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Have to do some more digging but this may be it it without leverage rebalanced yearly
https://www.lazyportfolioetf.com/allocation/ray-dalio-all-weather/
I tried to read this guy for a while but gave up. All hype. (One of his partners in crime John Maudlin is hawking "Longevity Clinics" apparently based on chelation infusions or something.)
"A dwelling under 1250 sq. feet represents a meager existe…
I have always thought that if the % return on debt, either by increasing GDP, national income, etc was greater than the interest rate, debt made some sense. We are only having this conversation because interest rates have increased, (and for some r…
Forbes had an article on MP a while back.
https://www.forbes.com/sites/alanohnsman/2025/04/21/the-only-us-rare-earth-mine-may-win-big-from-trumps-china-tariffs/?ctpv=searchpage
and another more recent look at rare earths and a couple of other com…
There was an analysis of JEPI last year ( in seeking alpha I think) that pointed out the covered calls are on the SP while it's equity exposure is quite different.
So it could be caught in a bind if it's stock picking bottoms out. I think it is too…
Here is where the $17 Billion cut from the NIH and the $5 Billion cut from National Science Foundation is going
"The measure roughly doubles the current annual budgets of Customs and Border Protection and Immigration and Customs Enforcement (ICE) i…
From Heather Cox Richardson today
Zach Everson of Forbes noted that the Trump family controls about 60% of World Liberty Financial, a decentralized financial platform that produces the USD1 stablecoin, a kind of cryptocurrency that fluctuates less …
The only bright spot is that today’s newborns, when they are 90, will be able to easily remember who turned the USA into a third world debtor nation, beholden to China for scientific discoveries and biomedical research in 2025
Trying to diversify away from US and into International.
Sold SVFAX which seems to have gone nowhere while value stocks have done well this year, and replaced it with AVALX ( heavily overweight in basic materials and energy) and AFVLX
Added to BI…
Bloomberg news ran an article yesterday ( which of course I can't find now) pointing out the fact that this push for PE in Retirement funds comes just as PE returns have crashed, it has become enormously "popular" with consequent lower returns as ma…
Make if Off topic, but a lot of this has significant investment implications.
Methinks there should be more facts of the Middle East trip, for one. Barron's reports today that Trump canceled all of the in place limitations on those countries trans…
I too found Price in 1989, and Buffett in 1999.
I had heard of Buffett years before but assumed the price of the A shares was too high, just because it was a large number.
My mistake was not buying more
notice he didn’t say anything about destruction of due process, the rule of law, ignoring court orders, or gutting the world’s best research universities.
without the rule of law, no investor in the US can ever be sure again they can get their mon…
We loved our two months in Australia. Lovely country. Clean. generally happy people with excellent mass transit.
Everyone we talked to could not comprehend what is happening to the USA and felt very sorry for us. this was before the tariff wars. …
Fido is not as benign as it seems. They are forcing all Advisor Clients to stop using their MMF for sweep vehicles and use FCASH instead. FCASH pays at least 1% less than their MMFs.
I have not checked to see if it is FDIC insured but I don't th…
Bloomberg Today
BTW at bottom of Article they do not mention that Ives said Muskrat should get out of the Government and go back to running the company, as he has caused this crash
TESLA stock is in a freefall. Its sales are plunging around the…
BISAX is tops in Small International, appropriately so. Artisan International Value has slowed way down recently probably due to asset bloat
Brandes and Dimensional are their top equity families. Very interesting
Thanks for digging around, but it is still sorta black box.
I skimmed through their winners and some of them are very interesting, and beat funds I currently own.
There is another Crossing Bridge winner CBRDX which they dump into General Bond fun…
An interesting list with 3 5 10 year categories.
I assume they just used raw performance. Some of their picks are a bit odd
Kinetics Global is 3 and 5 year winner for Global Small/mid
45% Bitcoin and Texas Pacific Land !
It is state court. Will see if Supreme court of ND upholds the verdict and judgement. Also not clear how they will enforce it. I have no idea of what Greenpeace's US assets consist of either.
How many of us know a Canadian who has told us " I will never visit your A**hole country again? "
We were planning to go to Paris next year
It will be risky but I hope if I get a "Biden Harris" hat no one will attack me
I do not think most Ameri…
I am a proud Hopkins alum ( 1978). The School of Public Health is probably the best in the country. No probables about the med school.
Good thing Bloomberg sends them lots of Cash. He will probably make up some of this but the public needs to hea…
Even before this latest barrage, all the Canadians I know have canceled as many economic transactions with the US as they can.
Friends here on the Cape say their Canadian relatives have told them they will NEVER come to "Your A***ole Country again"…
https://www.theatlantic.com/politics/archive/2025/03/faa-trump-elon-plane-crash/681975/
You really cannot believe this is rational. Time to sell airline stocks too.
Anyone who supports these cuts needs to do a deep dive into the mechanics and dem…
People who have had no experience with a government agency or worked there and who claim there is massive fraud and abuse in Government have absolutely no idea of what they are talking about.
The facts about the VA, for example are indisputable.…
Just a couple of ideas from the internet
"Some might take solace in the fact that betting on sharp further losses in stocks forces one to assume that the government will deliberately commit economic suicide by pursuing farcical policies and there i…
The only hope is an article I think in Bloomberg that reminds us after the stock market dropped 10% last time, he relented.
There is another article about a plan to sell 443 Federal buildings across the US including many historic and iconic DC hea…
I disagree this belongs in "off topic" There are serious implications to the economy and investing if the US weather service forecasts disappear. Can you imagine the next hurricane season without any warnings?
Just like an article in NYT today ab…
I can never figure out who these articles are intended for, other than advertisements for the top "families"
Would anyone really move all their money to a firm that scores higher than where they currently invest? These are also apples to oranges c…
These are useful, but I pretty much know the difference between her benefit if she filed today vs in 11/2026 when she is 70. Then it is easy to calculate the $ difference between the two payments.
What is harder is to calculate the total return on…
@Old-Joe
Thanks. My wife and I were talking about this this morning. She was going to wait 2 1/2 more years before filing but maybe we should file now before it becomes almost impossible.
I believed until recently that they would not attack thin…
