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 recent outperformance of international stocks can continue and begin to reverse this circumstance?
To a large extent that’s a result of the dollar falling against foreign currencies over past year or so. But not all is attributable …
Not sure know which “market” the following numbers represent. But I dug them up in Stack’s latest newsletter. Possibly the S&P 500?
From James Stack (July 18): Current Market Price-to-Earnings 28.3 / Average since 1928 17.7
I’ve chec…
Some have said that Musk has better social media leverage than Trump. And the same might be said of Rogan, who has soured fast on this regime. Both have huge media leverage. Even though both are politically light weight.
Musk could win some lawma…
I happened to catch this one (RUSSO) on PBS. I didn’t even know PBS carried the show. Pretty cool dude. Long term investor who quotes Charlie Munger a lot. Likes Heineken. (There’s a non-U.S. holding if anyone is in need of such.) I’m not a fan o…
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…
To vary an expression often said of boats:
“The two happiest days in a man’s life are: the day he puts up a Starlink dish and the day he takes it down.”
It was great going from cellular-based data when I installed my Starlink setup. Best game in …
I am old school. I haven’t been real enamored of any of the late night hosts since Johnny Carson. Simpler times back then which I miss. Carson wasn’t political, at least in any mean or hateful way.
+1
I think Cobert has tremendous talent but tha…
Federal Reserve’s Waller says central bank should cut rates at next meeting
”A top Federal Reserve official said late Thursday that the central bank should cut its key interest rate later this month, carving out a different view than that of Chai…
Yep.
While non-topical, this is the notion from the article that got my attention:
“Does it even make sense to keep trying (and evidently failing) to place two highly skilled pilots in the cockpit when the job consists of letting the plane fly its…
I’ll simply say that the volatility Trump’s Liberation Day antics introduced into the markets over roughly the first 10 days of April helped me. I bought the dip and sold the rip. This is not an endorsement of Trump or FD. Just damned good luck.
Wow. Crazy. Can count about a half-dozen harrowing experiences in my long life that could / should have ended it. Escaped thus far. Was not aware of the shock hazard. Did a lot of foolish stuff with electricity as a kid but never tried replacin…
Can’t believe Malpass is under serious consideration. Struck me as a lightweight intellectually when he headed the World Bank. Candidates
Yes - if one were to assume logic in this matter it might well be a diversionary tactic.
Hi @hank That Westinghouse, model H862N7, 1962 was likely built in the USA. A 'tube' model that also has two CD (Civil Defense) bands in the AM tuner. This period going forward began to find many 'legal naming rights' to be maintained, although m…
One source
Excerpts: “According to the Power Reactor Information System (PRIS) of the International Atomic Energy Agency (IAEA), there are (in 1924) 413 nuclear reactors in operation worldwide with an average age of around 32 years.”
”Nuclear en…
Yogi is correct: ”Wiki has head spinning adventures / misadventures of Westinghouse.”
Thanks for the link.
Re Westinghouse’s broadcasting history. This Wiki article is about WBZ Boston which Westinghouse long operated. But it also references Wes…
Money talks.
If you’re not aware, legalized gaming has become a very large and profitable industry. (Inadverdantly, it has increased viewership and helped sports networks.) I posted a Barron’s article on it several months ago. For me, wagering 50…
Thanks guys, so far, for your restraint and insightful remarks. Unusual for the WSJ to post a story without better verification. They were, of course, citing less reliable and left-leaning Bloomberg. I would not have posted this if I’d though…
