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.
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Sven
Lynn,
Thank you so much. I am planning on a 3-year ladder since I am a year away from retirement. Lots of spreadsheet work to calculate the income replacement needed. This ladder will create a steady income stream. So thank you for all your help.
I moved back to high quality bond funds this year. Some of which you covered in the SA article. For now, I will stay with agency bonds to the bond ladder. I will pick active managers for corporate bonds.
Sven
There is little to gain from this sort of visit. It is all about power play.
Heard earlier that Trump will visit China to complete the deal. So he blinked! This will be the most challenging one to complete.
For now, yields on long bonds are rising quickly. 20 years treasury is being auction today with 5.0 % yield, an all time high. If the sale does not go well, it will be messy tomorrow. Bond traders are not so happy with the increased deficit from …
Ray Dalio versus Tom Lee, and their assessment. Who is right?
https://benzinga.com/economics/macro-economic-events/25/05/45499508/dalio-sees-danger-tom-lee-sees-dip-buy-whos-right-about-the-us-credit-downgrade
Treasury yields rise as expected from Moody's downgrade on Monday, May 19, 2025. 30 years yield rose over 5.0%, all time high for the year.
https://cnbc.com/2025/05/19/us-treasury-yields-moodys-downgrades-us-credit-rating.html
This One Beautiful Bill would increase the deficits by $3 trillion through 2034.
Edits: By the end of Clinton’s administration, there was no federal deficit but a surplus! This was accomplished from careful and thoughtful trimming federal budge…
I highly recommend watching an IMAX movie on volcanoes.. The surround sound system is very realistic as one is in middle of an eruption. Some people scream as rocks are flying everywhere.
We visited Johnstone Ridge Observatory 20 years after Mt. St. Helen eruption, and still it was hard to comprehend the magnitude of nature force.
The visitor center provides much information on the Ring of Fire.
https://usgs.gov/faqs/what-ring-f…
Walmart and Apple are private companies and they answer only to their shareholders like you and me. These companies focus on their operational cost that translates to earnings. That is what capitalism is all about.
Unless one is willing to pay an …
Got to get a kick out of this “all bark and NO bite”.
Asian Leaders See Right Through Trump’s Tariff Man Act
President Donald Trump just taught a masterclass in how to lose a trade war. His spectacular retreat on China tariffs in Geneva this we…
It has been fine, fine days to move $ overseas. With dollar falling and rising treasury yields, what can go wrong? Got to love the Seafarer and CrossBridge funds. Oversea indexes are leading US indexes by wide margins.
I placed my buys on Sunday night and they executed on Monday. We are set with our allocation so Monday rally did not matter to us. Look like the outage is not that severe and long lasting. It would be interesting to see where the money flow to.
…
Fidelity brokerage suffered a temporary outage due to heavy volume on their website. S&P 500 nearly made it back positive territory since Libration day.
As a publicly traded security, it has to comply to SEC reporting regulations. What are the outstanding risks to the market and investors of having Coinbase/COIN in S&P500 in the future?
Why does he cry about ? Remember that Roberts empowered Trump in the earlier ruling and this is the direct result.
https://newyorker.com/news/the-lede/how-john-roberts-has-empowered-a-lawless-presidency
If anything else, Roberts needs to use st…
One poster quoted The plane is a Trojan Horse...one that only Trump is STUPID ENOUGH to accept.
https://youtube.com/watch?v=NcYwp-4e0MA
This is a nightmare for the sake of national security. Can one imagine how many bugs that be planted throughout…
Interesting article from Bloomberg on this trade de-escalation, and China got what they wanted.
https://finance.yahoo.com/news/xi-defiance-pays-off-trump-212056893.html
@Observant1. Link above take it elsewhere bit not PBS. Hope this link work better.
https://pbs.org/newshour/show/whats-next-for-trumps-trade-war-after-pausing-tariffs-with-china
Having the right team to negotiate makes a big difference. Noted that Navarro and Luttnick are not part of the team. Important point is to get the agreement to stick this time.
Thanks. As for the white background, I would tape large sheet of white paper on a table as the background. The other way is to scan it on your printer and save the image as jpeg file. We wish to travel to Canada this year.
I helped my daughter …
Hi catch22, those media channels you mentioned allow the spreading of disinformation and propaganda. Facebook and X are some of the worst offenders. That is where many people gets their daily information.
Even when information available is inco…
Thanks for the update. I notice our local SS office has shortened office hours. Signing up Mediacare Part A online was pretty easy, and took another month to get confirmation letter.
Same goes to Postal Service. Have to find another post office …
That is the same person, but he is serving too many bosses.
Still try to figure out why he took this job when he made many folds more as a hedge fund manager. If that is not money, he must be aiming to get to a position that he could not get othe…
Very interesting trend. Since there are more opportunities in bonds than that of stocks, it is no surprise that PIMIX to have considerable gain AUM. High valuation and uncertain political policy certainly contributed to the shift.
Would be nice …
Downsizing Federal workwork takes careful planning hat takes months to execuate properly. Here they cut recklessly so to please their boss and finding out these are bone and flesh, not just fat. Total incompetence!
@bee, Thank you for the very informative interview with Ken Rogoff.
Here is an interview with Martin Wolf on May 4, 2025. Professor Rogoff discussed the impact of tariffs on the dollar and the global economy. Great learning opportunity.
http…
