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.
Howdy,
I've been wondering along those lines, but with real estate. If we have 1/3 too much retail space, what percentage too much office space? How many services have become so much more convenient over the internet than driving to someone's off…
Howdy folks,
All aboard for the Santa Claus rally what?
Actually, I added to FSDAX, PRDGX and PRSCX while buying some ROKU, adding to both ROBO and DIS while cutting back on T and SQM. T was a tax loss while SQM was profit taking in a deferred ac…
Howdy folks,
Just a thought before heading to the garden.
The fact that people in this country have to lose their limbs or sight or lives because they cannot afford health care is criminal and inexcusable in this country. Oh sure, we have great…
Howdy folks,
Actually, I raised a wee bit of cash post election and went a bit more conservative - but not much. Just now added DIS and TSLA. Nothing fancy.
and so it goes,
peace,
rono
Howdy folks,
aaaaaargghh.
The problem with any kind of war with North Korea is that ~25 MILLION South Koreans and ~50K US troops are within 25 miles of the DMZ. Anything hot starts - his fault, our fault, nobody's fault - millions of people are g…
Howdy folks,
Wifey and I watch Morning Joe daily and both thought it was a riot. Spot on and true. It seems that they're attempting to be a quasi lucy and dezi political commentator duo. We'll see if they can pull it off. Yesterday morning, the…
Howdy folks,
As long as we're at the 'opening position' stage of tax reform a couple of things. For some reason, the republican party has taken this 'never raise taxes' stance that is misplaced at best and dangerous at worst. Here in Michigan, th…
Howdy folks,
War is 'destruction economics'. You use up bullets and bombs and have to make more. You take your unemployed and put them in uniform and have to replace them accordingly. Geez, the Egyptians building pyramids added more value.
Bri…
Howdy folks,
A seasonal issue that is often overlooked is simply that being actively invested requires attendance. You have to follow the antics of Captain Price. Feh. I'd rather spend more time in my garden and with my grandkids. l can raise s…
Howdy folks,
Combination of the spring arms show for those in NKOR and Iran and Damascus and braggadocio on the part of 45 [my bomb's bigger than your bomb]. I still think 45's insecurity psychosis is due to being underendowed. No other reason t…
Hi folks,
Prof Ballard has stated that the auto industry peaked in 1973. Bring back mfg jobs?!? Oh really.
And in all fairness to both sides of the aisle, Lansing and most every other state capital and Washington have been ignoring the issue -…
Hi Mark2,
Hope you're doing well. Here in Michigan, the legislature has pretty much turned us into a 3rd world country due to their insane cutting taxes on business while refusing to cut spending or raise other revenues. Our schools are now some …
Howdy folks,
Not hardly trying to time the market. Silly stuff. We had a true selling day and I had made a few pesos playing the junior silver miners and SQM (lithium play). feh. I believe it was Art many moons ago on Salil's board, 'you can ne…
Howdy Professor,
Good stuff. The program 'what plants are talking about'
goes into this and actually determines that plants behave just exactly like humans - just much slower.
Coastal Redwoods actually nourish their offspring via their ro…
Howdy campers,
Feh. It's tough. This is an investing website with discussions revolving around investing. Primarily mutual funds and ETFs, but also stocks and other instruments on the Off Topic board.
Politics are very often going to impact o…
Howdy Bob,
Hope you're doing well. You're as sharp as ever and everyone thanks you for the LTC insurance run-down.
I signed up with MetLife when they first came out through state civil service. Perhaps the most important feature we chose was to …
Howdy Hank,
There's been sporadic movement in the POG and POS since the first of the year. Nothing overt, but . . .
I've been playing discretely but nothing electrifying. I did consolidate my junior silver plays to SVMLF Silvercorp and TKRFF Ti…
Howdy Professor,
I refuse. Hell, I'd much rather wait for spring. I'll get the replay tomorrow morning on Morning Joe.
Most of our investment strategy during these times is pretty, and at times, painfully obvious.
and so it goes,
peace,
r…
Howdy folks,
I heard a few years back a nice saying, "you're entitled to your own set of beliefs, you are NOT entitled to your own set of facts."
That's the big issue I have with Trump. He'll say whatever he wants, no matter how outrageous and s…
Howdy,
It's curious that our native lupine is a deep blue. However, it is even more curious our lupine also is used to nurture and protect other plants. Out west they have a terrible problem with a invasive plant, spotted knapweed. It has a chem…
Howdy folks,
With regard to taxation, you really have to look at the incidence of taxation [read: what they actually pay]. Historically, it was zero at the bottom and the top and fairly flat across the middle. These days, at least here in Michig…
Howdy folks,
First off, my -'pet rock' concept product is called 'hair extinguisher' for everyone you know with their hair on fire.
As for politics, we've muddled through worse and will muddle through this.
One of the great things about the int…
Buying - nada. Selling - zilch. Pondering - while sitting on my hands.
Hey old friend,
I too have been into a rope-a-dope since the Ides of November. Tree-hugging and having the serenity prayer tattooed on the inside of my eyelids.
Take care.
an…
Howdy folks,
I'm still scaling into a momentum play in the junior silver miners. Riding Silvercorp, Aurcana, Santacruz and Tinka. Otherwise, things are pat.
and so it goes,
peace,
rono
@rono - Hope you're doing well. My question is why buy FSDAX when you could buy XAR? Do you prefer active mgmt. over an etf? As always, thanks!
Hi PopTart,
Hope you're doing well. No major reason other than an account at fido. That made it eas…
hi rono
hope you are good. Are you buying more gld/gold these days?
Hi john,
Just got a new hip from Santa J. Mesko and feeling perky. Hope you're also doing well.
I've been finishing the ATB hockey puck series, so yes. However, a lot of your a…
Howdy,
Post election I've moved on the margin into FSDAX, FSRFX, PRJPX, PRSVX and both DE and FCX. On the for giggles side of things I'm now playing the silver juniors again with small positions in SVMLF, AUNFF, SZSMF and TKRFF. Please note that…
Howdy folks,
I promised to speak up if I started playing. Whelp, Silvercorp SVMLF, my lead dog from last year about this time, started chirping like the canary. I added to it and started a new initial play with Aurcana AUNFF. Today I added wee n…
Howdy Bobpa,
Just a suggestion. If you want to get some answers, you need to frame your question in a more precise way. The POG responds to dozens of different factors. This makes for a very complicated answer.
Just on an outside thought, r…
Geez, you folks throw me a hanging curve and expect me to not swing . . .
Hi folks,
First off, I've been collecting coins for about 60 years. Early on, like so many, I collected everything - baseball cards, rock, stamps, and coins. I settled on …
Howdy folks,
From everything I can see, I think the bet is on energy service rather than anything that depends upon energy price. It appears the admin will be vigorously developing as much native energy as humanly possible. That should increase s…
Howdy young man,
I will take Navy of course, being a jarhead. However, I believe their star went down this past game so WTF knows.
OoohRah!
peace,
Sgt. Rono
Howdy Professor,
Hope you're doing well.
It looks about as expected with industrials, financials, energy service all rocking -oh and Russia, BTW (duh).
Small caps are also attractive and rocking. I added small value around Black Friday while l…
Howdy folks,
Hope everyone is doing well.
The nut is how do we make money from this incoming administration, not whether this is either bullish or bearish. Every minute of every day for every bull there has to be a bear.
Right now 'sure' bets…
