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.
DJT's destruction of the NIH NSF biomedical and Scientific research apparatus alone will classify him as the worst President in US History.
$150 Billion to ICE to fracture families and communities and deport law abiding people
NIH Budget cut 40% t…
Nobody is talking about commodities other than Gold.
Worth doing some research.
these guys have very detailed and very thoughtful position papers, all free
https://www.gorozen.com/
Also run a mutual fund
I learned the hard way with Mutual Discovery that if you hold a great fund for a long time in a taxable account, when the manger changes you can get hit pretty bad, either with lousy performance or taxes. For that reason I am reluctant to build hug…
I wonder why they publish such garbage. do they think anyone takes it seriously?
My favorite was the one where they downgraded a fund's "People" score for turnover, after one guy died.
My father, a Yale graduate and Medical School Dean told me "never get into a private airplane with an MD as the only pilot!
I think the same thing holds generally for Investing. Bernstein is an exception, and a hell of a lot cheaper than The White …
Bernstein is one of the few Physicians whose advice on investing I would take.
Of course since I am until recently largely a 100 % do it your selfer, I guess I am one of the other ones.
My other favorite "run as as fast you can from this one" are…
I agree that the current Israeli government is genocidal but there has rarely been any effort by any government there to do anything to deal with the Palestinians except by force. They have occupied the West bank illegally for decades.
The current …
I got a lot out of reading their massive reports years ago. However, when they sold the firm to that "fund" manger ( I forgot the name) and justified it for "estate planning purposes ( even though two of them were bachelors) I lost all interest.
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…
