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.
What is truly insane is the number of brown people, black people and Jewish people that are enabling these haters who would see them extinguished from U.S. society.
The height of hypocrisy for an administration that refused to call out anti-semitic supporters during Charlottesville protests and among the many white supremacist groups that support Trump.
"One week after former President Donald Trump announced …
I think I've read and I hope true, green energy is becoming cheaper than fossil fuel. If so,it will grow on its own.
Yes, but who will be driving all that growth, and reaping the rewards? The U.S. or foreign competitors?
"The majority of automotive manufacturing facilities in the US are in Michigan, Ohio, and Indiana - home to a large number of American assembly plants and parts suppliers. States like Kentucky, Tennessee, South Carolina, Alabama, and Mississippi for…
Hi @Anna and @DrVenture
How about this?
I forgot about CBS. The can teach a master class in the butt smooch. They put the BS in CBS. Maybe they can replace the CBS 'eye' with a pair of supple lips?
May I recommend a few such tutors? People who have truly mastered that particular art form? JD Vance? Bessent, Bondi, Hegseth? Most of SCOTUS? These are true masters of supplication. They can demonstrate perfect lip placement and moisture control. J…
Auto Industry Takes $12 Billion Hit From Trade War
"President Trump’s tariff war has inflicted almost $12 billion of losses on global automakers,
the biggest hit they have faced since the pandemic.
The scary reality: This may be just the beginning.…
TBUX (TRP Ultra short bond ETF) is also doing well, with a 1-wk return of .23%. The 7-day SEC yield is 4.65%.
I'm pretty sure that's 30 day yield, if I read it right.
But now we're drifting from money markets to ultra-shorts. Not that I mind t…
TBUX (TRP Ultra short bond ETF) is also doing well, with a 1-wk return of .23%. The 7-day SEC yield is 4.65%. I sometimes combine it with a MMF to juice overall returns.
In any decline, those at the bottom always take it worst of all. Many of them voted for this, thinking this would be their big chance to get out of their rut. They will get crushed economically. I'd also assume that a lot of older Trump voters will …
I should add here that Trump says the ballroom will be paid for by donations from “patriots” - whatever that means. But it seems you and me are footing the bill for the bathroom upgrade.
That would be "involuntary" donations it appears. Will tho…
Thanks to Observant for keeping it real, despite attempted misdirection, deflection, whataboutisms and the usual straw men.
Firing people for telling the emperor that his new clothes appear "lacking"
is the work of tyrants. Some folks like tyrant…
And we should be asking, if China establishes a strong footprint in Latin America which economically benefits Brazil, how many others will follow? Each domino that falls may bring Chinese economic influence closer to our Southern border.
I also think that the private sector data/numbers will become more trusted. Investors will not be misled so easily. This could also backfire, when even positive true/real government numbers are viewed with skepticism.
The choices are to either wait until all the data is collected and properly verified, then release it months later. Or offer preliminary data, then apply revisions as the data is finalized. Three month old data may well be useless. Preliminary data …
Thank you for chiming in, DT. I remember you from M* forums, you always offered level-headed opinions. I agree with your concerns, and conclusion that the data is changing almost daily.
Link works. The entire thesis is exactly where I am at the moment. Leaning into FI, not feeling that equities have a great risk premium right now. Holding cash in lieu of longer bonds. My FI allocation has nearly matched my equity allocation in the …
@equalizer and @Howaya make some excellent points. The U.S. has a voracious consumer with plenty of disposable income ... for now. And in bigger numbers than many of our trade partners.
And China has a robust manufacturing base that is hankering t…
As the economy unravels, we will hear a lot more of "It had to be done". As if making us economically weaker accomplishes anything. Ot that they are fighting the "good fight". No proof will ever be forthcoming.
I stand corrected, apparently we have a $31 billion deficit on approximately $765 billion in total trade. Not surprising, as we import 4 million barrels of oil a day from Canada.
I might add that I do not personally consider a trade deficit to be …
That was a $7.4 billion trade surplus with Brazil in 2024. And an increase from 2023. Yet, here we are placing tariffs on Brazil. Even more reason for Brazil to strengthen ties with any partner that isn't engaging in unfair trade practices with them…
Add to all of that the deportations and immigration restrictions that will eliminate the low cost labor that allowed us to compete better with lower income trade partners, and will cut us off from the best and brightest.
Conservatives like to talk…
I had PRHSX for decades. I dumped most of my healthcare holdings before I lost too much of the outsized gains I had accumulated. The weakness started in early 2022.
Your link did not work for me, but this works. I have no idea if he is correct, but it is intriguing and I shall be watching closely and have already begun rebalancing to less stocks/more FI and slowly adding an INTL component, well before reading t…
Three straight losing days despite a flurry of tariff announcements. There is a July jobs report that is expected to be rather grim, and expectations of fewer rate cuts as the year progresses. It looks like the salad days are over!
I may consider …
LOLs all around!
I am in a holding pattern with 58% equities and more cash than ever. I perceive the recent surge of U.S. market gains as mainly based on retail investors buying into smoke and mirrors. If I am wrong, I am still sitting at what is a…
I posted this in the other thread, a short read and worth considering. Basically all smoke and no fire.
https://fortune.com/2025/07/29/markets-europe-pulled-wool-over-trump-eyes/
https://fortune.com/2025/07/29/markets-europe-pulled-wool-over-trump-eyes/
"Analysts are hinting this morning that E.U. officials appear to have pulled the wool over Trump’s eyes in the negotiations. The deal includes $750 billion in “strategic pur…
My takeaways on the linked video are that once you eliminate partisan beliefs, there is almost nothing in the recent government actions that would ever be considered positive economic news. From tariffs above Smoot-Hawley levels to the Big Deficit B…
My local energy company has a competition between neighbors to cut their energy usage. They send customers their personal result as compared with their neighborhood. Why are we asking grandmas to cut heating their homes while building data centers t…
