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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.

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hank

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hank
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  • Is it ethical? I think not. His every word seems to shake and rattle global markets. Volatility = profit for those in the know. Who else knows about these impending verbal firestorms before they are publicly unleashed?
  • If any other US president had pulled this type of stunt, they would have hung him on the spot. The words "conflict of interest" means nothing to MAGA, but it should still mean something in a non-fascist society. Not sure which one we live in no…
  • ”pursues its investment objective by investing under normal circumstances at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies that Tweedy, Browne Company … believes are underv…
  • Sleep well at night knowing that we already took over the Gulf of Mexico America. How about ”America - Third Planet from the Sun”?
  • Will there be a “strip joint” on the Strip? This thread is getting interesting.
  • Military Helicopter Was Operating With Key Safety System Turned Off - U.S. News Excerpt from story: A key safety system was turned off on the U.S. Army helicopter that collided with an American Airlines regional jet last week near Washington's…
  • Am I missing something? REMIX/BLNDX knocks the socks off LCORX, and the other competitors mentioned by several members in this thread. Good point. LCORX is the only TA fund I ever owned or know much about. That’s why I happened to look at its ‘22 p…
  • I thought for years VWINX seemed to ”walk on water” - meaning it regularly outpaced the competition for reasons difficult to fathom. Great management for sure. Low fees of course. And likely some good luck. It began to slump about the time interest…
  • Gaza is just another distraction, keep your eyes on what Musk is doing ... Headline on Bloomberg’s website this evening … ”Musk Moves on to Medicare Amid Gaza Firestorm” (Sorry - I don’t have any details …)
  • Thanks @Stillers - Corrected the JFK slip. In order of magnitude the two Asian wars in my lifetime dominate. I went back and included them. I wasn’t quite yet born when we devastated two Japanese cities with nuclear bombs which cannot different…
  • While the songwriter remembers life being “so beautiful” when he was young, my own memory differs … 1950-53 - Korean War / 36,000 U.S. soldiers killed 1963 - President John F Kennedy assassinated. 1963 - Governor George Wallace of Alamama stands in…
  • The opening’s eloquently developed references to David’s disheveled garden evoke (perhaps intentionally) thoughts of Kosinski’s novel: “As long as the roots are not severed, all is well. And all will be well in the garden.” (Chauncey Gardiner …
  • The average return of a category of funds in any of the past ten years can be found on the M* performance page of a sample fund in that category. Precise to the basis point. For example, using LCORX: https://www.morningstar.com/funds/xnas/lcorx/pe…
  • @Observant1 - Thank you. Yes it is. Too late last night when I first looked. I’m surprised tactical allocation lost more than 15% in ‘22. LCORX lost about half as much.
  • It would be helpful if M* compared the relative performance in 2022. I’d really like to see that. Just looking “hit and miss” I’d say tactical allocation funds held up somewhat better, but that's hardly scientific (or representative). If you want a…
  • All we have is each other. Institutions and "leaders" have failed EVERYONE, everywhere. Not too different from what the MAGA crowd says. I won’t disagree with you. I’m just pointing out that your belief is near universal regardless of political aff…
    in . Comment by hank February 4
  • Regarding the “boiling water” humor illustrating how engineers, mathematicians and physicist may view or define the same problem in starkly different ways and utilize completely different approaches to arrive at a workable solution … Same might be…
  • Here’s somebody’s supposed list of the “100 greatest female singers of all time”. OK - An impossible task. If Roberta Flack made the list I didn’t see it. And how could Brenda Lee not make it? Yes - her reign was short, beginning at about age …
    in . Comment by hank February 3
  • Thanks @Stillers. Comment was a tease. The tariffs on Mexico have been delayed one month pending negotiations. PS - It’s a good thing nobody’s making drastic portfolio changes based on every word emanating from the White House these days.
  • Huh. I did not expect the US markets to react this way. We remain in bizarroworld. Haven’t you guys heard? Mexico’s been cancelled. Story ”Who’s on first. I Dunno’s on second.”
  • Most are going down only 1 basis point. Not sure why it's generating this level of media coverage ... it's a non-issue for most people who wouldn't even notice. Yup. The media needs something to rant about on an otherwise slow day I guess. VG’s m…
  • Maybe they could keep the fees the same and have a functioning website and good customer service. My thought too. :) I’m thinking if this gets enough positive PR in the press it will encourage more retail investors to plow more money into VOO. Jus…
  • ”I'll see how things look after I get back from my workout.” My daily ”workout” is 6” deep in the driveway and accumulating. :) Thanks folks for continuing this very informative thread. I’m watching closely but don’t see any need to make changes…
  • Musk Says DOGE Halting Treasury Payments to US Contractors Elon Musk said his “DOGE team” of government efficiency enforcers is shutting down some payments to federal contractors, suggesting that the world’s richest man may have access to sensitive…
  • Thanks for the link @Sven. I can live without an AI App for now until more is known. Truth is we expose ourselves (privacy, financial assets, etc.) to some small degree every time we login to some account. And need to guard against some pretty sop…
  • If the stock market enters correction territory in the near-term due to tariffs, Trump may rescind tariffs and quickly declare victory based on an inconsequential outcome. He has a strong preference to be associated with robust stock market returns.…
  • Just consumed my final bottle of Modelo Negra. :( Thanks for the “cheery” update.
  • "From the WSJ - Pentagon releases name of third helicopter crew member - after unexplainable delay." Trump and Hegseth blamed this accident on DEI programs. Cpt. Rebecca M. Lobach's family requested that her name not be disclosed. I believe they di…
  • From the WSJ - Pentagon releases name of third helicopter crew member - after delay. Excerpt from above linked article: The Army released the name of the third crew member who died Wednesday when the helicopter she was co-piloting collided wit…
  • I believe I posted something similar to @rforno’s Bloomberg data back on January 27 under @Mark’s ”Howard Marks” thread. Here it is (scroll up a bit). Re: the ongoing discussion (as much about sources as NVDA), I’d agree cable “financial” te…
  • ”Brave browser installed the option. I never use it “ Yeah @Crash - A link to AI would be less invasive than installing the actual software on your device. I’ve used such links and generally have been awed by the results. @Anna recently posted a …
  • The usual TDS. You mention Trump, and you get 10 "great" posts within an hour. ...and of course you have to open new threads on the investment forum :-) Maybe if he could shut his mouth for 10 minutes people wouldn’t constantly feel the need to resp…
  • ”But if it is still the same, civilian air traffic and military air traffic use completely different radio channels (frequencies). The controllers can of course hear both, but the civilian and military air traffic cannot hear each other.” Yes - I…
  • His tweets last night/this morning were sufficient clues to project what the buffoon would say to the world today. I sadly got stuck in a barber's chair for most of it and had to see and hear the buffoon for the first time since election day. Em…
  • Edit: what David said. Please consider giving less oxygen / airtime to nonsense. He feeds on attention - no publicity is bad publicity for him. The media gives him enough. Have you not learned enough about attention seeking posters in this forum…
  • Why is this racist quote crap being posted here ? And with that faux innocuous hed ?? Kerrist David. These are not my views. I’m quoting President Trump’s comments today on last night’s tragic airliner / helicopter accident. Please do not shoot th…
  • ”All trade data for listed stock transactions occurring on ATSs, including dark pools, must be submitted to a FINRA Trade Reporting Facility (TRF) and is published on the consolidated tape, an electronic system that provides real-time trade data for…
  • Has the SOB blamed Biden yet? Perhaps indirectly. He pointed fingers at the civilian government employees in the control tower in a social media post last night. News Story “Why didn't the control tower tell the helicopter what to do instead of a…
  • I hope he’s not just letting the illegal immigrants “test” the facility first - before filling it with other designated “enemies” of the nation. I like flying south to Key West in the winter - but don’t wish to go any further.