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.
I take Speaker (Tiny) Johnson's attempt to spin the GOP as concerned about healthcare to be a realization, on his part, that his party's assault on ACA and Medicaid is not sitting well with voters.
The clueless MAGA voters may buy into it, but wil…
Love to hear more thoughts on this topic from others. I own no PM (or bitcoin), but the temptation is always present. Still, big run ups and high valuations spook me more than anything else.
I am interested in any asset class that might be a place …
I got hit on several fronts at that time. As a major player in that space, the company that I worked for (a spinoff) had issued us stock options. I also participated in the discounted ESPP. And had some company stock in my 401K, as well. The stock o…
@gman57. This is exactly the point.
I have a female friend who raged about paying taxes for government pensions. Until both her kids had local government pensions. Then a complete about face occurred.
Still, a MAGA Republican acknowledging that A…
Job numbers are not looking good.
https://www.cnbc.com/2025/10/07/the-shutdown-meant-no-jobs-report-carlyles-analysis-shows-it-would-have-been-pretty-bad.html
-Employment growth was essentially flat in September, according to data from investment …
https://time.com/7323442/south-carolina-judge-diane-goodstein-house-fire-trump-political-violence/
The work of MAGA! Another great week, indeed!
Political violence against judge who received death threats for weeks related to her work.
"at least …
Joshua Brown is Cofounder & CEO of the wealth management firm Ritholtz. He also posts on social-media and has podcasts, but he isn't a journalist or economist by education or training.
https://www.ritholtzwealth.com/
I have been a fan for years,…
I try to remind myself of these fees each time I am offered a "free" steak dinner from these wealth management companies.
In my world, management fees would only be allowed on positive performance (the gains), not the initial investment amount (the…
@davidmoran
@Old_Joe
Thanks again!
You know, funny thing is that ice works good immediately after. The next day, however, even cool water running over the hands seemed to re-activate/irritate the fingers that were stung.
I did wonder if a secon…
https://www.cnbc.com/2025/10/06/paul-tudor-jones-says-ingredients-are-in-place-for-massive-rally-before-a-blow-off-top-to-bull-market.html
-Paul Tudor Jones said today’s market is reminiscent of the setup leading up to the burst of the dot-com bubb…
Nothing undermines a leader more than when they appoint political hacks to critical positions.
https://www.yahoo.com/news/articles/watching-pete-hegseth-humiliated-no-232334272.html
https://www.sfgate.com/politics/article/pete-hegseth-is-embarrass…
You certainly need to do antihistamines before anything else, ingested and topical, along with ice
Not nsaids or steroids first
This is even for those who are not “allergic”
No stinger to remove almost always
Then cortisone
Just went through …
I owned OTIS when it spun off of UTX, along with CARR and RTX. I did sell at some point. I have always considered it a good company, as you say "not flashy" and wide moat.
I tend to compare any stock to the S&P. If it cannot beat the S&P l…
Another thing that many do not comprehend is that when they have health coverage through what appears to be only their state's coffers, they are actually accepting re-branded Federal Medicaid dollars. Or what they often refer to as Federal "welfare"…
@hank Thanks. Yeah, there was a bit of cussing going on.
I had been to the dermatologist early in the week and had a few benign patches frozen off. And done some tree trimming this week, which always leads to scratches and cuts.
So, I look lik…
He may be referring to BB forum, where they are always suspending him and telling him to stop with the drivel. If it is a new forum he is using, it will only be a short interval until they get tired of his schtick.
And many red states have refuse…
@bee Thanks. Timely for me, as I contemplate Roth conversions starting possibly 2026 or 2027.
My goal is to stay below the 24% tax bracket at RMD time. The calculator forces some assumptions, of course. And I previously determined that a Roth conv…
@Observant1 That is an excellent historical documentary clip.
All it takes is a small incident like that to radicalize a narcissistic sociopath. Same thing happened when Obama joked about trump. Next thing that you know, you have an immigrant holo…
Ice works good when first stung. Then Ibuprofen, which does take the edge off for a few hours. And a tube of Anthisan topical cream seems to help a little. Though it is well past the expiration date. I have Cortisone anti-itch, will try that too. Th…
I’m really happy with my new forum — there are more active posters,
a lot more about investments, and far less political noise.
I’m mainly here because every now and then, I come across something genuinely helpful.
There is really only one poster I …
Such a hoot to hear supporters of a guy who rants all day and night on social media about his detractors and enemies and non-supporters, speak of negativity. Their guy actually formed his own media company to rant incessantly about how horrible ever…
That was another weird trifle, the thing about doctors. An off-the cuff statement that was basically 90% accurate. It defines how desperate that group was to find fault, so they could go back to a situation where insurance companies could exclude pr…
I am a troll!
Yes FD we know.
What is humorous, is that he is the one being trolled, but cannot grasp it. The very definition of internet trolling is to compel others to make fools of themselves. And not realize it is happening.
On forums where…
It seems to me that HFT is similar to the fellow who had bank rounding fractions deployed into his own accounts. Siphoning off small amounts of numerous transactions. Except, apparently legal, in the case of HFT.
In a way, less sophisticated trade…
Maybe. What Cisco had mostly in its favor in the early days was almost no competition.
Now they have plenty of credible peers. Still a good company though.
M* says they are currently over-valued. But, have a wide moat and great capital allocation…
Perhaps we should ask AI? Ahahah
Key figures on AI's impact:
-75% of S&P 500 gains: Since the launch of ChatGPT in November 2022, AI-related stocks drove 75% of the gains in the S&P 500, according to a September 2025 analysis by JPMorgan.
…
@hank- Which sort of takes us back to my original question- if a great number of gamblers investors are all doing that at the same time, won't that have a significant distortion effect on the markets?
That is a great question. Maybe what AI is curre…
As another means of generating ideas, it can be useful. After all, that is what all inquiries should be about, generating ideas. And perhaps generating more questions.
If one is looking for "answers" that solve problems or end discussions, maybe p…
Yet, those who support the authoritarian power grab will grasp at the straws. A form of compartmentalization. They will shout, look at the stock market! Even when they have little to no exposure. They will aver, "immigrants are taking our jobs". Whe…
To be clear, I don't doubt that there is a future in AI. How that plays out, I have no idea.
What I question, and several here have commented upon, is the enthusiasm and trajectory at this point in the process. What it might lead to if it doesn't …
