WH proudly announcing its next display of world dominance in the tariff negotiations.
  • Zuckerberg went way past bending the knee. Hard to imagine how he can even look himself in the mirror.
  • Do you REALLY think a large % of his minions would still "believe" he's a financial whiz if the US went belly up? His minions will believe this is all somehow Biden's fault, because that's the excuse the propaganda (aka Fox News) will direct them t…
    in Tariffs Comment by JD_co April 7
  • Uh, yeah, I kinda thought that went without saying. You would think, but about 40% of the population still likes to believe that he is some sort of financial negotiations wizard.......despite his bankruptcy history. Looking past a track record w…
    in Tariffs Comment by JD_co April 7