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 wonder if the next move from Navarro, Bessent and the gang is another overture or olive branch, to try and entice China back to the table? Which would, of course, be viewed by China as further weakness.
As such, I would not expect any positive movement in resolving this issue, that is having such a deleterious impact on input costs of so many small, and large businesses, in the U.S. While China has many domestic economic challenges, they appear to…
Peter Navarro is just another trump clown.
Navarro seems driven by emotion, and of limited vision. China appears to have a strong bench, as it pertains to strategic trade. The phrase "poking the bear" comes to mind.
"Beijing is well aware that the “Busan Consensus” is a tactical truce rather than a permanent settlement. Consequently, it is using this window to accelerate the acquisition of technologies it cannot yet produce at scale."
The unexpected consequenc…
A bit more; "By lowering barriers to high-tech components and advanced materials now, China is acting to fortify its industrial base before any potential shifts in the geopolitical weather. This is a policy of preemptive resilience."
yep. i used 'checkers' because it doesnt require any complex scenario vs the gop braintrust.
they have aspirational economic wishes with no ability for a viable strategy nor execution...plus kleptocracy keeps them fairly busy.
https://www.nytimes.…
Interesting aside. While on Ebay recently, I saw sellers (i.e. - Liberty Bullion Co 0% positive feedback) hawking 1oz .999 pure American Eagles for around $20. Obviously this is a scam, as the price should be tied to silver directly.
With due respect for the intensity of passions, both here and nationally, I really do wonder whether it's time to move past the vituperation of Mr. Trump? I teach Propaganda which forces me to pay rather more attention to our current politics than, …
@gman57 Fallout is excellent! I enjoyed Man On The inside. Loved Ted Lasso. Cheesy doesn't bother me, if also entertaining.
If you haven't seen Severance, I highly recommend it.
Nice summation. Thanks @yogibearbull
Just to be clear, as these are "contrarian indicators", their positivity implies one should proceed with caution?
If so, preaching to the choir. Should we get a 5% gain short term, I will drop ~10 of my equity…
An Ordinary Man looks interesting.
Saw the new Knives Out over the holidays. Not bad.
And the new Frankenstein. Long. Slow first half. Decent second half.
@Observant1
Sorry to hear that. Their loss, I am certain. I hope you are/were able to parlay that into improved circumstances, better job, better pay, early retirement...
@Observant1
Yes, telecom hardware/software is my specialty field. I retire with 45 years at essentially the same corporate entity. A job that I truly enjoyed for most of that time.
I expect that many countries, our competitors and adversaries, will quickly move to fill the void in demand and technology production.
Probably help to boost China's export juggernaut even more.
...
Clarence Thomas is the poster boy for most corrupt judge of the century. Fits in nicely with the current White House where services are up for sale to the highest bidder.
If the thieving pervert were a Dem, it would be the topic of nightly dis…
Thanks @davidmoran
1950's murder levels in NYC! Amazing.
Meanwhile the homicide rate "top 10" is filled with states like GA and TN.
https://www.thirdway.org/report/the-21st-century-red-state-murder-crisis
Crazy world that we live in.
Meanwh…
If someone was interested in speculating a bit. Did not want to hold physical silver and was looking for top 1-3 funds, what would be recommended at this point? All usual disclaimers apply.
My portfolio and returns are quite close to @Observant1. I had almost no INTL equity allocation, so TR was about a percent lower. Same footnotes, basically. I had slightly more equity and slightly more cash.
Will be moving some MMF/TBUX to bond oe…
It is not about drugs. trump pardons drug kingpins. Opioids ran rampant during the first trump administration, they did jack squat as it tore through the nation.
...
Just don’t call it Kentucky. While one of the reddest of states some of our politicians here, notably Thomas Massie and Rand Paul are the rare breeds in the GOP who boldly and repeatedly stand up to that fellow in the White House.
I knew I mig…
It isn't the maga voters that matter. He lost in 2020. It is about the swing voters, who may or may not be uninformed, but are sensitive to their pocketbooks.
And it is about far more than just ACA subsidies. Student loan forgiveness, Inflation, e…
And the artificial scents are abominable... AND they are actually unhealthy.
And then, there's the 15-20% of the population who has to SUFFER through each day with such aromas, everywhere:
(Hint: I are one.) https://en.wikipedia.org/wiki/Sensory_…
While on the topic, using too much concentrated detergent in a washing machine, particularly a high efficiency one, leads to a buildup in the outer tub that results in a mildew odor. The detergent causes the lint to stick to the plastic outer tub, a…
We have a zero scent policy around here. I often describe these so-called "fresh odors" as "25 cent a barrel perfume". No fabric softeners, scentless detergent, no scented candles, bare minimum air fresheners, only as needed. True clean doesn't requ…
"The last 10 years have been an ugly era for facts, marked by a drumbeat of untruths
and near-constant charges of 'fake news' from the decade’s most influential player,
President Donald Trump.
...
Comments: There were so many big lies this year (a…
Agree with all of the above. I am anticipating a shock to many, when their ACA subsidies evaporate. But, I think the stage is set to lay it at trump's bloated feet.
And education loan pressures are set to rise, as well. I suspect that a lot of fol…
am by no stretch a china optimist (especially for foreign investors), but they have been playing checkers while the gop have been playing with\for themselves. america has only leveled the field regarding corruption.
am much more optimistic regardi…
https://www.cnbc.com/2026/01/01/us-grants-tsmc-licence-to-import-us-chipmaking-tools-into-china.html
U.S. grants TSMC annual licence to import U.S. chipmaking tools into China
Not the most advanced chips, but still an olive branch.
The wins for …
10 degrees and snowing here, right now. I need the down time, so no biggie. Shoveling and snowplowing might be therapeutic for a day, or so. Had a good sleep.
Wifey made a big pot of chicken dumpling soup. Fridge is full. Several good TV series to…
@AndyJ
Per daffy Duffy above, even if it were this admin's program, $1.5B doesn't buy much in infrastructure, especially in a country like this one, where so much in that category is aged out or needs to be replaced for health reasons.
the amount …
