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davidrmoran
I myself see a big pullback coming in the next six months but I don’t know that I have ever been correct over 45 years. I will put a lot of money in if a 10% pullback comes. I expect you r being prudent depending on how old you are. The thing is, if you’re young, you might as well stick it out and not try to time. He said.
Caitlin Collins's guests were in stitches, almost, over the indictment, the novice lead attorney, the bogus charge, and especially the comically weak grand jury vote ratios.
the first books recommended to me when I began my "i need to learn this stuff better" journey was Random Walk and where are all the customers yachts. I think its hilarious the latter was written in the aftermath of the great depression. it reads l…
@DrV, you are welcome.
I like to assume that many or most here read Cox and Krugman every day. Free. Best of wrapups. I read a ton other and more, but could not live without those two. What a great time for smart hard thinking. Alas.
icym HCR:
\\
In New York City [yesterday] morning, the United Nations opened its General Assembly, marking the 80th anniversary of the establishment of the United Nations itself. The day began with a General Debate, the meeting in which heads of s…
the more I read today the worse it gets
\\ a man who created something called Professor Watchlist, School Board Watchlist, to name and frighten people from teaching, who advocated restrictions on what school teachers could teach, who called for — …
lots samples
just wow, wow
(may have to create an account, no harm, to see all of them)
https://x.com/cooperstreaming/status/1966699610610823349?s=12&t=eFdV3_Ee_q0dJcUiWgzIfA&fbclid=IwY2xjawMymqhleHRuA2FlbQIxMQABHqDfN8u4C-J6ysxYI3ckW38…
FD1k knows no nuance. Wishing for Trump to die sooner than later is not calling for his death, much less advocating murder.
Kirk came v close to that, and in any case was (made a life out of being) an ugly, vile-mouthed punk who feigned to be big …
I am almost dumbfounded at the reactions to Kirk's murder, who made his lucrative career loudly and repeatedly saying vile ugly things about women, nonwhites, progtards, and much more, all under the guise of debate.
TPM today
\\ One [SCotUS] plaintiff, for example, an American citizen and Latino man named Jason Gavidia, was accosted by masked men with guns as he was working on his car in a tow yard. The agents demanded to know if he was a citizen, and Gavidia…
>> the U.S. is on a downward slide to mediocrity.
already there, by a number of measures
I have 4.5 grandchildren, and, privileged, they all will do fine ultimately.
The older are already concerned about their future. I'll be dead and th…
Not with this guy and the evil he inflicts. I’ll gladly and publicly acknowledge that I strongly wish for his death sooner than later. Where are you with abducting people on the street and no due process and flown to foreign concentration camps? Whe…
>> Who raises a legal issue when the bad guys are taken out?
There we have it: the authentic hardcore voice of fascism. Sickeningly bald for this forum and for this guy, actually.
Not with this guy and the evil he inflicts. I’ll gladly and publicly acknowledge that I strongly wish for his death sooner than later. Where are you with abducting people on the street and no due process and flown to foreign concentration camps? Whe…
"Schwarzenegger was the Republican Governor from 2003 - 2011. These taxes and fees did not change."
Yes, he was. And he got my vote multiple times. A good and decent man. We could sure use a lot more like him in the Republican rabble today.
The re…
don't know when this interview was done, not long ago, always interesting
https://7investing.com/article/my-interview-with-fidelitys-value-investing-legend-joel-tillinghast/
"You say, gaudy P/Es produce miserable returns. Under what circumstances…
the method (HCRichardson)
Trump and his ilk have spent years carping about how poorly the government is working and how much better they would be doing if they were the ones in charge. Voters gave them what they asked for, and now they appear to be…
>> With that in mind here are WGWLX's foreign vs. domestic common stock ratios over time:
week-old typo here, looks like
over the last year, though not for longer, AOR (also AOM) has done better
So arguably worth consulting AOR or both of…
The "cause" alleged is having "'falsified bank documents and property records' in an effort to gain more favorable loan terms and lower interest rates."
https://www.nytimes.com/2025/08/22/us/politics/trump-lisa-cook-fed-mortgage-fraud.html
Gosh tha…
here're some more history and context:
https://heathercoxrichardson.substack.com/p/august-2-2025
totally nauseous
and of course the result of SCotUS actions, no surprise:
https://talkingpointsmemo.com/cafe/john-roberts-is-responsible-for-americ…
Your general handwaving everybody-has-always-done-it bothsidesism is so ignorant as to make countering easy. Jeez, do better.
>> What TX has done is nothing new. Dems have been doing it longer and better.
Complete bullshit. Go Grok it, ffs.…
@FD1000,
v surprised to see you so factually wrong so many times
meanwhile, consider this from one of Jack Kennedy's grandchildren:
A.) "President Trump is obsessed with my grandfather — but not in his life or what he achieved in it. No, just l…
the runup astounds and continues to astound, 2d-highest shiller and 5th-highest sp500 p/e (if I am reading the graphs right)
man, hard not to dive back in !
