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.
If you set your goals low enough just think how smug you can be telling everyone what a winner you are.
If I achieved only half of the S&P in the last 3 years, I’d set the bar very low indeed.
If fascism is your goal, it has been a great year!
“Fascism is a far-right, authoritarian political ideology emphasizing extreme nationalism, a strong centralized government, militarism, and the subordination of individual rights to the state's in…
“Hind end bias”, also known as FD syndrome, is when less successful people spend much time judging more successful people. Often associated with lame rationalizations over ostensibly “ having enough”, to explain their own shortfalls.
Named after Fa…
Hindsight bias, also known as the "'I knew it all along'" phenomenon or creeping determinism, is a cognitive bias where people perceive past events as being more predictable than they actually were before the event took place
My concern, at this time, is that tariffs are especially hard on small caps. I exited my long term small cap positions a few years ago. I also dropped my mid cap exposure not long after.
And now maga is bragging about a new tax that brought in "billions". This is an achievement? Higher taxes? What sort of dupes are now cheering new taxes?
Thanks for the new tax, that has not brought down the debt or deficit, Santa trump!
Wolf Richter also puts a lot of speculative emphasis on tariffs rebuilding U.S. manufacturing. Too much in the opinion of those who specialize in this sort of thing. In fact, nearly all of his "optimism" relies on tariffs producing a manufacturing r…
Very good white collar jobs (overhead!) with benefits are being replaced by low-paying seasonal service jobs with no benefits. All fueling the K-shaped economy. Once again Jack Horner pulls out a plum. The data gets "tortured" to achieve the narrati…
We were not all hoping for some overblown reposts of WH press releases? Announcements with little substance? Political statements meant to curry favor? Desperate words to stem the bleeding?
Remember folks that you are dealing with Jack Horner here. He will twist everything to arrive at "What a good boy am I!". By his own admission he is rarely involved with stocks, meaning he just basically sat out a three year bull run that was worth …
@DrVenture Why, it goes up as much as down! Sorry I couldn't resist.
@derf It took me a sec to get that one. LOL
I am rapidly pressing the button marked "PH" and hoping for a result.
Oh, the irony at trump's words. After all the whining about Kimmel's remarks after the homophobic, anti-semitic, racist Kirk was killed, and maga jumped to all sorts of unwarranted conclusions.
trump is a semi-person, who condones violence, sugges…
We used a 529. Illinois has state tax benefits. And we bought a few 10K I-Bonds when the fixed rate was 3%. The I-bonds have education benefits, but income restrictions though, so the 529 worked out better.
My new list, by no means inclusive:
5* wide moat: MDLZ, CLX, TRI ( 5-star, wide moat and exemplary capital allocation)
4* wide moat: NOC, CL, BMY, AVGO, OTIS, MSFT
3* wide moat: CAT, V, HON, KO, MRK, SYY
Barron's is "overweight" on HON, CAT, TRI, …
Yes, and within that 529 one could choose a total market index fund. Or a growth fund. I'd shy away from the target date or allocation funds, myself. I believe that investing aggressively in a tax-advantaged account, with a long time horizon, is the…
Never trust anyone, who quotes himself, as some sort of proof. Or dredges up old threads to seek validation. It is so transparently needy and desperate. A sign of clinical narcissism, bred of insecurity.
Likely, a person whose siblings have been o…
Board was kind of slow so I tossed the Barron's picks out there. Not my recommendations. I'm with @Crash when it comes to looking for less crowded trades.
Re Barron's - better than a 500 batting average. But some of their picks take years to pa…
I let my mutual funds own that stuff. Or not. Ten names out of 50 bazillion. Sure. In my single-stock collection, I look for less crowded trades. MSGS will surely be a winner, in season and out of season...
Same here, for the most part. I do like to…
Thanks. Alway appreciate a good stock list. Timely, as I will be looking to add a few positions soon, having sold WBD, and K was gobbled up by Mars. I already own PG and AMZN within the above recommendations.
I am also looking at AVGO. I previousl…
When you elect a trust fund child, you tend to get a trust fund child. The notion in their minds being that THEY are special, and others do not deserve such rewards. Being born extremely wealthy is not an achievement. Nothing that comes of such weal…
@hank =+1 Unfortunately the all mighty dollar is turning sports into a piss pot.
The "mighty dollar" turns all things into a piss pot.
Why for many years, certain things were restricted in amature sports. At one point advertising in the legal p…
If we do get stagflation, the path will be traced directly to trump policies > tariffs causing inflation and job loss + demands that the FED lower rates to accommodate these flawed economic policies that produce slower growth.
maga will try to …
Feels like a good time to point out that under Biden we had two straight years of +25% S&P growth. Handed the exact same economy, trump has only managed 16% YTD, and that can be directly connected to his flawed economic policy headwinds. he has …
@a2z You raise a good point that mtg is already attempting to scrub the stank of trump off of her "bleach blonde, bad built, butch body". lol
Too late! Rat fleeing down the rat line of a burning ship.
...
Edit. Trump and the Republicans greatest problem is they are losing support among the Independents. That is what got them elected in 2024.
I agree with all your points, but wish to highlight this one. the maga core will follow trump through th…
No inflation to see here! Move along.
https://www.cnbc.com/2025/12/12/food-inflation-affordability-economy-consumer-spending.html
•What is called the “K-shaped economy,” with stress on lower-income consumers leading to significant cutbacks while t…
The tech slide appears to finally be here, taking some air out of that sector.
Energy and energy servicing, and even manufacturing, is getting hit too. Which often foretells economic weakness. Are these Dow tops, suggestive of a rotation away from …
Another huge loss for trump. A grand jury refused, twice now, to re-indict Letitia James. As many are aware, only the prosecution gets to present to a grand jury. Why the saying exists "that a grand jury can indict a ham sandwich". The deck is stack…
