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.
LOL - true, but few move to CA seeking a lower cost of living. Unless they are moving to some small town in Northern CA. My parents did that in the late 1980s. Home building was a bit cheaper. Property taxes a bit cheaper. Most everything else was j…
It has been very productive to diversify away from US, not just 2025, but likely 2026 as well. Others brought up how QQQ out-performed everything from developed to emerging market for the past 10 years. Hello, time has changed. With the balloonin…
AI says:
Tether purchases physical gold, totaling around 140 tons valued at roughly $24 billion, primarily using massive profits generated from its USDT stablecoin reserves, which are invested in U.S. Treasury bills. The company has been accumulat…
Not sure that the housing in many of those locales is cheap anymore. In some cases, you need to add hurricane and other catastrophic coverages. Higher insurance costs, higher electric bills, moving expenses, HOAs, year round exterminator fees, certa…
That chart really illustrates where investors believe the opportunity is in 2026. And it appear that they believe it is not in the U.S.
Latin America, Emerging Europe and a few others seem to be on fire.
Does it really matter? Either way it will be the best lie ever told other than all the other ones that were best.
@Mark
A distinction in search of a difference, you are correct.
Except that if Bessent suddenly chooses to leave the administration…
Of course, the Treas. Sec. is going to characterize the Trump-Carney call the way he did.
https://www.bbc.com/news/articles/c9qp3x5x2jpo
Not the first time that trump completely misrepresented a call with a foreign leader.
Did trump throw Bessent…
This tactic and the resulting consequences on our lives will not be forgotten. This is only January and the mid-term election cannot come fast enough.
That dude is an embarrassment at Davos. His slurring speech and Greenland was confused with Ice…
Dream On MFers!
Your vision of a maga utopia is vanishing before your eyes. These people thought they would get unlimited riches, no foreign intervention, and instead are getting inflation, intervention everywhere, diminishing population growth, f…
I feel that this is not a trend that will be halted. As these nations see the advantage of creating new trade relationships, and limiting U.S. leverage, they may eventually use that newfound circumstance to pressure the U.S. into even more favorable…
trump threatens tariffs and backs down. Markets have come to ignore these threats. Meanwhile Canada does what it says, without immature provocations or threats. They are not initiating trouble, they are responding without kowtowing.
Do not forget …
If the "tipping point" is defined as driving away any swing voters that would enable GOP candidates, I would guess "yes", we have passed that point. Of course, die-hard maga will remain maga. Of course, policy reversals will be time-consuming.
But…
I love references to "TDS", especially when I hear our president obsess over Obama and Biden.
ODS (Obama Derangement Syndrome) is a particular hoot since Obama's been out of office for nearly a decade at this point. It likely drives Trump's Peac…
Job market for new grads at top schools such as Stanford and Harvard is not great. Offer at graduation rates have likely fallen from ten year average of 75–80% to current ~55–65%. For schools outside top 20 schools you can be sure offer at graduat…
“What the European Union has learned is that if you face up to them, you win,” Roche said. “Nobody’s going to believe him anymore.”
He is pretty much all played out at this point. You can't bluff 'em all the time.
His mental deterioration add…
@Mona -- Good for them!
Since last summer I've been saying that world economics, trade, and security alliances, will start to restructure to work around, or perhaps WITH, the USA, but not necessarily THROUGH it, or be dependent on it. Donnie's…
@Anna and @rforno, thank you. Great alliance and future trading partner.
In 2026 the developed and EM indexes are ahead of US already. Let the race begins.
And we are still building vast debt, selling at ever lower interest rates, presumably …
EU and India Clinch ‘Mother of All Deals’ in Rebuff to Trump
(Bloomberg) -- The European Union and India concluded a free trade agreement after nearly two decades of negotiations, as both sides seek to deepen economic ties and offset the impact of …
@Hank
I agree. And since I consider song lyrics to be poetry, I'd add that to soliloquies and traditional poetry.
Moving words, are moving in any context. Thanks for your contribution.
The maga regime was outclassed and humiliated by the leader of Canada,,, who is not the Governor, so he is throwing another tariff tantrum. What’s next?
I believe that we can now say with 100% absolute certainty that he has run out of new ideas, a…
Yeah, go ahead and add that poll to your bogus lawsuit, Donnie -- because once again, your slip is showing, and you're too embarrassed to admit it.
...
he is now taking his conspiracies to a new level. I look forward to seeing how the justice syst…
"A moment of global clarity..." (Vancouver Sun link. )
https://vancouversun.com/opinion/op-ed/opinion-mark-carneys-davos-speech-marks-a-major-departure-from-canadas-usual-approach-to-the-u-s
Thanks, @Crash
It does not appear that Canada has intenti…
Carney had to renounce two other citizenships to take the job he now has. That's a big price to pay. It was not REQUIRED by law. It was politically smart. Carney is THE MAN, now. The US and its leadership are, sadly, the joke.
True. Sacrifice and le…
Last night it was -16 here. My neighbor just wheeled my recycling bin up to the garage in the balmy -8 we have right now @ 4:30 pm. Perfectly normal.
It is the Midwest. I hope those ICEholes are freezing their fingers off.
The way that observers and strategists and market participants see the Greenland/NATO/tariff situation:
"Trump’s Greenland threat is “the biggest ‘taco’ that you could get,” Roche said, referring to the phrase “Trump Always Chickens Out,” which has…
This is not over, just a pause long enough for him to realize how the Greenland negotiation will be long and challenging. I envision some lease agreement to expand US base(s) for security purpose.
Next target is Canada, Cuba, and Mexico, because…
Mental deterioration doesn't commonly happen quickly. It comes on slowly. He is devolving in front of the whole world.
When he becomes completely incoherent, will that also be "the art of the deal"?
In case I wasn't clear, my plans were not related to the new chaos. Just a reaction to a perceived rotation. I want to lighten large growth and gain exposure to small and INTL.
This new wrinkle could cause some unsettled markets IMO. Where do folk…
As to "the markets", and what they may "take seriously", I am wondering just that.
I was planning to do some fund exchanges in the coming days/weeks. I now may park funds in MMF first, see what happens.
Funds that I may lower in allocation are m…
Did not know that was about the Falklands. Thanks
My favorite Dire Straits song (besides Telegraph Road) is The Man's Too Strong - considered an anti-war song.
