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.
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.
Oooh, some great comments!
Cannot get performers to perform. Cannot get audiences to attend. Best to shut it down for 2 years and spend a huge sum on renovations. Lots of gold decor, no doubt! Then when you re-open, you will be deep in a financial…
I watched the astronauts being interviewed over the re-entry concerns. There were burned up heat shield tiles on the test flight. One of them said he was not worried at all. I didn't believe him one bit.
Or Warsh is lying.
Perhaps, he has no intention of becoming dovish and just said what he needed to,
in order to get the job?
Seems rather unlikely, but would be quite clever.
The president would go absolutely ballistic!
Likely so. Warsh could be …
icym re bubbling
https://apple.news/A2tgLWHT_SuSGLyZ-CSX36Q
This is why I am not increasing my equity allocation, and have been de-risking. I share that concern. I was worried before Dotcom and GFC, but failed to act. There is always a good argume…
Exchanged (COB today) some LC Index and total market index in my 401K for INTL and SMID. About 4% of my total portfolio. Sold some PFN (wish I had waited until today), for eventual re-allocation to PDI. Not a huge amount. Minor adjustments really.
Or Warsh is lying. Perhaps, he has no intention of becoming dovish and just said what he needed to, in order to get the job? Seems rather unlikely, but would be quite clever.
Not doing anything big with new money to equities or PMs at this time. Except periodic 401K contributions. I am waiting for a better entry point on PMs. And will only add to equities on a fairly steep pullback. I even have my Roth contributions for …
"What if, and bear with me here, the wild gyrations in gold and silver prices are actually telling us something? There are three plausible messages from the rise in gold prices.
I’m not convinced that any of them provide a full explanation for what’…
My worst was TSNIX, a long term favorite, at -2.88%.
Followed by other tech, industrials & energy.
My best was CL (5.92%, T (4.30%).
Followed by mainly consumer staples.
My total portfolio was down .43% - equal to the S&P. I have a lot of …
I know nothing, but find such momentum and price moves fascinating. I offer this perspective, only to add to the body of opinions - https://www.cnbc.com/video/2026/01/30/silver-price-likely-going-back-to-primary-breakout-point-says-btigs-jonathan-kr…
I Don't doubt the demand story. But, if I bought and lost 30% in a matter of days, I would be stressed. Even if it recovered half of that, it would not please me.
I might make some purchases of SLVR and SILJ if it came down again tomorrow, even a …
Don't lose sight of the fact that the Fed Chairman has only one vote on that committee.
All the more reason that such a large decline in PMs is curious.
Or was there some other reason?
Donald J. Trump publicly stated that he would like the Federal Reserve to cut the fed funds rate to 1%.
Rates this low are usually associated with an economic crisis.
If the Fed decreased rates to this level during "normal" times, markets would reac…
It is unclear to me how independent Warsh will be since he was a critic of the FED in the past. So are the other three candidates who are all dovish. Will Warsh take orders from Trump and cut rates aggressively and reignite inflation ?
Yes, PM…
Well sure, but we know it will happen on schedule. As we approach the limit of Powell's chairmanship, he will become inconsequential.
The whole dynamic of the new chairman is bizarre anyhow. Why him? What agreement has already been hashed out? He …
Bit of a whiplash today for gold and silver as Kevin Warsh is announced new Fed Chair.
How long before Warsh is being picked apart and badgered based on daily whims?
Do they decide to actually cut back on FED renovations after he is installed, or f…
How much air in all of these balloons!! Time will tell.
30% less as far as silver is concerned. More downside as speculators rush to exits?
What is most revealing is how much this run up in PMs had to do with perceived FED independence worries.
…
^ I am well aware that the above post may be naive. And/or piss off some people.
And no, I do not think that trump this doing it for the honorable reasons. I also wonder what happens if Iran suddenly agrees to talks or negotiations. Do we end up r…
In the case of Iran, regime change may actually have a significant outcome. Probably at some cost. It wouldn't be entirely painless.
Boots on ground is the only way to ensure total elimination of Iran's nuclear aspirations. And it would likely put…
I remember Columbian. It was only around for short while that I recall, in the mid-1970s. Aromatic, herbal, hash-like flavor. I miss it!
Taking out the garbage definitely counts, especially if you do it with style.
jeez,
there generally is no such thing as a tipping point, as we geezer oldsters know from recent history
it's only chipping away ! (resist!)
did Kent State have an outcome? not really.
yes, there were hearings and more.
the bloody war wen…
News fasting? That's my "normal". I watch zero televised news. I may listen to local radio in the car, but rarely. I read the news that I choose, filtered by headline, only consuming what I wish to engage with. I used to watch CNBC, but not any long…
Today's WSJ: Two Federal Immigration Officials Fired Shots at Alex Pretti, DHS Report Says
Suggested edit: Two Federal Immigration Officials Fired Shots at Alex Pretti, DHS Report Says
Or, "Two federal Immigration Officials Fired ... out of a can…
I've resumed watching West Wing (OK - a decade or two behind most of you). Just started Season 2 which can be bought for $24.95 on Prime. One thing I had not fully appreciated is the intense attention the Prez and much of his staff pay to the pol…
I expect three things to happen at mid-terms: Independents moving away from maga, non-maga conservatives not showing at the polls, and Democrats showing up in force.
Good ideas, above. I have a policy against countertop appliances. They all end up at Goodwill, "used - like new". lol
But, we replaced all of our large kitchen appliances last March, and the stove came with a built-in air fryer. I like it. Especial…
