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.
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.
Yes, higher taxes (customs receipts) will lower deficits. Not a big revelation. No big accomplishment.
"The Treasury today confirmed that borrowing remains much too high in 2026. We’re borrowing $602 billion already this fiscal year, with $145 bil…
One of my favorite songs of this genre.
Lady In Black
She came to me one morning, one lonely Sunday morning
Her long hair flowing in the mid-winter wind
I know not how she found me, for in darkness I was walking
And destruction lay around me, fro…
Not a big Monkeys fan, but always liked the ironic surrealism of Pleasant Valley Sunday. Carole King and her songwriting partner wrote that.
Neil Diamond wrote 4 songs for The Monkeys, including "I'm a Believer".
And Jon Stewart's "Daydream Belie…
What a timely coincidence that I was just thinking of Bill Ackman, when I heard about the Nazi-loving ICE attorney.
Of course Ackman supports ICE. Makes perfect sense.
In addition to the above, other "state-directed capitalist" moves:
-Tariffs and Trade Intervention: Implementing aggressive protectionist tariffs, including a universal 10 percent tariff on nearly all countries and higher rates on some, which has l…
I went back and watched the last Playing For Change video again. I missed so much on the first viewing. The vocals began with Lukas Nelson hitting it out of the park. Then Sierra Ferrell put a woman's touch to the vocals. Finally they lifted Jim Mor…
-Filling positions of authority with White Supremacists.
-Weakening us against or enemies and adversaries.
-Pushing prices ever higher.
-imposing a massive tax on imported goods.
-Destroying 70,000 manufacturing jobs since April 2025.
-Assaulting …
My experience on food inflation is munch higher than 3.1%; more like 30% in 2025 ! That is from comparing grocery store receipts from a year ago and today prices.
Over Christmas holiday, we experience restaurants and lodging also went up double…
And China has a record breaking trade surplus in the face of trump's trade war. They are not likely to cave to trump demands,
Meanwhile our tourism has dropped significantly. Las Vegas being a great example, including a 20% drop in Canadian touris…
Like all of trump's lawfare, it will likely implode.
https://www.politico.com/news/2026/01/13/jerome-powell-donald-trump-investigation-00722860
"Trump’s loose talk about Comey and James helped sink those prosecutions, at least for now, and it has …
From the many people I know who voted for her, a Ken Harris would have gotten even fewer votes. People are getting fed up with both the parties and they will continue to get screwed by both until the voters demand term limits. Look at all the Cong…
Not a big Monkeys fan, but always liked the ironic surrealism of Pleasant Valley Sunday. Carole King and her songwriting partner wrote that.
Neil Diamond wrote 4 songs for The Monkeys, including "I'm a Believer".
Closest that I ever came to anything that big was the Super Bowl of Rock at Soldier's Field in Chicago July 1977. I was 17 years old. 70,000 people to see 38 Special, Lynyrd Skynyrd, REO Speedwagon, Ted Nugent & Journey. We got in line at 3:00am…
In my experience, the funds that have the best long term results are the most volatile. So, consistency is not something that I require in my high performers. Maybe for a retirement portfolio, I may prefer it. Something for me to consider.
Food prices up 3.1% is the killer statistic here. This is what is killing Main Street. Mr Average Joe and his family are struggling to stay fed. Every extra dollar that they have to put into food, is money that can never be put to use for education …
I wouldn't hold out hope that these weaklings stand up to the next wave of election lies, in defense of democracy. It would be too much to ask them to uphold their vows.
trump and 18 allies performed traitorous acts and went unpunished.
The only thing positive thought that I can manage is that when enough people have been negatively impacted, they may do something about it. And Democracy appears to require patience.
Well we're dropping our bombs
In the southern hemisphere
And people are starving
That live right here
And they're tearing down walls
In the name of peace
And they're killing each other
In the middle east
But love and happiness
Have forgotten our nam…
Maybe trump thinks he gets the Iranian oil fields, once he "takes control" and dictates terms.
@Crash Excellent poem. I always appreciate the work of "e". One might say that this work has direct bearing on Ukraine today, as trump "twitches a libe…
It seems that the current Iranian leaders, and trump, think alike: "An additional source, speaking to Reuters, blamed “terrorists” for the deaths of civilians and security personnel."
"UN human rights chief Volker Türk said on Tuesday that he was “…
"Saudi Arabia, Oman, and Qatar informed the White House that even attempting to overthrow the current Iranian regime would destabilize the global oil market and ultimately hurt the American economy, according to WSJ.
A White House official told the…
I fear that he thinks he needs to spend those "war" funds somewhere.
"DUBAI—Iran’s Arab rivals across the Persian Gulf, led by Saudi Arabia, have been lobbying the Trump administration against a strike on Tehran, after the U.S. warned them to be p…
Before a slow wildebeest tries to portray a single month core CPI as some sort of tariff victory, 2.6% core is still high. Single months are irrelevant to sustained inflation readings. And, at this point, government produced numbers are impossible t…
And one reason perfidy is illegal is that once it is a recognized practice, ALL civilian aircraft become fair game. Russia or China can now shoot down commercial aircraft that wander too close to their vessels.
Iran, or any ME nation, can now just…
trump, previously blasted fellow Republicans and previous presidents for backing troubled military interventions in Iraq, Afghanistan and Libya. “Our current strategy of nation-building and regime change is a proven, absolute failure,” he said.
If …
Oh, the Packers timing was perfect. No doubt. I could not believe what the Jets, and now the Steelers, paid for what they were getting. I suppose Rodgers gets the last laugh.
All respect due for his career. But, there comes a time...
