Yes, well. "It's a song about Alice. Remember Alice?"
https://www.politico.com/news/magazine/2025/02/11/democrats-tricked-strong-economy-00203464

Kyrie Irving has been a Vegan since 2017 and playing pro Basketball at All Star level.
I knew some vegetarian families that for 1000s of years only ever had milk and yogurt for animal products.
I was a vegetarian for more than 40% of the years of my life. After that I ate everything available, including snakes. Now I am down to fish and egg whites. Though no eggs for the last one month because of shortage and I do not miss them. There are other vegetarians in this forum.
I can not imagine there is a standard diet that is a fit for every individual.

We still have ~10% of our stock exposure in Foreign. Similar to @BenWP, we get most of our Foreign exposure through a Global fund, PRGSX, and we used to also hold GSIHX, but sold it on Election Day. We replaced the dedicated Foreign slot near EOY 2024 with BISAX.
BISAX and PRGSX are our best performing funds YTD, UP 8.66% and 7.67% respectively. GSIHX and/or BISAX are the only two dedicated Foreign funds we'd consider holding at this point - very tough category.

https://www.sec.gov/Archives/edgar/data/1485894/000119312525028586/d898508d497.htm
97 1 d898508d497.htm J.P. MORGAN EXCHANGE-TRADED FUND TRUST
J.P. MORGAN EXCHANGE-TRADED FUNDS
JPMorgan Sustainable Infrastructure ETF
(the “Fund”)
(a series of J.P. Morgan Exchange-Traded Fund Trust)
Supplement dated February 18, 2025
to the current Summary Prospectus, Prospectus and Statement of Additional Information
dated March 1, 2024, as supplemented
NOTICE OF LIQUIDATION OF THE JPMORGAN SUSTAINABLE INFRASTRUCTURE ETF. The Board of Trustees (the “Board”) of the Fund has approved the liquidation and dissolution of the Fund on or about March 28, 2025 (the “Liquidation Date”). Effective immediately, in connection with the liquidation and dissolution, the Fund may depart from its stated investment objective and strategies as it increases its cash holdings in preparation for its liquidation. On the Liquidation Date (for settlement the date after the Liquidation Date), the Fund shall distribute pro rata to its shareholders of record all of the assets of the Fund in complete cancellation and redemption of all of the outstanding shares of beneficial interest, cash, bank deposits or cash equivalents in an estimated amount necessary to (i) discharge any unpaid liabilities and obligations of the Fund on the Fund’s books on the Liquidation Date, including, but not limited to, income dividends and capital gains distributions, if any, payable through the Liquidation Date, and (ii) pay such contingent liabilities as the officers of the Fund deem appropriate subject to ratification by the Board. Income dividends and capital gain distributions, if any, may be paid on or prior to the Liquidation Date.
After the close of business on Friday, March 21, 2025, the Fund will no longer accept creation orders. This is also expected to be the last day of trading of shares of the Fund on The Nasdaq Stock Market® LLC (“Nasdaq”). Shareholders should be aware that after the close of business on Tuesday, February 18, 2025, the Fund will no longer engage in any business activities except for the purposes of selling and converting into cash all of the assets of the Fund, paying its liabilities, and distributing its remaining proceeds or assets to shareholders (the “Liquidating Distribution”). Furthermore, during the time between market close on Friday, March 21, 2025 and the Liquidation Date, shareholders will be unable to dispose of their shares on Nasdaq.
Shareholders may sell their holdings of the Fund, incurring typical transaction fees from their broker-dealer, on Nasdaq until market close on Friday, March 21, 2025, at which point the Fund’s shares will no longer trade on Nasdaq and the shares will be subsequently delisted. Shareholders who continue to hold shares of the Fund on the Liquidation Date will receive a Liquidating Distribution (if any) with a value equal to their proportionate ownership interest in the Fund on that date. Such Liquidating Distribution received by a shareholder, if any, may be in an amount that is greater or less than the amount a shareholder might receive if they dispose of their shares on Nasdaq prior to market close on Friday, March 21, 2025. The Fund’s liquidation and payment of the Liquidating Distribution may occur prior to or later than the dates listed above.
Shareholders who receive a Liquidating Distribution generally will recognize a capital gain or loss equal to the amount received for their shares over their adjusted basis in such shares. Please consult your personal tax advisor about the potential tax consequences.
INVESTORS SHOULD RETAIN THIS SUPPLEMENT
WITH THE SUMMARY PROSPECTUS, PROSPECTUS AND STATEMENT OF ADDITIONAL INFORMATION
FOR FUTURE REFERENCE
SUP-BLLD-225

@BenWP,
1 - How do you get your zinc, iron, calcium, D3, and B12?
2 - and while @msf nicely blew it up, and you did add a meaningless 'lest I be misconstrued', why would you post nonsense like this in the first place?
>> chicken eggs are terrible for human health
No misconstruing involved with such a falsehood, right?

my old roommate invests in 2 country based international funds. Israel and Poland. he's sworn to me for over 15 years I need to do so as well. Its basiclly matched a international index.
I personally use AVDE and AVEM from Avantis since 2021. That replaced DFIVX which I owned for 5-6 years previously in my 401k.

I broke my own rule by buying into BLX in Panama.
Banco Latinoamericano de Comercio Exterior, S.A. (the Bank) is a specialized multinational bank. The Bank is established to support the financing of trade and economic integration in Latin America and the Caribbean.
My tax circumstances mean that it doesn't make sense to invest where a portion of my profit via dividends will be pre-taken from me, before the cash shows up in my account. But that outfit is making money, and with a low P/E. (7.07 per CNBC.)
In the USA, the brokerage lets you choose "zero withholding." I discovered that in order to get that simple thing done "outside," I'd have to create an account with each of the foreign Tax Authorities. No, thanks. .... I "bit the bullet" and bought BLX due to its performance and rather hefty dividend, so if a slice is taken before I can get to it, then I'll just live with it. (yield = 5.17%)
**********************************
Elsewhere: Africa, particularly sub-Saharan Africa, is a dumpster fire. In days to come, it will be interesting to see whether Syria can re-join civilization and sign-onto the Rule of Law. It was the Regime, not the population generally, that kept Syria from un-becoming a filthy, corrupt disaster. So far, it looks like they're making positive moves. Everything moves slowly when you have to deal with PEOPLE!
Watch Europe's defense/military providers. Dassault comes to mind.
https://www.dassault-aviation.com/en/defense/
Uncle Orange has demonstrably stepped back from having the USA be the Leader in NATO. Poland's leader explicitly addressed fellow High Mucky-Mucks, saying Europe must depend upon themselves.
Philippines is corrupt, along with countless other places. And the Orange One lately suspended the U.S. law which prohibits U.S. companies from bribing people in foreign countries in order to do business in those places.
Here's a nifty little list of Australian basic materials companies. Some of the info is blocked unless you subscribe. NZ always gets overlooked. I'm overlooking them, too.
https://www.tipranks.com/compare-stocks/basic-materials/australia
Canada likes to sell rocks and trees to the world. But tariffs to come? I'd wait. The 5 biggest Canadian banks are highly regulated, but own 90% of funds on deposit in banks and credit unions, nationwide. The 6th-largest is Nat'l Bank of Canada, but does not trade in the US. You'd have to buy shares in Toronto. There are huge, impregnable walls, barriers, to entry into the banking market in Canada. At the right price, they are always a safe bet. Lately, TD (Toronto Dominion) had to pay a fine for money laundering, in the US.... But is Canada "foreign?" It's North America.
BMO BNS CM RY TD.

+1.

Lest my passing comment about eggs be misconstrued: I abandoned the standard American Diet (SAD) quite a number of years ago. I consume no animal products, processed foods, no chemical additives and try to limit sugar and oil consumption to strict minima. Eggs, therefore, do not have a place in my diet. Nor does bacon, the other hot-button grocery product mentioned frequently during the last presidential election campaign. It appears to be one of the worst foods one can consume. The most influential sources that pushed my wife and me towards this diet are The China Study by Campbell and Campbell, and two books by Michael Gregor: How Not to Die and How Not to Age. According to a workshop presentor I heard just recently, Dr. Gregor’s next book will consider how not to get cancer. In a nutshell, we follow a Whole Foods Plant Based (WFPB) diet. I try to respect others’ choices, fully aware as I am that challlenging others’ perceptions of what constitutes a healthy diet may instigate a food fight. The science behind the Campbells’ and Gregor’s work appears sound to me; however my academic training and professional work are not in science. My cholesterol level has dropped to 103 from about 135 20 years ago, but there are practitioners in the dietary field who say that 100 and below is the right target.

Most major corporations incorporate in Delaware for, as Reuters puts it, "its stable law and well-respected courts". Supporting that stable law is voluminous case law. And because Delaware has a well-established rule of (corporate) law, investors have been happy with their corporations being incorporated there.
With certain corporations moving or threatening to move out of state, the state legislature is enticing them to stay by advancing a bipartisan bill that would significantly weaken investor protections. "The bill was not drafted by the state's bar association, which typically oversees changes to the state's corporate law." (This is an example of why some investors here are taking a closer look at how politics is affecting their portfolios.)
Reuters article (via Fidelity): https://www.fidelity.com/news/article/top-news/202502172152RTRSNEWSCOMBINED_KCN3F304K-OUSBS_1
Here's commentary by Ann Lipton - Professor in Business Law and Entrepreneurship at Tulane Law School.

Fiduciary obligations are, like the rigidity of the corporate form itself, a type of state regulation: They are a judicially-imposed limit on exploitative conduct by managers.
But Delaware’s been eroding that form of regulation for quite some time ...
Still, fiduciary obligations seemed to make something of a comeback ...
So I suppose it was inevitable that the Delaware legislature would seek to undo that last vestige of regulation, as well as all other remainders.

https://www.businesslawprofessors.com/2025/02/delaware-decides-delaware-law-has-no-value/

There are definitely different ways to play shareholder yield. Cambria's funds put their thumbs on the value factor. Wisdom Tree's WTV puts its thumb on the quality factor. WTV has only been using the shareholder yield factor since 2017, as near as I can tell.
I am definitely keeping an eye on WTV for my taxable account.
I bought SYLD and RWJ in 2023, and they have done well enough since then (12.5% and 14.5% if M* can be believed) that I don't regret their purchase the way I have regretted some others. I doubt I'll be adding to those positions. They were certainly too bumpy for my IRA.

For most people, an egg a day does not increase your risk of a heart attack, a stroke, or any other type of cardiovascular disease.
...
Of course, it matters greatly what you eat with your eggs. The saturated fat in butter, cheese, bacon, sausage, muffins, or scones, for example, raises your blood cholesterol much more than the cholesterol in your egg. And the highly refined "bad carbs" in white toast, pastries, home fries, and hash browns may also increase your risk of heart disease, stroke, and other cardiovascular diseases.

Harvard Health Publishing, Harvard Medical School, April 16, 2024
https://www.health.harvard.edu/heart-health/are-eggs-risky-for-heart-health
It's saturated fat in eggs, not cholesterol, that leads to the recommendation that egg consumption be capped. The USDA guideline that capped cholesterol consumption was removed a decade ago. "When the facts change, I change my mind."

We confirm from the review of the literature on epidemiological data, meta-analysis, and clinical interventions where dietary cholesterol challenges were utilized that there is not a direct correlation between cholesterol intake and blood cholesterol. ... A great number of epidemiological studies and meta-analysis indicate that dietary cholesterol is not associated with CVD [cardiovascular disease] risk nor with elevated plasma cholesterol concentrations. ... However, if the cholesterol sources are consumed with saturated and trans fats, as happens in the Western diet pattern, increases in plasma cholesterol may be observed. The most recent epidemiological data and clinical interventions for the most part continue to support the USDA 2015 dietary guidelines that removed the upper limit of dietary cholesterol.

Fernandez ML, Murillo AG. Is There a Correlation between Dietary and Blood Cholesterol? Evidence from Epidemiological Data and Clinical Interventions. Nutrients. 2022 May 23;14(10):2168. doi: 10.3390/nu14102168. PMID: 35631308; PMCID: PMC9143438.
https://pmc.ncbi.nlm.nih.gov/articles/PMC9143438/#sec6-nutrients-14-02168
More on saturated and trans fats:
https://www.mayoclinic.org/healthy-lifestyle/nutrition-and-healthy-eating/in-depth/fat/art-20045550
More on dietary cholesterol and blood cholesterol:
https://duckduckgo.com/?t=h_&q=correlation+between+dietary+cholesterol+and+blood+cholesterol&ia=web

Distillate Capital also runs at least three ETFs using a cash-flow model. COWZ had wonderful performance in 2020, 2021, and 2022, and has attracted a whopping $25B in AUM. I was a fan of DSTL, DSMC, SYLD and COWZ until 2023 when fortunes turned notably south and have not reversed. During the COVID drawdown, MFO members batted about these funds when many were in search of something that might stem the downward trend of the markets.

I believe information presented in the blogs and videos is materially the same¹.
The video often seem to be available several days prior to the corresponding blog.
Charlie Bilello does not maintain a regular publishing schedule.
The Week in Charts videos have been published on Friday, Saturday, Sunday, Monday, etc.
¹ I've seldom read the blogs and prefer to watch the videos instead.

Thanks, @Observant1.
I never checked if there are ever differences between the video and the Blog that comes out on Thursday(?). I assumed they are the same and ignore the video that shows up in my email because I prefer to read than watch a video filled with data and charts (a habit I picked up from @yogibearbull). Do you know if there are material differences between the video and Blog?
Thanks for keeping this thread going. It makes the forum richer IMO.

The Week in Charts (02/17/25)
The most important charts and themes in markets and investing, including:
00:00 Intro
00:54 Topics
01:44 Eggflation Is Back
07:19 Fed on Hold
10:30 Another Record High for Earnings
14:28 Everything Is Up
17:21 Why Home Price Appreciation Is Slowing
22:27 The DOGE Savings Tracker
26:05 Rising Real Wages
Video
Blog

In the Off-Topic section @Mark has posted "Voters Were Right About the Economy. The Data Was Wrong", a non-political economic report which I believe to be absolutely accurate, and of major significance. It describes how the government information on the major facets of American economic life fails miserably to accurately reflect reality.
I strongly recommend that anyone interested check out Mark's posting.

@Junkster,
Appreciate you visiting and posting in this forum.
@rforno,
I have given much thought to your question. US default (even a tactical default) does not rank in the top 10 problems that would precede why our investments (other than US treasuries) might take a hit. I think Junkster gave a good lead. He always does.

Oh I would not be selling stocks in such a scenario -- if they swoon in sympathy, I would be buying.

I can accept buying as an idea but would keep somewhat tight stops so one does not get called on their bluff or bluff on bluffs. Part of my friction is that I can wager on risks but I can not wager on uncertainties. We are in a perfect environment for nimble traders, which is a very small percentage of market place participants.
(As to timing sales, that is a difficult art even for the pros like Stan Druckenmiller. Over the years, I have sought and not received good sell strategies. There was an academic paper on this and it concluded that monkeys fared better than professional investors in timing when to sell. (This is not an issue for nimble traders.))

FWIW, we get 1099-R for retirement accounts only when we withdraw from them.
Taxable a/c do have consolidated 1099.