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@Old_Joe - I don't rightly know exactly what or which situation you are referring to but I found this article "Private Equity and Public Pensions: What’s the Return?" from CEPR Center for Economic and Policy Research. (Apr 15, 2025)
Basically what …
A 2-yr old article from The Guardian;
US pension funds are on the brink of implosion – and Wall Street is ignoring it
More on this topic from an MFO discussion from 1-yr ago
"Shouldn't Trump be suing Musk for saying that he is on the "Epstein List"?"
Oh please make it happen! Please, please, please. The one person with enough money to drag it out.
Good morning @rameshmishra.
A slight editing suggestion for your post would be to change the category of your discussion to 'Fund Discussions' from 'Off-topic'. It's certainly very much ON topic and you'll get more eyes and responses on that sectio…
Barron's published and article tonight "GM and Ford Get a Raw Deal in Trump’s Trade Pact With Japan" (pay wall sorry, I dropped my subscription).
Maybe Ford and GM should have ponied up a $550 billion fund (bribe) that Trump will have the say in ho…
To me private equity is just another name for SPAC's. Remember them and when is the last time you've heard them mentioned?
There are no doubt some PE positions that do well, maybe very well, but I don't have the time or the resources to scope them …
"The stringent actual malice standard mandates that public figures prove defamatory statements were knowingly false or made with a reckless disregard for the truth."
Who do we know that does that on a regular basis?
"Yesterday, Trump’s proxies at CBS dutifully canceled Colbert, issuing the following statement: "This is purely a financial decision against a challenging backdrop in late night. It is not related in any way to the show’s performance, content or oth…
Here's the Article
I haven't read it yet nor have I ever considered the angle of moving my investments/holdings outside the US. Thanks for pointing out that aspect.
@hank - I am of the opinion(s) that US based rules, regulations and laws mean nothing to the current administration and only exist to be bent, broken or ignored whenever they see them fit to their advantage with the mostly full backing of the curren…
According to M* VOO is up 6.39% YTD.
I wasn't looking for anything. Stating that the S&P 500 is up 25+% in just 3 months demands a closer look is all in the long run.
For the year to date SPY is up 6.41%. That it gained 25%+ on paper means nothing to me because it came on the back of a loss of -15.3% to start the year. Mix in the magic fairy dust of the tariff tantrum baby and what have we got? Big gains maybe by…
@davidrmoran, I held JQUA in a roth at the inception of QLTY. I sold it roughly one and half years later and added the funds to CGDV. Why? It couldn't keep up with the others.
The total return of JQUA since QLTY began trading is 31.23%. Not a major …
Just to be clear it's never about 'we the people' getting anything but filched and/or outright robbed by the current administration. It's all about making sure that those who have keep getting even more.
The no tax on tips is also a "gotcha con".
No tax on cash tips, but only if you make under $25,000 a year and itemize your deductions, losing the $15,000 standard deduction. In other words, you've been conned.
"So many sudden changes and unknowns." Indeed! I feel as though I should not only continue to sit on my hands but that I should also consider nailing them to the chair. I need at least one finger to type though.
@WABAC, Roger that. I was a carpenter, they turned me into a small engine mechanic and a shooter. Maybe fair as I had taken a break from forestry and wood science studies to enlist before the draft got me.
I agree with you and I've been tracking their progress along with the addition of CGDV and QLTY into the mix. Why? I felt the addition of one or the other would add to my overall portfolio balance but I couldn't choose which one. I started positions…
Will this include the elimination and/or similar cuts in the health care provided to 47, all his cabinet and appointees, and all the representatives and senators who voted to approve this massive pile of manure?
"If dividend stocks are so great, why did Jack Bogle—after years of research—create the S&P 500 index, not a dividend index? Most, if not all S&P 500 indexes pay dividends.
"Why did Warren Buffett endorse the S&P 500 (SPY) for most inve…
