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.
I expect this Supreme Court to drive a truck through the "imponderables."
I won't be surprised, either. The Orange Behemoth has packed that court. Nothing but a few particular deaths along with some actual leadership is going to fix this. (Is he de…
Looks good to me. The clients didn't like the new logo. The stock price went down. The old logo stayed; the price went up. Trump just said the obvious.
Glad to see that trump has the time for this important stuff.
I don't agree with firebrand Alex …
What violent protests do I not know about???? Anyone watch right wing news? What is he talking about?
He gets that info from that 'fake news channel' whose content is created, produced, and broadcasted exclusively between his orang ears and which sh…
I just sold DHLGY to raise more cash (they only pay divs annually!) but I would buy it back sooner rather than later b/c it fits into my thesis that FDX/UPS are more US-centric carriers, while DHL is mainly Europe and elsewhere. I think US carriers…
Apparently, some people call him "the President of Europe...", or so DJT tells us.
Yes, indeed, this is the United States of America.
"Some people" = the voices in Donnie's head.
Don't forget, any tall tale he spins where people are saying "Sir...…
this is worse
"George Soros, and his wonderful Radical Left son, should be charged with RICO because of their support of Violent Protests, and much more, all throughout the United States of America," Trump wrote on Truth Social on Wednesday morning…
"The market response to President Trump’s Monday attempt to fire
a Federal Reserve governor was relatively subdued. Don’t let that fool you.
If Trump’s effort to remove Lisa Cook for cause succeeds, and perhaps even if it doesn’t,
this week will g…
Just got the email statement from TRP via Schwab. Ya, I noticed the same stuff. $68B AUM, whoa. Difficult to be nimble, unless a big slug is being held back, as you describe. Current domestic and int'l politics are making for a cloudy picture full o…
He's essentially a senile old man who wants the country and world to do his bidding and create the 'country' of his nostalgic memory of what things 'should' be. By contrast, in 2016 he was just the embarassing drunken uncle at the family dinner.
Speaking of defense contractors, CNBC reporting the WH is considering taking stakes in US defense contractors ... which if so likely paints a scarlett letter on US planes/missiles/equipment and exports will not be as trusted as they used to be, thus…
Per their just-sent June 30 \semi-annual report' they are 14% in US Treasuries as their top position ... so clearly Giroux sees rough waters (and opportunity) ahead. MSFT, AMZN, NVDA are the next 3 positions at 8, 4, and 3 percent respectively.
Thank you @crash and @rfono for many investment opportunities ex-US.
One more comes to mind, but it offers no dividend. Don't know if you'd be interested. Canadian.
https://www.stockrover.com/quotes/insight/summary/Quotes/q_CAE
Good call. Ther…
When my coffee roasters had summer sales (or Amazon did on brands I like) I loaded up on my fave beans at lower prices. I think I'm good in coffee for the next few months at least. Since my scotch drinking has gone down considerably in recent mont…
@Old_Joe, yes, hamburg price will continue to rise. Consumers will face the full tariffs effect in October.
Just in time for the holidays. Merry Christmas, MAGA! Y'all voted for this, remember ... neither you nor Dear Leader can blame Biden or…
Valid perspectives, thanks for posting. I've already posted my geopolitical thoughts in this site but my meta-thoughts below come from a larger note I sent to a private mailing list the other day:
"international economics/trade/defense relationsh…
Reports are that Donnie wants to create a national guard Quick Reaction Force to drop into whatever state/town he wants a photo-op for. I suspect it will be comprised of Guardspeople from red states who have governors happy to do anything to appeas…
Are there any concerns that Mr. Giroux might be spread too thin?
Sure I have a concern, plus he's been there a long time and could be considering promotion or retirement at some point. So I watch my PRWCX and would have no problem reducing to a toe…
Korea Post and Sweden’s PostNord are getting into the "no shipments to US" game.
Yeah, that dividend looks really tasty, for sure ... I was/am tempted! Though its nearly 100% payout ratio is worth keeping an eye on....
Yessir! I've looked at DHL, too. But I don't wanna have tax removed before I see my dividend. That's what the Norwegian Tax Authority did when I owned Norsk Hydro. A great company, been around forever. NHYDY ticker, OTC in USA. A 25% haircut. I sold…
Gee, I wonder if the value of Trmp's bonds might increase if the Fed lowered interest rates
That is my exact thinking. The true motivation of cutting rate from 4-4.25% to 1%, is to goose the bond prices and his pocket substantially. Wonder who e…
I bought into DHLGY a few months ago. They're the go-to folks in Europe and also are popular in RoW. Nice dividend and besides the German witholding I get back on my taxes anyway.
Fedex/UPS are mainly US-centric players that will feel the hit of …
I'm reminded of the 'Yes Prime Minister' episode called 'The Smoke Screen' where the Minister of Sport (a portly man who smokes and coughs up a lung) who's in-bed with the tobacco lobby becomes the Minister of Health.
To wit:
My 403(b) remains entirely in dividend-paying equities in RWMGX. Thankfully Capital Group's funds aren't beholden to (or track) the Mag-7 that overweights indices and therefore forces insane performance-chasing. For some accounts, I boring is bea…
@rforno What is your outlook for European defense & aerospace going forward (especially, if we get a ceasefire or some other hostilities reprieve in Ukraine)?
I think the EU is going to ramp up defense spending going forward b/c 2025 has likely …
This Florida guy wears shorts 12 months, including when running errands in winter here in DC. Because, why not?
Market-wise, I have a single short SPX option trade on for the next few weeks, but most of my 'hedging' is already in cash / defensive …
How would Trump react to this now? In the meantime, I still see grocery bills including eggs are rising.
He'll find a way to blame Biden, Democrats, other nations, and/or the Abominable Snowman. Anything but him and/or his 'stable-jenius' pol…
The problem being contrarian is expressed pretty well in the old cliche: “Markets can remain irrational longer than you can remain solvent.”
Agreed. Frankly I find the best contrarian play if I'm feeling bearishly contrarian is to raise cash vers…
@rforno said,
That's precisely why I am NOT in my state pension plan! My entire 403b is in a vanilla quality equity-only American Fund.
If you are a public school teacher I believe you are contributing to your state pension through monthly (payroll …
Screw that ... My store 'savings club' cards all have roughly the same information .... all of which are pemutations of historical presidents' names and the White House address, just in a different quadrant of DC. (Stores don't care!)
Glad my 403b is not under the influence of such people sitting on our state investment committee!
You might want to look under the hood of your State Pension Plan...here's CT Teacher's Pension Plan...both Private Investment and Private Credit are p…
Per BBG:
The White House intends to post an executive order in the near future to clarify what an official called misinformation about the tariffing of gold and other specialty products. The official detailed the plans Friday on condition of anonym…
This has nothing to do with the fact that he's in-bed with the crypto lobby and the PE folks are in bed with his Treasury and Commerce secretaries, right?
Keep that junk away from my retirement assets!
In any decline, those at the bottom always take it worst of all. Many of them voted for this, thinking this would be their big chance to get out of their rut. They will get crushed economically. I'd also assume that a lot of older Trump voters will …
