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.
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…
Seagate? I'm having flashbacks to my Iomega Corp. and Ascend Communications trading days. Ah, the 90's.
So when FOMO fizzles out, what next for these markets? What is driving this bull?
This brings us full circle to the integrity of future economic reporting. Under the guise of DOGE, we have to wonder whether those figures are bias-free and whether they are less accurate as a result of diminished staffing... and more "loyalists" o…
SCOTUS is complicit. If they were to actually rule that his tariffs are illegal, it would be a small miracle.
It will takes many years to undo all the damage that Dump & SCOTUS are doing now.
Wait a minute, the grocery bill is what? $180 more? I can’t get that car that we have to have unless I pay another $8,000. What? Who do I blame for that? Who do I see about that?
One person
Not sure he understand the word "grocery" - it vexes him.…
"It's 2025, kay? Not much is illegal anymore."
Jesus Christ: Do you really wanna end up like Colbert? You guys gotta stop being stupid.
South Park Resident: We can't understand you.
Jesus Christ: Just shut up, or we're going to get canceled, y…
During the Scotland escape, Dump rails against the use of windmills ahead of the EU meetings.
He is an embarrassment.
I would not let this guy handle any kind of negotiations. Tariff or otherwise.
15% later announced with EU on all goods. I'…
Would anybody put it past the current administration to purposely weaken the accuracy of our reporting agencies?
Even a blind man could see this coming.
They have their thumb on the scales.
i say it like this....i have reason to believe that the US will likely cumulatively outperform the rest of the world for the rest of my life. but i'm not 100% certain. i'm 80% certain. so I allocate the other 20% to international stocks.
My l…
On the conservative side, starting a position in BALT as I read "The Nasdaq-100 just tallied its 60th straight finish above its 20-day moving average — its longest streak since February 1999."
Also starting a position in WAIVX this week, removing M…
The markets want to go up, and even Orange can't stop it. And he isn't going to fire Powell, its a diversion to distract from the Epstein files.
TACO boy is very adept at redirects.
And for every 50 bps that the market inches up, BS1000 will …
Maybe Canada for that dual citizenship, but they don't easily accept US applications. And we might try to "annex" them at some point in this administration anyway.
Yeah, maybe he can just add it to Marco Rubio's plate.
"I think he does a terrible job," Trump said when asked about Powell at the White House. "He's costing us a lot of money, and we fight through it … The country has become so successful that i…
Agreed, Trump has no macroeconomic plan. He just wants interest rates lower because he thinks it will boost the markets.
If/when it all goes bust, he will blame Biden like he always does.
Something will have to give.
Added Artisan's APDPX, unconstrained, to the port. Someone mentioned it a while back; thanks for the tip.
P.S. Anyone in Arnott's All Asset or AA-All Authority these days? Both are doing a decent job YTD. It's been a long time since I thought abou…
