Cloudfare outage is affecting lot more than MFO - X/Twitter, ChatGPT (OpenAI), Shopify/SHOP, NJ Transit System, etc.
https://www.cnbc.com/2025/11/18/cloudflare-down-outage-traffic-spike-x-chatgpt.html

The CLOUDFLARE problem is intermittent and continuing - now 9:50-ish EST.

FWIW - I could not access the MFO site for about an hour this morning. The web message I received said that my browser (Safari) was working, the host (MFO) server was working but Cloudflare (some kind of go between I guess) was not functioning properly. This all went down roughly between 7:30am and 8:40am, November 18, 2025.

All over X today was the fact that for the first time since April 30 the S@P closed below its 50 day moving average. The fifth longest uptrend since 1950. Going into today we had something like 5 Hindenburg Omens, One in and of itself is pretty meaningless. But 5 much more meaningful. It is easy to be bearish here but still, I don’t trust Trump and as previously mentioned think he will pull out all the stops to keep stocks and bonds afloat before mid terms next November.
Some history on the Hindenburg Omen
https://www.mcoscillator.com/learning_center/weekly_chart/hindenburg_omen_fires_5_signals/

My biggest losers are concentrated in the energy sector FWIW. 5 out of the worst 8.

Over what period of time? My midstream holding today fell by -0.41%. Pay date for the quarterly dividend is in 2 more days. Let it fall, then I'll re-invest at a more advantageous price.
Today reminds me of the manufactured volatility accomplished by the Orange regime with its stoopid, ill-informed, absurd and self-defeating economic policies. At least no one should try to say they're in the dark about any of this.

My biggest losers are concentrated in the energy sector FWIW. 5 out of the worst 8.

@Crash Seems like Artisan Partners agrees with you, so Tiffany Hsiao went back to Matthews.
US investment firm Artisan Partners to liquidate China portfolio by end-June
https://www.reuters.com/markets/asia/us-investment-firm-artisan-partners-close-hong-kong-office-sources-say-2025-06-06/

I watched a Lyn Alden YouTube presentation on why money and banks are broken. A rather predictable examination, and I could not argue with any of it. But his/her solution was to recommend crypto. Decentralized. Disconnected from the ways in which governments repeatedly devalue their own currency. Yikes. Just seems to me that the cure is worse than the disease. We must undercut the LEGITIMATE legal tender in order to be saved from it?
Ya, we had to burn down Aachen in order to save it from itself.
...Further devastating attacks followed, including a major bombing on April 11, 1944, which resulted in 1,525 civilian deaths, and additional raids on May 25 and May 28, 1944, causing 198 and 167 deaths respectively.
The destruction intensified during the Battle of Aachen in October 1944, when approximately 300 Allied planes dropped 62 tons of bombs on the city, followed by over 5,000 artillery rounds and an additional 100 tons of bombs over the next two days.
By October 21, 1944, 65% of all dwellings in Aachen had been demolished after six weeks of relentless bombing, and the city was left 85% destroyed.

Part B: Congressman Neal has it right. Actual flesh and blood people do not matter to the Orange regime.
https://thehill.com/policy/healthcare/5609430-medicare-part-b-premiums-2026/

https://www.sec.gov/Archives/edgar/data/923184/000119312525284718/d845062d497.htm
497 1 d845062d497.htm FORM 497
MATTHEWS INTERNATIONAL FUNDS
dba MATTHEWS ASIA FUNDS
Supplement dated November 17, 2025
to the Prospectus dated April 30, 2025, as supplemented
For all existing and prospective shareholders of the Matthews China Dividend Fund – Institutional Class (MICDX) and Investor Class (MCDFX):
As disclosed in a prior prospectus supplement dated September 30, 2025 (the “September Supplement”), the Board of Trustees (the “Board”) of Matthews Asia Funds (the “Trust”) approved the tax-free reorganization (the “Reorganization”) of the Matthews China Dividend Fund, a series of the Trust (the “Target Fund”), into the Matthews Asia Dividend Fund, a series of the Trust (the “Acquiring Fund”) (each, a “Fund,” and together, the “Funds”). For the reasons previously explained in the September Supplement, the Reorganization does not require the approval of the shareholders of the Target Fund or the Acquiring Fund.
The Reorganization will be delayed from the originally expected date of on or about December 12, 2025 due to the federal government funding shut-down, which has delayed review by the Securities and Exchange Commission (the “SEC”) staff of the N-14 registration statement filed by the Trust.
The new expected closing date for the Reorganization will be on or about January 27, 2026.
Based on that new expected closing date, effective after the close of business on January 12, 2026, shares of the Target Fund will no longer be offered to new shareholders, and shareholders holding shares of any other series of the Trust will not be able to exchange their shares for shares of the Target Fund.
For more information about the Reorganization, please see the September Supplement that was sent to shareholders.
In connection with the Reorganization, a registration statement on Form N-14 has been filed with the SEC. The registration statement may be amended or withdrawn and the information statement/prospectus it contains will not be distributed to Target Fund shareholders until the registration statement is effective. Investors are urged to read the materials and any other relevant documents when they become available because they will contain important information about the Reorganization. After they are filed, free copies of the materials will be available on the SEC’s web site at www.sec.gov.
This communication is for informational purposes only and does not constitute an offer of any securities for sale. No offer of securities will be made except pursuant to a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended.
Investors should carefully consider the investment objectives, risks, fees and expenses of the Funds.
Please retain this Supplement for future reference.

I don't even need to read this. If NVIDIA pulls so much weight and influence, is there any question anymore as to whether this tech (A.I.) bubble is real? I suppose that it's a good thing that a measure of air has been released from the bubble. Yet it happened just the other day, as well. I see things sputtering, choking. How do nations go broke? How do nations fail? How do Markets nosedive? "Very slowly, then all at once." We already know that the MAG7 are the ones carrying the rest of the "SP493" into profitable-looking statistics. Breadth is just not there. And the current regime thinks the fix for anything at all is more deregulation. LOL. I've just lately begun to geographically diversify in earnest. I wish I'd started sooner.
https://www.cnbc.com/2025/11/16/stock-market-today-live-updates.html

@FD100 - Have you ever mentioned “trend following” by name in any of your previous posts or recommended the best current trends to chase follow for the benefit of members who read you?
There are successful trend following funds. I have 5-6% so invested . Why anyone would put “all their eggs” in that one basket escapes me. Waiting for a Wiley Coyote moment? Trend following (managed futures) funds invest in a diverse mix of equities, bonds, currencies, commodities, metals, real estate and more. It’s doubtful that whatever you are doing is comparable to what they do.

I mentioned trends hundreds of times over the years.
Start reading at https://big-bang-investors.proboards.com/thread/3344/time-sell?page=10
stayCalm is correct about trends. I don't use most of what these funds do; it's too complicated and time-consuming.
Mine is pretty simple: only long, change funds according to trends, and sell to MM when risk is very high. Black boxes are unreliable. If I use them, it's usually shorter term, and I watch carefully.
Why would I put "all my eggs"?
This is based on my LT view that I can only have 2-5 great ideas at any moment. But I also switch quickly too when the time is right. In the last 2-3 years I traded less often and stayed in bond funds that I think can make 8+%. That also works with good timing. A fund with higher SD loses money quicker. A slower fund let me exit a bit later.
Example: I could have made more in 2024, but I stayed in HOSIX/CLOZ a lot more time.
In my world it was a perfect fund in 2024 (https://schrts.co/gnvFaMZA)
Why EGRIX and then switch to EIGMX? because after a decline, a more volatile fund would make more.

I recently rewatched the original Godfather + two sequels. Superb viewing. And a much more competent and principled bunch than what we have running things today. Brando of course excels.
Brokerage / bank / financials getting smacked today. TROW off around 5% last look.

@FD100 - Have you ever mentioned “trend following” by name in any of your previous posts or recommended the best current trends to chase follow for the benefit of members who read you?
There are successful trend following funds. I have 5-6% so invested . Why anyone would put “all their eggs” in that one basket escapes me. Waiting for a Wiley Coyote moment? Trend following (managed futures) funds invest in a diverse mix of equities, bonds, currencies, commodities, metals, real estate and more. It’s doubtful that whatever you are doing is comparable to what they do.

I interpreted the trend following comment as switch in and out of mutual funds as a retail investor. Not replication of the investment strategies of the underlying funds. In most cases, that would either be prohibitively expensive or impossible (shorting Coffee futures, Iraqi Dinar anyone?)

My 1-cent worth. I’ve never seen a more bifurcated equity market. There’s the hot stuff the crowd, momentum funds and algorithms keep chasing. On the other hand there’s deep value, including many small & mid cap that nobody wants at any price. Where will it all end? Haven’t a clue.
@Junkster - I agree fully with the political overtones. But there are no guarantees they’ll achieve anything other than more inflation due to excess stimulus. I can’t trade on that other then keep a tilt towards inflation. (No. I don’t mean buy gold at 3X what was worth 5 years ago.)
Added: If prospects are so good for the markets, why do the brokerages keep sliding? TROW down another 2% today.

FD claimed to follow EGRIX for years, but never used it. Or ever mentioned it. He must have changed his outlook on EGRIX.
Feb 19, 2025 at 2:25pm OutOnBond said:
"FD1000 - Have you looked at EGRIX? Looks to be on a steady rise with minor volatility."
Feb 20, 2025 at 5:34pm Administrator said:
"It's on my lists for years but I never used it.
It's a black box and unpredictable.
It uses long, short in bonds and currencies around the world.
See one year chart and watch volatility in 2024."
https://ibb.co/840dNPyP

@FD100 - Have you ever mentioned “trend following” by name in any of your previous posts or recommended the best current trends to chase follow for the benefit of members who read you?
There are successful trend following funds. I have 5-6% so invested . Why anyone would put “all their eggs” in that one basket escapes me. Waiting for a Wiley Coyote moment? Trend following (managed futures) funds invest in a diverse mix of equities, bonds, currencies, commodities, metals, real estate and more. It’s doubtful that whatever you are doing is comparable to what they do.

Junkster: What is your point on EGRIX. More ancient history. As recently as this year you said on the other board it wasn’t a fund “for a conservative investor like me”.
FD: You are correct. I said the above in March 2025. Then, bonds lost and then recovered. You just forgot to say that later I posted that I bought EGRIX. When things change, I change too.
=========
Disclaimer: I owned EGRIX earlier in 2025, and now I have owned EIGMX for several months.
=========
"You are describing classic performance chasing"
FD: Absolutely, but I call it trend following. The idea is to catch the trend early, to sell everything to MM when risk is very high, and to switch for better-performing funds.

Heather Cox Richardson from Letters from an American, November 16, 2025
"In Lincoln’s day, and in the Gilded Age, and in the 1930s, Americans pushed back against those trying to establish an aristocracy in the United States. That project appears to be gaining speed as well in today’s America, where the rich and powerful are increasingly operating in cryptocurrencies and avoiding accountability, but where a majority of people would prefer to live in a world where a child does not have to sell her body to older men in order to save enough money to get braces on her teeth."
(Bolding of text added)