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.
Personally, I like both those moves. I already have big exposure to AMZN (2nd largest holding behind NVDA) through mutual funds and a large position acquired during the swoon, when it was in the $80 range.
I have plenty of MSFT (4th largest holdi…
"Mr. Kennedy has a history of promoting ideas with little to no scientific evidence to back them up.
He has rejected established evidence that H.I.V. is the cause of AIDS, pushed the idea that Covid-19
was 'ethnically targeted' to spare Jews and Chi…
This is not going to help the GOP with the blue-collar vote in that region. Likely why trump is trying to deflect blame for his decision away from himself.
@Sven
Exactly my implied point. Those left behind are not being helped by any of this. If anything, current policy has accelerated the problem for them. Even if we expand training and education, unlike The Field of Dreams, they will not come!
There is nothing wrong with cheap int’l index funds. They provided over 30% total return that cost several basis points. We use broad based developed market index funds as the base. For EM, i prefer actively managed funds for their stock and region …
@hank
Thanks for the post. Some good points. Tends to support my reallocation to U.S. Index, SMIDs and some broad-based INTL exposure. And, yes, my rational is all about "different economies (and sectors) peak(ing) and fall(ing) at different times
Besides allocation amounts, what regions, funds or sectors are recommended for 2026?
My moves, so far have been in my 401K, with limited (broad index) options.
Is a broad approach best here? Or more focus? Latin America seems to have surged this …
Anyone care to share their international equity allocation? I am looking at 60% to avoid heavy tech weighting and generally high valuations.
My foreign exposure, per M* X-ray is now about 8% of my entire portfolio. At the start of the year it was…
If forced to build an expensive new manufacturing facility, facing higher input costs from tariffs, seeing low wage workers being deported, and falling population growth diminishing the remaining (untrained) workforce, I assume a company would be pl…
Washington's rare earth push with (former?) allies. To counter China's dominance. Jeez, The Orange Doink bad-mouths them all, then wants cooperation. Child.
https://www.semafor.com/article/02/04/2026/us-proposes-rare-earth-trading-bloc-with-allies
I…
So poor leadership can sink both the markets and the general economy at the same time? Wild.
And, as we have seen, it requires a concerted effort to cause such big changes. A lot of poorly-conceived concerted efforts. An abject lesson in what not …
Yep, I have another fund transfer set for COB today from US growth and index to SMIDs and INTL.
I would expect that many who are a little late, like me, will be forcing momentum in that direction.
Bought 25 AMD @ 191.96
The chart is interesting. Lots of spikes down, then up again. Seems to be indicating significant bottom fishing followed by brief recoveries and more bottom fishing.
Glad that you asked, I was about to search for that!
https://www.cnn.com/2026/02/05/economy/us-jobs-data-layoffs-hiring#:~:text=Layoff announcements hit an unsavory milestone in January&text=The Spheres at Amazon headquarters in Seattle on …
@Crash Nice segue to the Island sound. It helps when it has been around zero here for weeks.
If you enjoyed the violin in Simple Man, you will love this:
LOL - Brandy might be one of the few easy-listening tunes that I actual like. Probably, because I was 12 years old when it hit the airwaves. And it got a LOT of airplay. Anyone a little older would have already been into harder rock. A year later, …
"Closed it in spite" is the best bet. I might add that, as others have alluded to, if actual renovations are the plan, this is exactly how he drove two casinos into bankruptcies.
Blown away that this didn't draw a huge crowd:
I love the guys comment, "Oh, I want violin on everything."
And man, can he play guitar, while multi-tasking.
The thought occurs to me that he will not re-open The Kennedy Center during his term at all. Imagine a Grand Re-opening after spending untold millions, followed by still empty seats.
No desirable acts are going to book there, while the word "trump…
Oh they do huh. Who would have ever predicted that. Duh!
...
Gibb's Rule #45 - take personal responsibility and clean up your mess.
My thought exactly. This was entirely predictable. They threw in their lots and now are going to have to live with …
And a stark example of how SCOTUS precedent is a double-edged sword. As more bold Democrats figure out ways to capitalize on these rulings in unexpected ways, some Republicans will rue the day.
Politicians used to understand that, this bunch canno…
RE: SSNC - Most software is getting hammered, and has been since the beginning of the year. Some think due to AI. I have a few that are getting under my skin: TRI, ADBE & AVGO.
Thanks @DrVenture. SSNC is probably the first tech stock I've ever…
On this same basic topic, AMD really got slammed today. I only noticed after the close, or I would have tried to buy. This seems like an opportunity. I am going to set a lowball limit order and see if I can snag some at tomorrow's open. No dividend,…
