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.
https://thehill.com/homenews/campaign/5716988-democrats-score-upset-texas/
"The district favored President Trump — who endorsed Wambsganss earlier on Saturday — by 17 points in 2024."
And a Huffpo article has the D lead at the time of the article a…
Another recorded version with street scenes and shots of The Boss at the mic: .
Bruce went to Minneapolis Friday and played a live version and concert on First Avenue.
"After its release on Jan. 28, 2026, Bruce Springsteen's song "Streets of Min…
Krugman as usual nails it: https://paulkrugman.substack.com/p/a-bad-heir-day-at-the-fed
Warsh's affiliation with Hoover should be disqualifying all by itself.
to which one might refer to the usual disclaimers regarding "past returns are no guarantee...". Clearly, ex-U.S. (and small caps) have momentum going into 2026.
No one can predict if that continues or reverts. But, the momentum is there at presen…
@ Old_Joe: "And one other thing that I've noticed: the respect and admiration that so many actors have for other actors who have come from the stage background. That made a real impression, because many of the specific stage actors that were mention…
Bought a new position in EISIX and got to thinking about India like rforno posted. But haven't made that leap yet, being very heavy in EM already, though that's mostly in debt.
What are your go-tos for EM debt? I'm leaning towards EMD or FEMB at t…
Bought a new position in EISIX and got to thinking about India like rforno posted. But haven't made that leap yet, being very heavy in EM already, though that's mostly in debt.
MAGA admin should hang for this. Nobody is buying the spin.
At least all the dirty jackasses who put it out there that ICE has complete immunity for everything should swing. Let's see: for starters, that's Bovino, ICE Barbie, and (drumroll) the Vice…
@JD_co: Right on. The response ( I think I saw it first as a quote from Bovino): law enforcement in those other states is cooperating, so they don't need to surge there. Bovine shit of course, going together well with his claim that ICE is expert in…
Maybe I did a good thing last week buying more international bonds?
J. Gundlach for sure agrees. In last week's annual Just Markets webcast he opined that the sell-America trade (tho he didn't use those words) is still in early days, and laid out …
90% Of All Investment Products Are Crap
https://www.mutualfundobserver.com/discuss/discussion/65108/90-of-all-investment-products-are-crap/p1
Ha! Leave it to Barry R. to tell it like it is.
In my limited exploration among active etf's, about 90% of the ones I've looked into have volume that's so tiny you'd have to spend an inordinate amount of time to either fill out or sell out of a decent-size position. (And even etf's with fairly de…
An R Senate isn't a totally done deal. Good candidates plus the R disaster independents can see clearly add up to opportunity. Case in point: Alaska Dems are putting up the popular Mary Peltola, and the first poll shows her with a slim lead over Tru…
Exxon is just not playing ball. Dumbo may remember what Rex Tillerson thought of him.
The oily meeting is more evidence that the Big Adventure in Venezuela was/is a Shoot-Ready-Aim affair.
Could be the tinfoil he lines all his headgear with, to quiet the mind-control canines?
That, or maybe the brain worm interferes when it's munching on auditory cells.
I was just looking up days, times, and tv cover of the wild card round on ESPN, and noticed on the page for the Stupor Bowl that I could pick up a ticket now for "as low as" $6,184.
"'The goal of all these efforts is to facilitate the release of materials under the Act promptly and to continue to protect victim PERPETRATOR privacy to the maximum extent practicable ..."
@a2z: Excellent post.
Now let us ask ourselves, "If this is such a windfall, why would it be necessary to promise taxpayer dollars (more debt!) to entice oil companies to participate?"
+1.
The chief clown said that he spoke with the three Big Oil players named, but according to Reuters, sources who would supposedly know said there had been no such contact -- but then another clown told Newsweek that (others in?) the administration con…
And another tidbit, from Newsweek via Reuters:
Oil giants Exxon Mobil, ConocoPhillips and Chevron were not consulted about Venezuela before or after the capture of President Nicolás Maduro, industry executives told Reuters.
Their accounts contradic…
One of Krug's links is to a Politico story that's a good summary of the various oily factors.
Included is this take on the invasion by "an industry executive" familiar with the admin's attempts at outreach to Big Oil:
“In preparation for regime …
Before leaving I shot one question at football observer, why are the multi million $$$$ QB's not wearing concussion protect on their helmets? His reply, I haven't seen one QB wearing one!
I've wondered about that too; maybe that protective layer in…
NYT tidbits about Venezuela's oil reserves and industry:
Venezuela claims to have more than 300 billion barrels in the ground, the largest reserves of oil of any country. But it struggles to produce about one million barrels a day, or around 1 perce…
I'm thinking this looks more like Iraq than Panama, which it does also resemble, but with the emphasis on seizing V's oil for the Majors and "running the country." Lessons from Iraq: occupying a country is very expensive (U.S. debt could surge even …
