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.
I use these memos as a source of advice and counsel and not as source of actionable items.
I feel that I am a more rounded investor for having read and learned from them.
FD1000 believes articles or stories must include information that is currentl…
"All except the most diehard of cult members, are apparently very angry at trade wars, inflation, and the K-shaped economy."
@FD1000- Well we sure know where you fit in the order of things.
Jonestown bound!
Get ready for GOP to have a hypocritical fit over CA gerrymandering.
https://www.politico.com/news/2025/11/05/no-tick-tock-hed-00631875
"(Charles) Munger (Jr) could not have known everything that was to come: fundraising failures, the painful dis…
I agree, I have no solid opinion. Certainly, eliminating it has pros/cons for both sides.
They are now planning everything they can to hold onto power. Running scared. Actually acting on promises they made to lower inflation, lower food/drug costs …
SCOTUS is "deeply skeptical" of tariffs per reports.
https://www.cnbc.com/2025/11/05/supreme-court-trump-trade-tarrifs-vos.html
"Conservative and liberal justices sharply questioned Solicitor General D. John Sauer on the Trump administration’s leg…
trump and all of the GOP will be on death watch from now until 2026 mid-terms. They have put into motion policies that will accelerate their downfall. Policies that they cannot reverse at this point, without also invoking the ire of "the base". Rock…
I have had better luck increasing my buying at a perceived bottom, than selling at a perceived top. But, I feel your pain.
My current thesis is that this AI spending splurge is going to drive everything higher for a while. AI stocks directly, supp…
Y...
Separately, something has give with housing prices:
"The average age for first-time homebuyers had hit an all-time record high of 40 years old, according to the National Association of Realtors."
...
Haven't you heard? Condos are really cheap…
"Meanwhile the Epstein fiasco was buried somewhere in the rubble."
My, what a fortunate coincidence!
People become numb over time from too much exposure.
This issue will, no doubt, rear its head again. Around mid-terms.
.... This is a very interesting read from 2015. Mass deportations will absolutely accelerate the problems with population decline.
https://www.forbes.com/sites/stratfor/2015/02/17/population-decline-and-the-great-economic-reversal/
What I am fix…
It turns out that not only do "elections have consequences", but that failing to deliver on promises to voters has consequences as well! All except the most diehard of cult members, are apparently very angry at trade wars, inflation, and the K-shape…
I have heard the name Ry Cooder for decades and never could put a song to the name before.
Reminds me of The Band, The Grateful Dead, JJ Cale and maybe even John Hiatt (a little).
I like it!
I'm glad that you liked the song.
Speaking of John Hiatt…
And while we are at it, this is amazing. It is in regular rotation on music night at our house.
A supergroup for sure - Vince Gill, Zac Brown, Greg Allman, Kenny Aronoff (Mellencamp), Jack Pearson, Audley Freed, Chuck Leavell, Rami Jaffee (Foo Fig…
@mona I listen to that a lot. Right up my alley, as they say. Great version.
I really love this live backyard medley (including Can't You See). The guitarist is exceptional. At least four different songs in the medley.
I have heard the name Ry Cooder for decades and never could put a song to the name before. Reminds me of The Band, The Grateful Dead, JJ Cale and maybe even John Hiatt (a little). I like it!
@Mona That is the soundtrack to my early youth. I was abo…
If the Dotcom or Telecom bubbles are any lesson, FOMO can produce bubble formation. The lesson may be to continually take profits and not get caught all-in when the bubble bursts. IMO, this is shaping up to be very lucrative and might be a bubble th…
Yep, don't click on links. Go directly to the website from a valid web address that you have used before. Do not be surprised when they fail to take immediate action on the basis of your phone contact. This is to protect your account. A fraudster co…
Concur. RWL is another possibility that focus on the company’s revenue. It has 9.4% exposure to tech sector versus the 31% of that in S&P500 index.
RWL, SPGP, and SPHQ are now in the red for four weeks. It's tech, or nothing, in the U.S. ma…
Watch the movement of the dollar index. Its movement itself contributes considerable for unhedged foreign funds/ETFs. US dollar lost over 11% since December 2024 that benefits oversea investment. The dollar index has flattened since September. Marke…
I was looking at our taxable accounts, and noticing the returns on our various tech-sector funds, and so I asked myself, why even buy the S&P 500 these days--not that I am actually in the market for adding much of anything to the taxable at this…
Back on topic, after the usual disruption. Of course, controlling one's emotions is very important to investing. And we all need a reminder now again.
This bull will run its course, despite the many efforts to derail it. We will get lower rates fr…
MikeW: @FD1000. I find your bullying annd condescending attitude to really be a detriment to this board. I don’t post often but couldn’t let your ignorant and insensitive comment pass.
The above comment violates the site’s rules.
Officer Hindsight
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It is important to note here that when confronted with unacceptable behavior, the first move is to try and censor people's posts. Typical. Seen it from him many, many times. And it is an attempt to distract from his own repetitively insulting behavi…
Who has heard of The Highwoman? A play on "The Highwayman", who need no explanation. They are comprised of Brandy Carlisle, Natalie Hemby, Maren Morris and Amanda Shires. And backed by Jason Isbell, Amanda's husband, and a an awesome musician in his…
@Mona. Nice! Had not heard of them before. Sexy.
@Hank I have a set of the Sony NC headphones too. For flying and yard work. They are the 900's though. Then I bought a pair of Bose 700, cuz everyone said they were the best. Honestly, I can't tell t…
@catch22 Thanks, I will check that out for sure!
Edit: The Tina Turner concert is excellent! Her energy and presence, plus the choreography and music are phenomenal. Thanks again!
@crash
Ignore injustice, masked gov't Gestapo violence, the ethically rudderless Fuhrer, etc.
These are the very reasons why I think the US's time as a global leader is limited. We have destroyed any credibility we had with the rest of the world …
@MikeW @sma3. Excellent posts from people who don't just "get it", but live it!
The fellow that you are responding to is so lost in his own BS, he will never internalize anything that you say/post.
We all know that they are people that can be des…
My current "home theater" set up is a Denon S970H with Polk speakers. 4x 5.25 mids, 2x 6.5 mids, 5x tweeters and a sub. All carefully placed. I run a W11 PC to connect to the internet and stream concerts from Youtube, or my hard drives. All into a 6…
LOL - I spent a few drives trying to find a rattle in my car. It turns out that when the wife exits, the buckle gets turned the wrong way every time! interior car noises are sometimes very hard to locate. There is probably a meme somewhere of a frus…
