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.
@Junkster. Thanks for sharing your red state insights. It seems that many MAGA voters will be hurt badly by the regime’s cruelty and incompetence. Yet they have the most blind loyalty imaginable. Is the spell unbreakable? As for your political d…
Soon all the group that was described by the recently departed H_ _ _O will be reported to feds and our messaging will be monitored. Then we will be disappeared. Two months ago that would seem ridiculously paranoid but not so much today.
They will try to discredit Goldberg first,,, already started. Then they will give The Atlantic the Paul Weiss treatment. The regime playbook is pretty predictable.
@Old_Joe. Don’t count on that… you got the right. Firing the JAGs goes a long way to insuring the military will not do the right thing… When the resistance grows and the regime feels threatened the army will be called out to do horrible things. A…
If Judges rule against the regime and the regime ignores said ruling did the ruling really happen? And after a hundred rulings are similarly ignored and the lawyers who brought them are literally no longer able to practice does that mean it’s all do…
@Dt. I am with you 100%. I am way more interested in return of my capital than return on capital. I watch the market with a sense of detachment I haven’t had since the sixties,,, when I cheered for the markets to crash. I too worry about the FD…
crash. 7 other posters did not connect Israel to Schumer and the funding issue. Only you did. You sure do have Israel on the brain. As crash would say,,,ORK.
The great thing about personal finance is it’s PERSONAL. Markets go up and markets go down. Good times ,, bad times. We all react differently and in our own perceived best interest. As I have mentioned too many times,,, it’s not a recession or a d…
At Level5. Speaking for myself,,,, how I responded to significant market events 18 or ten years before retirement has little in common with my response in 2025. Younger me was out to grow my nest egg and old me is out to preserve it. The fear fac…
Insane, evil, incompetent? At the end of the day it’s all the same to citizens with no jobs ,,, no more Medicaid, and soon no more Medicare or social security . Anyone doubt this shits coming down?
@ Old_Joe. You nailed it. This is a president of breathtaking incompetence and/or historically evil intent and his ratings are still not cratering. The poor media anywhere to the left of fox doesn’t know what atrocity to cover first, second, third …
@Observant1. With all due respect, one can be partisan and right. What’s going on is not normal and it’s not business as usual. Not for business and not for investors. And burying discussions about the new investment / business reality in off to…
At Crash. You say “the next election is no guarantee of change” I would suggest that the next election is not guaranteed to happen. Think about that. Let’s say the polling predictions indicate a 25 seat gain for the pro democracy movement. Thin…
I hate to sound like a broken record but what’s happening now is now normal politics. Not repugs vs dems, conservatives vs progressives. This is all about he who is openly seizing state power and tearing up the constitution vs the rule of law and …
Crash. My remarks were not about Israel but eddie’s absurd and historically anti semitic statements about Jews owning the US government. You completely missed the point. And where were H and H and the rest of the off topic cops?
@JD. In a previous life long long ago I was the sales manager of a dealership that sold German cars. When we were notified of price increases because of changes in currency the old price cars became full price cars. They were still cheaper at full…
Hey eddie,,, some people care about America,,, the rule of law and the constitution. Your market went up today cause the king backed off of the most damaging parts of his deranged economic policies. Today’s market has nothing to do with the rants …
Very fine people on both sides. No,,, not talking about Charlottesville. And it’s not true in The great American divide of 2025. Once upon a time you could find fine people in both sides. Today,, in America,, we have two sides,,, those who stand…
At Hank. My point is that many here, not you, object to bringing up the government or government policy in an investment forum. This is the Boglehead model. I will admit it’s a slippery slope and partisan political remarks cross the line. That bei…
At Hank. If I didn’t have confidence in the management of let’s say PIMCO that would be a legitimate topic ,,, not in OT. RIGHT? If I didn’t have confidence in the US government that made me question investing in US GOVERNMENT Securities that wo…
@BaluBalu. Thanks for your thoughts. I am of course aware of “the usual.” My concern in these unusual times is that conventional wisdom might not apply. My question , in plain language,,is which of these two short term fixed income classes will th…
At Davidmoran. Thanks for that link, it should not of surprised me in the least but it sickened me nonetheless. Anyone who had connections to or even sympathy for “the movement “ of the sixties is being triggered by the last month. My outlook ha…
And don’t forget that President Musk called Social Security a Ponzi scheme. Not that he was the first to say this but he is not beholden to voters or anyone else.
Just read the latest edition of The Four Pillars of Investing by the good Dr. Bernstein last night. He takes on pass on Junk, Corporates and I am sure Securitized mystery meat.
Thanks for the link. Dumb question….. Are these items what are broadly called “Securitized” in bond funds. Like 21.93 % in VBMFX? Or a whopping 49.40% of the highly regarded Dodgeand Cox Income Fund. I know I should not worry because the curren…
The old pessimist here. Get what you can before musk turns that tap off. And even if the catastrophe wasn’t going on here everyone’s benefit would be reduced in the not too distant future ….
