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.
Remember everyone that Trump is responsible for the sun rising, but if his tariffs result in diminished GDP or higher prices, we need to blame someone else. Are we all on board right now?
https://www.cnbc.com/2025/07/26/trump-tariffs-trade-lawsuits.html
-A federal appeals court will soon hear oral arguments in a high-profile lawsuit challenging Trump’s authority to impose sweeping “reciprocal” tariffs.
-The case is the furthest alo…
har, shadowstats is laughable
https://www.reddit.com/r/badeconomics/comments/3zik5t/shadowstatscom/
https://en.wikipedia.org/wiki/Shadowstats.com
'By 2021, the cumulative estimates of ShadowStats imply an average annual inflation rate of 9% for a…
Oh yeah. Didn't see the actual episode. But, the fact that the WH had a cow about the satire made it all even funnier.
https://www.nytimes.com/2025/07/24/business/media/trump-south-park-colbert-stewart.html
Way to keep the news cycle alive!
LOL - I tend to avoid chat "features". One notable exception was Best Buy. I had made a couple larger purchases, and then within the 30 day window, the items went on sale. I was able to easily, and successfully use their chat to get price adjustment…
https://www.thedailybeast.com/musk-immediately-throws-trumps-suck-up-attempt-back-in-his-face/
Musk isn't accepting Trump's olive branch, which appeared to be an effort to get Musk to stop talking about Epstein and the Big Beautiful Deficit Bill. S…
Agreed. If tariff costs are passed along, they will produce higher prices. If they are absorbed they will impact earnings. I expect a combination of the two to affect consumers and investors.
And I would be wary of issues beginning to arise from o…
@hank I have had a few experiences with varnish type products producing "gas leak like" odors. Doing stain and varnish in the garage, the vapors got into the laundry room and made the running clothes dryer smell like a gas leak. I have also had a si…
By the time anyone is able to validate trade agreement compliance, Trump will be gone. It will take a year, or more, just to get preliminary numbers.
As stated, Japan doesn't want our cars. The exception being Jeeps, and the Jeep brand is no longe…
The markets reaction is like finding out that your cancer is treatable. Not good, but better than the alternative. The other shoe will drop soon enough. Tariffs now stand at 100 year highs. A huge tax increase.
https://www.nytimes.com/2025/07/23/b…
No regrets. I like ideas. What people may do with information is their own responsibility. FR/BL funds have taken a breather. We shall see if they resume their gains. My interest in them is as you stated, a transitionary move, as a cash sub.
I am …
I doubt that I hold these long, if they deteriorate, they will be gone ASAP. Their only purpose is to do better than my ultrashort fund. The BL beats on the 1-mo and the 3-mo, but seems to be slipping on the 5-day. I'm thinking that I missed their r…
Yes, I've seen reports there was only one working camera in the "area" and it was actually missing about three minutes, clearly had been edited, and definitely not the raw source video. Clearly Patel and Bondi are lying, and not even doing a good jo…
Murdoch is a bulldog and far more astute than Trump. They will look to depose Trump under oath and dig up all sorts of things to ask him based on his never-ending blathering. Overall, this will drag out the Epstein narrative for years, if Trump does…
I just had a talk with a friend about diversification etc... He was talking about 60/40 US/INTL and I was talking about just US. So I went and did some back testing using VTSAX (total stock) and VTIAX (total intl) Since 2010, US/INTL only beat US…
Yes, that is indeed an irony. And not just in California. I expect this attempt to remove agriculture workers to fail spectacularly. And H2A visa modernization will be interesting. At present migrant farm workers earn under $2/hr. H2A visa requires …
Not the only time:
https://ufw.org/UFW-s-national-Take-Our-Jobs-campaign-invites-U-S-citizens-to-replace-immigrant-farm-workers/
With the majority of U.S. farm workers undocumented, the United Farm Workers is launching a national campaign challeng…
It’s getting interesting. Trump may need to move to the left to save his a** eventually as the right fragments. Won’t happen overnight. I’d say Musk (“Who me?”) is quietly behind a lot of the increasing dissent on the right.
(Disclaimer - My view…
Hank,
I agree with your assessment of the WSJ.
I've found most of their articles about business, investing, etc. to be well-written and informative.
There wasn't much (if any) evident political bias.
Definitely can't say the same for the editorials…
although rumors greatly excite the q-anon types embedded deeply in the gop, skepticism is warranted if/when facts are revealed.
it is certain MAGA loses interest when facts emerge, and there will be no shortage of rightwing media, congressmen, and …
I agree with the folks who say that if 1000 people are tasked to this job, there will be many holes in the bucket, Dear Liza.
I am greatly enjoying the huge hole they have managed to dig themselves. And we know that with MAGA, and its little broth…
He comes here to plant political flags, pretending he isn't. Mainly though, he isn't engaging or interesting enough to banter with. A Reddit level troll.
The elephant in the room is that the economy was strong as heck in 2023/2024 and handed to t…
...
Trump went on to suggest that all of the files from the federal investigation into his late friend, the convicted sex offender Epstein, should not be released because they might include false information about him planted there by his Democrati…
I assume that the above is tied to the threats of secondary sanctions?
https://www.cnn.com/2025/07/13/politics/russia-sanctions-bill-trump-senators-bipartisan
"The legislation, which would allow the president to levy a 500% tariff on imports from …
