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 read Tesla profits were down 71% yet price is now up almost 5%. I get that supposedly there is more to TSLA than cars but 5%.
A 5% daily gain is nothing for most stocks. It happens. The algos may be buying or maybe some orchestrated meme mob like…
This brings to mind David Brooks' comments on the PBS News Hour during the first Trump administration.
Mr. Brooks stated (paraphrasing) that Trump diminishes everyone who comes into close contact with him.
Sounds like Brooks. :)
Thanks for the specificity @Observant1.
Under $20 gets you the deluxe burger with fries at Jocks & Jill’s where I often dine when traveling. Hard to beat. Why pay more … ?
This raises other questions:
- Was Hegseth providing the security?…
I clicked on the OP link and my first thought when it loaded was I inadvertently loaded a porn sight. It just felt so slimy and greasy, so I closed it immediately.
Good thinking. You might have “picked up” something there ….
One wonders how a “major loser” differs from the regular kind? :)
PBS News Hour interviewed with Ron Insanna this evening after Trump had toned down the criticism of Powell. Insanna credits (without proof) Scott Bessent, Treasury Secretary, as …
Raised my Fidelity basket holdings from 14 to 15 today. Buys: RIV & PCEF. Sale: BWG.
Basket contains 11 CEFs, 3 stocks, 1 etf. Smallish amount each, but together 25% of my portfolio.
Fido’s basket option is neat. But a record-keeping n…
I would recommend reading Randall Forsyth's "U.S. Spending Threatens the Dollar's Status...".
I did “lip service” to Forsyth’s piece in my “Gatsby” post earlier today. Agree with you that a fuller reading is essential. A number of well informed s…
Yes. One of several excellent articles in this week’s Barron’s. Thanks for posting.
(I’ll add that I’m not much of a bond fund / bond investor or very well informed - but do hold several bond CEFs in small quantity.)
Another good read this wee…
While Congress has been abdicating power to the executive branch over many decades (unwisely in my view), the current situation also points to a known flaw in our system of democratic governance with the general populace electing the chief executiv…
James Stack in his latest update to subscribers today:
”Our portfolio remains positive for the year, while the S&P 500 is down -10.2% and the Nasdaq Composite has tumbled -15.7% year-to-date.” - *InvesTech Research
I read Stack but don’t use h…
The Ask the Compound crew received many questions from anxious readers expressing concerns about stocks and the present investing environment. The crew provides some context for the current situation and offers potentially helpful suggestions.
The n…
I enjoy Cuomo, too, many evenings. Goes down easier than the more “in-your face” MSNBC / Fox / CNN. He’s an excellent entertainer. Did an excellent interview with the father of an American Airlines pilot who died in the Washington crash. The fathe…
Oh - It involves much more than the relative value of the dollar vs other currencies on the FX. We’ve had a weak dollar at times during the past 75 years while the reserve status remained intact. I can’t ever remember it being seriously questioned…
Currencies fluctuate. You can find / make arguments for and against a strong dollar. For that matter, if your goal is to profit from currency movements you can invest in foreign currencies thru etfs. Both FXY (invests in the Japanese Yen) and FXF…
Thanks @Old_Joe. Twain was brilliant. He did not tolerate fools well. As you know, his writing career began in San Fransisco. His Life on the Mississippi is a fun read detailing his “coming of age” as a river pilot - a learning curve not unlike tha…
From Crash - “...And now, 90 day delay. What will happen next? Who knows? Does Donald even know? Clearly, there is not any plan at all. Fly by the seat of your pants. Throw the dice.”
Why guess? You might invest $19.95 in a Talking President Predi…
Interesting Bloomberg Article (here)
Is anyone else surprised by how little ipads contribute to Apple’s bottom line? I sure was. 99% of my internet access is on ipads. I own 2 newer models, a larger ipad “Air” for home and a smaller “mini” whe…
Good post @Crash
For sure. Liquidity issues among some big players were rumored last week. Shortage of cash in the system to cover losses. Perhaps the “elephant in the room” owing to the amount of leverage / speculation in the system. Credit …
Loved it. Caught it live. It’s also running over in Off-Topic.
Hope Bloomberg’s announcers know a little more about the markets. Some days I wonder ... :)
And good to hear macaroni & cheese is up!
”Please limit comments to how tariffs may impact the economy or investing.
This thread is not intended for political diatribes - please use Off Topic for that.”
Thanks. I needed that!
The President’s name is attached to these and he’s exercising…
I'm looking for tips on how to invest during a trade war. This isn't your average cyclical market bummer, or a black swan like COVID. I'm not saying it's different this time. But I wasn't around for Smoot-Hawley, the McKinley Tariff, or The Tariff …
Inflation tends to drag many assets “higher” in nominal terms. I expect a lot of it down the road (next 3-5 years). The U of M sentiment survey released today shows consumers have raised their inflation expectations -
”Respondents also said they…
Update -
As of 2:40 PM today the Dow was again above the historically significant 40,000 mark.
+1.45% +580 points at 40,172 (Yes - it’s likely run back and forth before.)
I’d appreciate it if you could direct any political perspectives to so…
Executed 5 separate sales across my basket at Fidelity between 2 and 4 PM Wednesday. Basket has 12 holdings (stocks / CEFs). Had put through 1 buy order earlier in the day and had also bought in the days leading up to Wednesday.. These maga-swi…
@LarryB - Please do not turn my thread into a political discussion.
Please know @LarryB has acknowledged investing in nothing except cash for several years. He is not a fund investor, He is clearly trying to disrupt this thread and turn it into…
”… the world has changed drastically since Inauguration Day. If you can acknowledge that, you will find the point that you say you are missing …”
Hugh? I was referring to the linked chart Larry. It appears to show the Dow today at the point it w…
@equalizer - Thanks. Excellent article. Helps explain what happened.
I suspected some liquidity issues Friday (possibly part of the referenced ”margin” issues?) - just from the way everything except the very highest rated credits behaved.
Pa…
