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.
Thought it was time for an update on tariff price impacts. In March 2025, I updated all our kitchen appliances from a local big box appliance store.
Refrigerator cost $2200. Now 6 months later $2900, same model $700 more.
Stove cost $1000. Now 6 m…
Just a thought, but maybe some momentum to beat tariffs/inflation is still driving high-income spending? Either way, a big market drop might put an abrupt end to that spending.
My spending has been rather high for over 5 years as I address home ma…
At the same time the "Buffett indicator" has exceeded 200%. A level that Buffett called "playing with fire".
Perhaps, time to think some more about lowering my equity exposure.
The definition of an "Investigation in search of a crime".
For anyone keeping score at home, Soros has been the subject of right-wing anti-semitism for many decades. Bizarre conspiracies straight out of the Third Reich Handbook.
As a child, Soro…
I guess when the case against Comey is either tossed or he is found Not Guilty, we can say that "Justice is served" and "democracy is restored".
These dupes do not think anything through. Which is why they need spin and conspiracies and to repeat …
The notion that Trump is driving GDP (with taxation) is indicative of poor economic understanding. This economy was handed over very strong. Without tariffs, it might be much higher. In science, the first rule is that correlation is not causation.
…
Just about all of it can be deactivated. Mine has the full gamut, stopping short of full self driving. It does have a traffic jam assist function that will drive the car in a traffic jam on certain highways under 40 MPH. Not a Tesla.
I have had mo…
My take is that any damage would already have shown up in the stock. It doesn't appear that much selling is occurring.
A large amount of what I have is in mutual funds, so no selling there. I bought a chunk in late 2022 around $85 share, and am ha…
If the "substance" he refers to is cow pies. Then we have a winner.
if he believes what he spews, he has a disordered thought process.
They say that narcissist, sociopaths and cult members never seek help, because they believe they are just fine. …
More good news! We are getting some new taxes on all of us. New tariffs on trucks, drugs and furniture. Woohoo!
And it looks like the Sinclair stations that were blocking Kimmel are losing money and getting muck flak. They are bringing Kimmel back!…
Must've had him in a room strapped to a chair showing him old videos of The View, pumping him full of sodium pentathol with his eyes held open like in Clockwork orange!
Quite the fantasy. It is like The Twilight Zone in the head of a MAGAloon.
Sp…
From what little I have read, this is a very weak case. They could not get the original DA to file, so they were fired. They could not get any ADAs to sign the indictment, either.
It will likely be an ordeal for Comey, but hopefully he gets donat…
From Heather Cox Richardson's Letters from an American newsletter:
"Today, with the popularity of President Donald J. Trump and his administration dropping, Trump’s disastrous performance at the United Nations, the return of comedian Jimmy Kimmel t…
If Trump and the FCC were dictators, why did Kimmel's bosses reinstate him?
Kimmel has been going weak over the years.
I will give you 6 or 20 million reasons. Your choice. The only one that went weak over the years is you.
"Comedian Jimmy Kimm…
Good news on this Thursday is that by the time all these negative indicators, like inflation (2.9% core long term is high!), jobs, truck sales, and H1B policies slam the economy, it will be far too late to blame anyone but Trump. It will not matter…
Ahahaha. Pretty deranged shit. When you spend your time defending an assault on the First Amendment, you never fully assimilated as a U.S. citizen.
Then ironically, you realize that an attack on free speech is actually illegal. So, you need to ign…
https://newrepublic.com/post/200844/trump-threatens-jimmy-kimmel-again-return-maga-defense
'As Donald Trump’s allies and the Federal Communications Commissions chair scramble to pretend that the censorship of Jimmy Kimmel Live! was anything other t…
So, the buffoon's buffoon squad screwed up the escalator and teleprompter. And Trump sought to blame anyone but his own people.
To paraphrase: Yes, his circus. Yes, his monkeys!
This defines this administration perfectly. Thanks @davidrmoran
In …
My hope is that Ukraine can count on Trump's thin skin (Putin's brush off) and Trump's desire to do "deals" (selling weapons to NATO allies). Two of Trump's biggest motivators.
Of course, Trump can change his mind in a second. Maybe after Putin st…
@DrVenture-
I certainly hope so. But why all the military bluster in places other than Ukraine at this time?
Just guessing here, but he may not have thought that Trump would finally turn on him and (weakly) support Ukraine via NATO arms sales with n…
Ok, good stuff and relevant. But, I was talking about the 0% LTCG tax threshold of $96,700 married filing jointly (2025 numbers). I could theoretically stay below that and sell some stock with big CG in 2026. And use the proceeds of the tax free sto…
No, this is the usual pattern. Deflections and no accountability. He attacks others, then blusters about "immaturity".
If Trump doesn't care about due process, or the First Amendment, or ethical behavior, then his supporters do not either. Until, …
I'm sure he is doing just that. But, I think he is about to get much busier with the Ukrainian incursion. He is already afraid to put his air power in jeopardy over Ukraine. If he cannot handle Ukraine air defenses alone, he will not like broader NA…
Shouldn't this reside in the "Another Good Week" thread? LOL, I jest.
The party that harbors anti-semitic groups and individuals is not really concerned about anti-semitism. This is just a typical Trump authoritarian attack on diversity, education…
@AndyJ
Good find. And no doubt there is plenty of other relevant SCOTUS case law, that precedes this particular court.
What I am hoping that someone files a lawsuit against this administrations First Amendment violations. It could be ABC, Disney,…
@msf Excellent. Great information and clarification. Thanks again!
I know that a Roth conversion is a taxable event, of course. But, does it also count as unearned income, as it pertains to LTCG tax treatment. Or is it more of a "unique" event?
I…
I'm pretty certain that they are talking commercial trucks, the one's that actually delivery stuff. But yeah on the use of huge trucks for personal transport.
The wife has a compact SUV, perfect for her as she has a penchant for hitting curbs. My …
I believe that the "essay" is from a Facebook post by Ian Boothby.
"The only things that have worked against Trump are image based. Jokes. Memes. Sketches. Cartoons. They’re the first thing you need to do in the boss level of the video game before …
@msf Thanks for all of that information, most appreciated. I see how muck work you put into it.
I'll clarify the last part first. The anxiety would emanate from wondering the entire time, if I was going to live long enough to break even. lol From …
Another coal mine canary bites the dust: Sales of heavy trucks are falling like the U.S. is headed for a recession.
https://finance.yahoo.com/news/us-heavy-truck-sales-plunged-210000668.html
"Economists observe that heavy truck sales often begin …
My situation seems simple. FRA is 66 and 10 months. My employer will be in no need of my services at almost precisely that time. I also subscribe to the notion that by taking SS, one can let investments grow, as Crash suggested. And the wife, who to…
