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.
@Balu I sold off my Canadian pipelines that cross into the US but would happily buy them back again at some point. I kept my railroads, b/c I have huge gains on them and don't need the tax hit.
Otherwise not adjusting my portfolio in any way.
FOTUS was hell-bent to get 'a better deal' for America in his first terme by renegotiating NAFTA. At least then there was industry consultation and a traditional diplomatic/commercial negotiation process. So now he's blowing up HIS deal that HE 'ne…
He is a disgusting excuse for a human being. This was beyond the pale given the circumstances, even by his gutter-press standards.
For a TV 'entertainer' he has no idea how to read the room.....
C'mmon you guys...
"TDS is an acronym for Trump Derangement Syndrome, a term applied to people who express deep loathing and fear of President Donald Trump. It's usually used by Trump supporters for liberals."
I think it's perfectly applicable to d…
... and now he's planning to build a 30,000-bed c̶o̶n̶c̶e̶n̶t̶r̶a̶t̶i̶o̶n̶ ̶c̶a̶m̶p̶ facility in Guantanamo for illegal immigrants. Must be nice to have property away from easy 24x7 media access/coverage, isn't it? Out of sight, out of mind, away…
There is some opaque talk about the freeze not being rescinded, but rather the memo about the freeze is rescinded. I have no idea what that means. I am not sure the White House staff knows either.
Yeah the idiot WH press spox said the 'order' was r…
They just 'temporarily' suspended ALL federal grants and spending on current grant awards. Researchers from all fields are going absolutely batsh--t tonight. (I personally have nearly $5M waiting to be funded.)
"The memo states its orders should …
I can see crypto being the next liar loans, sub-sub prime type debacle and leading to the next crisis down the road. Add: When NFT's come back run for the hills.
It already is. Look into Gemini Earn and the impact of its counterparty risk, which wa…
I can't wait to see what other brilliant maneuvers are carried out
by Trump, an undeniable strategic mastermind.
His sensible actions will surely make our country great once again!
He's paving the way for a future Dem president to repair the GQP-ca…
They just 'temporarily' suspended ALL federal grants and spending on current grant awards. Researchers from all fields are going absolutely batsh--t tonight. (I personally have nearly $5M waiting to be funded.)
"The memo states its orders should …
Giroux marches to his own drummer which is why I like him -- he tends to stay away from meme/mometum stocks in large quantities. NVDA is like a 2.5% holding, so no big deal compared to a fund that's 10 or more percent in it (and other 'popular' sto…
@rforno,
not seeing how getting of Fb and x is much of a resistance action
diversifying your sources of information/interaction away from echo chambers (including TV) is always a good thing, and in this environment, stands in opposition to the po…
Bought ArchRock starter position with it down 10% today on DeepSeek news. The day I wanted to get into it, it started shooting toward 30, so this was a 'sale' to me.
It's the best natgas compressor company out there imo ... and they'll still be ne…
We may have learned that GRID is more susceptible to bad tech news than I had thought. Low of today of around -6%, much more than other tech-sensitive ETFs I follow or own.
Utes are caught up in the pin-action PANIC over DeepSeek. We're still going…
How long before FOTUS or his cult influencers start crowing about how he "lowered the price of coffee" through his "strong" actions?
@BenWP -- I read you. Thankfully I only drink decaf beans now, so my 'withdrawl' would be significantly less than …
Closed the call portion of my WMB collar a month early for 90% gain after today's drop in energy stocks....the put is doing its job nicely. (The collar was put on for a credit, which is even nicer!)
FOTUS* launched and then stopped a trade war between the 3rd and 10th holes on his golf course yesterday. Because after 5 days, baby needed some 'me' time and stirring up pointless global drama is his favorite oligarchic pasttime.
* Felon Of The …
@rforno, tried Bluesky?
Not yet, though I might need to set an account up as part of an institute relaunch at work.
I've not looked into it closely for personal use, but from what I know, it seems like 'old Twitter' -- but I wonder for how long? It…
One of the best resistance actions these days is to avoid using corporate-controlled (and now increasingly censored) social media like Facebook, Twitter, Instagram. Sure, it can be painful and/or annoying, but at least you are in control of what y…
Also don't forget that when a fund manager publicly offers a prediction, they've probably already made their move to prepare, so people acting on their words in the media may not be as 'timely' positioned as they think.
https://www.cnn.com/2025/01/26/politics/colombia-tariffs-trump-deportation-flights/index.html#:~:text=On Thursday, the US returned migrants to Guatemala using military planes.&text=The US is also asking,for the country last week.
Bold added…
FOTUS just sacked over a dozen agency inspector generals (ie, the independent watchdogs) in a shocking late-night Friday massacre.....including some that HE appointed the last time.
So yeah, I do think the next 4 years are going to be as bad as peo…
My utes are holding up and/or rising ... my renewables are falling, most likely a kneejerk reaction to FOTUS' decrees on 'dirty' energy this week. (Might be a good long-term buying opportunity, though.)
I would think that companies with existing …
Interesting, if they can pull it off. The .69 ER isn't too bad, either.
More of their bitcoin-protected funds @
https://www.calamos.com/capabilities/protected-bitcoin-etfs/
If it costs more for a vehicle built in Japan or China (due to tariffs), won’t companies who build similar vehicles domestically just raise their prices to compete? Why would domestic manufacturers not raise their prices to whatever the market wil…
WH website has them as they come out...
https://www.whitehouse.gov/news/
Futures were swinging around quite a bit this evening, nothing major yet.
Glad they seem to be looking at *targeted* tariffs and not a blanket one for everything as he wa…
Resting 500s starter position in AMLP filled this afternoon. Happy to add more as appropriate.
That fund and related holdings have had a nice run over the last 4 years. Quite the chart. I've got to think the trend is your friend absent a black swa…
@rforno : Just a bit longer than over night ?
The order fired overnight (either last night or early this morning, didin't check) ... sorry for confusion held position for many months.
Sold TRP for a 33% gain overnight. Will buy it back once the nonsense between Orangina and Canada over tarrifs gets worked out. (Also why I'm holding off buying PAGP since they've got large cross-border exposure.)
Planning to buy MPLX at some po…
My K-1 divs are tax free, too. Should it be that way? I've always had questions about the ins-and-outs of the tax code. Arcane, complicated, silly.
If you refer to MLP distributions, they're tax-deferred since they reduce your basis over time. Once…
