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.
None of this is normal. Erratic behavior and senseless policies yield poor results.
There are some who believe that our grand leader is gunning for a US market collapse. That it's all part of the plan.
Good times.
Makes me want to slip acros…
When asked on Fox News’ “Sunday Morning Futures With Maria Bartiromo” if he was expecting a recession this year, Trump said “I hate to predict things like that. There is a period of transition because what we’re doing is very big.”
Yeah, big like h…
Enjoyed the shade thrown....added bold for emphasis..."Though the full impact of President in Name Only (PINO) Donald Trump’s massive layoffs of federal workers, erratic and inflationary tariffs, and plans for a huge deficit increase have yet to be …
https://finviz.com/groups.ashx
The 1 month performance of Consumer Cyclicals - 13.56% is the only sector worse off than Tech -12%. Communication svcs are down -9.76%.
Consumer Defensive and Real Estate are both essentially flat, Utilities and En…
At some point, el capitan will have to change course....or else walk the plank.
How he capitulates will be interesting. And who will take the fall for these horrible decisions? Not our grand leader, no.
The word ACCOUNTABILITY is not in h…
Ye of little faith!!!!!!!
We have the two smartest, know-it-all guys in the country - no, make that the world,- no on second thought make that the cosmos - making economic decisions. What could go wrong?
Where are you hiding these two very smart guy…
IMO the economic and diplomatic crash he will gleefully walk us into will be legendary, and for all the wrong reasons.
Agreed, unless somebody can stop him. And there is not much hope for that.
He will pass off the blame, and take our market…
Not surprising (about Ivana), since Donnie often takes credit for the work of others. His failures are many, and we will now "be forced" to share in them.
What Bloomberg Strategists say...
“The details of the [jobs] report were a lot worse than…
"Rural hospitals across the United States fear that massive Medicaid cuts Republicans would have to consider under the current House budget proposal could decimate maternity services or shutter already struggling medical facilities in communities t…
"In recent comments from the Oval Office, Trump effectively warned the courts not to interfere in what he claimed was his anti-corruption agenda."
LOL - anti-corruption agenda...from Mr. Corruption himself!
Yep, we let the fox into the henhouse…
I think Mr. Dalio is likely playing golf these days, having recently handed over the reigns at Bridgewater. Probably rubbing elbows with our grand leader. They have both gone broke at various times.
Everyone sharing info about an investment and not one posting a link for the source. Is that a big ask?
You could have added it as well. It's not rocket science for any of us to google it.
ALLW may invest across a range of global liquid asset classes, such as:
1) Domestic and international equities
2) Nominal and inflation-protected bonds
3) Commodities directly and/or through the use of derivatives.
It appears to be leveraged.
"This morning, Ted Hesson and Kristina Cooke of Reuters reported that the Trump administration is preparing to deport the 240,000 Ukrainians who fled Russia’s attacks on Ukraine and have temporary legal status in the United States. Foreign affairs j…
I look at it as a combination (1-2) punch. High valuations + erratic policy that is effecting both the consumer and the Corporate outlooks.
Add in some inflation issues.....and as new hires are cutback....bad formula.
At least we can see the train coming towards us this time.
A black swan event, by definition, is random and thus difficult to predict and prepare for. We have had time to prepare.
But are we safe from the massive fentanyl shipments that roll in from Canada?
Will Russia stand with us after the Europeans circle the wagons? We need Putin, we can trust him. Very trust worthy.
How much will it cost to get my piece of Gaza …
The market is in the red during Trump’s presidency in part because of the uncertainty the administration’s trade policy has caused. The Nasdaq has fallen more than 7% since Trump took office, and the S&P 500 is down more than 4%.
The cabinet is a scary Halloween nightmare, along with the entire administration. Our nation puts it trust in Musk (non-elected jagoff), Putin (dictator), RFK Jr (anti-vax), Vance (Mr. Hillbilly Elegy), Tulsi Gabbard (Russian asset), etc.
It's a n…
Futures not pretty today.
Assuming Dump is forced to rescind most of his tariffs within days or weeks, what kind of residual damage to the US economy are we looking at?
When you befuddle the public with half-baked policies, businesses tend to free…
NOAA's specialized workforce provides products and services that support more than a third of the nation's GDP. But in MAGA narrative, our country will be "saved" by cutting 50% of the 12,000 NOAA workers. Approx. $600M per year in Comp savings…
Trump is a traitorous wrecking ball. He's driving twin agendas: Project 2025 and Moscow's. There can be no denying it by now, except by willful ignorance.
+1
The Big 3 auto companies put pressure on Dump to kick the auto tariffs for both CA and M…
Apparently there was a news story on how the $80K Ram truck is now going to $100K. A Jeep Compass with a sticker of $37K is going to jump to $43K.
Very interesting sticker shock hitting the lots.
As the Trump admin elevates the trade war with tariffs, perhaps the best defense the rest of the world has against him is simply selling their US assets, taking their ball and going home."
And this is how our downward cycle starts.
Stay used to it.
And nobody buys your deflection away from Russian influence. Do you not find it odd that the US suspended Russian offensive cyber operations this week?
Our national security is at risk more than ever. We can trust Putin? …
Silly name calling. Ad hominem attacks. The rhetorical style reminds me when I was 10 years old on the school playground.
HA! Might have rubbed off on some of us from your GRAND LEADER. Sleepy Joe, Crooked Hillary, Ron DeSanctus.
Bu…
Shooting ourselves in the foot with tariffs will not yield positive results. If you think eggs are expensive, wait until you see the price of trucks explode higher. All goods will be more expensive - inflation ensues.
Its a war we cannot win, t…
The plot thickens...
https://www.cnbc.com/2025/03/04/stock-market-today-live-updates.html
Stock futures rise after Commerce Secretary Lutnick suggests possible compromise on Trump tariffs
HA! I gave it a few weeks. But it may not last a few days…
