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 keep watching our Democracy die a little more each day while we listen to the denials from MAGAland. Fed independence is just the next domino. Whether or not he succeeds in ousting Cook will be a circus show all it's own.
Occupying blue citie…
As @larryB prompted, where else do you go for non-correlated (to USA) equities - India, China, Canada, Nordic, EM? The US is still the safer play in many cases, even if we are headed for a recession/depression due to a possible tariff-driven infla…
Just be aware with securitized (MBS) funds.....SYFFX lost -31% in 1Q 2020, as many of these funds were crushed at the time. That's why I don't hold more HOSIX.
It's not that history will repeat, but it can.
Multi-sector funds and other bond funds I use:
-CBLDX (Crossingbridge)
-APDPX (Global unconstrained)
-HOSIX
-NRDCX (Crossingbridge - Nordic fund) is an interesting add
-DHEIX - short-term HY.
This mix should maintain a very low SD, if rec…
Steaks (and ground beef) are up roughly 12% YOY per the media, but my local increase is higher. Very expensive.
Maybe folks will have to throw some tofu on the BBQ instead of beef.
Thanks, Donnie! You're the greatest.
The govt has to dip its beak a little, ya know?
Maybe next they expand into some Waste disposal services, Cement mixing, a few casinos, some Gaza hotels. More crypto. Lots of crypto. And lots of tariffs and lawsuits to keep em all honest.
Wh…
50% price increases are a bit stiff, but everything is ratcheting up in price. Some gouging involved, perhaps, as certain vendors are "opportunistic".
The recent 2.7% CPI print seems comical when you actually go to the store and purchase groceries…
$100M is only 1/4 of a (gifted) Qatar jet.
And what is he doing with the rest of his grifted crypto stash?
Meanwhile, Kushner is probably landing a few more billion$ Saudi deals in the background. Dems never call this out. Dems never do a…
All MAGAts care about is that "they won". It's ok if he smashes democracy and steals our safety nets (SS, Medicaid, etc) and ruins the economy with tariffs and isolationist policies.
Roughly 35% to 40% of this country is just that clueless that th…
Yes, I think that's true on at least one level. But how do we explain how roughly one-half of the voters in this country now admire and emulate our current "leader".....
My personal belief is that those people were there all along... Maybe we…
In the Comments section of the NYT article from the OP, there are over 680 recs for a message that pointed out that the US is now an autocratic state and thus should be compared more closely with China. Both have compromised data and a few rich dud…
https://www.cnbc.com/2025/08/19/lutnick-intel-stock-chips-trump.html
Commerce Secretary Howard Lutnick said Tuesday that Intel must give the U.S. government an equity stake in the company in return for CHIPS Act funds.
“We should get an equity stak…
What a great laugh his claim that he brought peace to "the Republic of the Condo" was. Cratering cognitive skills!
LOL.
Did he go on to detail how he lowered HOAs across the African land? What a master negotiator!!! Give him a 3rd term. But …
In what universe is Putin a good source for ANY policies or procedures?
Is Dump that much of a patsy or is he just complicit (playing along)? Eh, even he can't be THAT stupid. Either way, we lose in the end.
Dumps only interest in the Ukraine was when he was trying to take advantage of Zelensky for Ukraine's mineral rights. Dump has no compassion and no ability to relate.
But sure, give that man a Nobel Peace prize. He keeps insisting he deserves…
At least Millennials are finally waking up!!!!
Bold added:
https://www.newsweek.com/donald-trump-approval-rating-polls-millennials-2113610
President Donald Trump's approval rating has plummeted with millennials, hitting its lowest level of the yea…
Bob Pisani wrote an article dated 8-12-2025 entitled "On assholes and how to deal with them", but it really didn't address the grand poobah directly.
I think OJ's summary above hits the nail on the head with "He treats the United States of America …
ETFs that only trade under 30K shares per day usually have wider spreads, which can make trading them more difficult.
If you get too stingy in a bull market that ticks up constantly and you go a few cents below the bid, you can end up with stale op…
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.”
