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.
ATT Pref C (T-C) is my old standby, currently deeply discounted and paying over 6%. I don't have it at the moment, but it's always a consideration if I need to park money for a while.
QuantumOnline can be a great source of ideas, too.
Funny how the orange turd is suddenly screaming into the void and banging the table after his big ego-stroking parade turned into a pathetic personal embarassment for him. Man-baby needs to reclaim his self-esteem!
And this "Thank you for your att…
This ties into what I was saying a few weeks ago about the dollar's dominance on the world stage being questioned due to FOTUS and his policies....coupled w/America's blooming debt.
I still think over the next several years global trade/economics w…
FYI we have over two dozen transports and tankers heading into Europe at the moment - departing on short notice with no mission destination or duration posted - so one can presume they'll be supporting Israeli activities in the Middle East. And the …
Thanks so much for sharing this @rforno… really interesting. I’m assuming there is no way to invest with these folks right ?
Not unless you work for the Tampa fire/police departments!
Oh yeah, that was a typo, meant EPD. I've got EPD. I had it in my 401k SDB until they decided it was not allowed. I still have it in a taxable account. Not a huge fan of K-1s, but no biggie.
Clearly, you are fan of mid-stream partnerships. Not a b…
This is what I came up with for AA.
https://app.screencast.com/focrQYzX5b271
There is a category called "ventures" which would be interesting to better understand.
List of Ventures:
https://app.screencast.com/tARS7gSpS6usi
FWIW saying I am big …
A quick look reveals about 78% equity and lots of corporate bonds. I have had similar results, decades of beating the S&P, with a similar allocation and heavy growth emphasis. Just riding out the volatility.
That's pretty much how I am positio…
This is what I came up with for AA.
https://app.screencast.com/focrQYzX5b271
There is a category called "ventures" which would be interesting to better understand.
List of Ventures:
https://app.screencast.com/tARS7gSpS6usi
FWIW saying I am big i…
Thanks @rforno,
Very interesting story and great document to review from an allocation standpoint point also from individual security standpoint.
Does this statement report (publish) monthly?
Dunno. I think it was their quarterly report.
vanguard mf->etf list only has mf with 'index' in name. probably will be same at others (fidelity 0 fee,...).
what will happen with active mf spawning an etf?
Could they be concerned with redemptions from the active mutual fund and ensuing c…
WSJ flash says China agreed to a 6-month deal on REE .... so even if FOTUS starts taking a victory lap (as we know he will) we may well be back here by the end of the year.
MP down 12% at the open on the 'reports' of some kind of China REE deal. Is this a real deal, or just 'concepts of a deal' for sometime in the future? Stay tuned....
I keep wondering when it will be the right time to move most of my PRWCX into TCAL....not that I'm unhappy, but I never liked how PRWCX only pays out annually.
It would be painful If China shut down REE trade completely. OTOH, their monopoly on production means they have to export enough to make it financially infeasible to motivate production/recycling in other countries. As it is, I think the cat is out …
We have been rebalancing more to oversea since January this year in both stocks and bonds. So far so good, particularly stocks. Treasuries are much less attractive as the debt piles on. Recently poor auction among long treasury notes tells it all.…
Frankly, these days I just don't see USTs to be the gold-standard security blanket in the world that they once were....and the # of decent analysis pieces discussing how 'investable' (or not) the US is these days (due to both debt and politics) is …
I shall hug my large position in RKLB* closely before I go to sleep tonight...
* which is my anti-Musk, anti-SpaceX spec trade that's gone gangbusters for me over the years
Can you give the board another, or any other, reason why Tesla was down 16% today other than the blatantly obvious? I won't be waiting while you come up some irrelevant data point.
No, the blatantly obvious will do just fine. Remember, most investo…
As I said elsewhere, it's getting to the point where we're not going to be able to trust economic data released by the US government -- either due to the effects of 'DOGE' and the blind downsizing of government offices in recent months or it might g…
The only crypto I would touch is Bitcoin and maybe Ether. IMO everything else is junk.
I have a few hundred in BTC that I mess with now and then, but after the Crypto Winter a few years ago (which I escaped from early with all my earnings/winnings…
From a subreddit: "Donald Trump Jr. revealed that the Trump family turned to cryptocurrency after being 'debanked' in New York City for political reasons. He described how their inability to access traditional financial systems led them to view t…
OK, how about some FDIC type "full-faith-and-credit" coverage of memecoins? The governement of "we the people?" should be willing to put their wealth behind the possible government approved cons.
He's got a 500m political warchest that could be used…
Good to see AF WaMu recognized. It's done very well as the sole holding in my 403(b) and Roth IRA accounts over the long haul ... for such accounts, I prefer boring-and-unknown to flashy-and-volatile. :)
@yogibearbull Maybe they will reorganize the TSP-G fund into the TSP-Cryto fund. During his last term Trump said something about getting rid of or changing the G-fund.
That'd be one way to goose a US crypto stockpile.....or (gods forbid) his crime f…
Can someone tell me how to play this good news tomorrow? Stocks? Bonds? Gold?
Futs soared on the news. Even if I wasn't on family travel right now. I wouldn't be doing anything tomorrow....let the dust settle and see what the next hair-brained sch…
CBS: "The three judges who wrote Wednesday's ruling were nominated to the bench by former President Ronald Reagan, former President Barack Obama and Mr. Trump in his first term."
Edit: The ruling was Per Curiam, meaning that it was written on be…
Tomorrow’s tweet tonight: “Who the hell is this ‘court?’ Has anybody ever heard of them? Why are they rolling out these fake decision decisions that never should be allowed? It’s a disaster for our country and needs to be fixed IMMEDIATELY. Thank y…
Tomorrow’s tweet tonight: “Who the hell is this ‘court?’ Has anybody ever heard of them? Why are they rolling out these fake decision decisions that never should be allowed? It’s a disaster for our country and needs to be fixed IMMEDIATELY. Thank y…
Hey @anna, it gets better/worse... it's not just crypto they're launching:
"In February, Trump Media applied to trademark six investment products that track bitcoin and the U.S. manufacturing and energy sectors. The trademarks include Truth.Fi Bit…
CNN
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President Donald Trump said Sunday that he has agreed to delay a 50% tariff on European Union imports until July 9, the latest instance of Trump declaring an impending tariff and throwing markets into confusion only to later walk back the th…
I think international ex-USA funds should see more positivity in the future. The only US sector I'm bullish on are utilities.
IMO we are in the early stages of a seismic, but quiet, re-ordering of the global economy over the next 10-15 years. Spe…
OHHHH
This is probably why Tariff Toddler is demanding a 50% tariff coming on all EU goods starting 1 Jun.... Greenland just did a mineral deal with the EU!
https://www.newsweek.com/greenland-trump-permit-extraction-2075673
