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.
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 …
Ya. F**k y**. AND the asshole that designed things that way. And I need to be reminded every time I start the car, not to drive distracted????? Bite me.
LOL that's not for *your* benefit, it's there as a CYA for the vehicle manufacturer in case…
Saw a quip today, don't rightly remember where but possibly SA which stated that institutional investors are selling in the afternoon what the retail investors are buying in the morning. Anyone else noticing this?
Back when I was daytrading futures…
Took a flyer on 500s of GXPS, the highly-focused Consumer Staples ETF in the ProCap line that yogi posted about yesterday. Trying to shift more defensively in one of my accounts but don't want to hog-wild on my usual sectors-of-interest these days …
A firm I read believes that if DJT fires Powell, and forces the fed rate down to 1.5, ALL deficit funding will be short term with disastrous consequences for LT debt. While there will be a surge in economic activity, inflation will soon blow up, sto…
It does emphasize what many of us know, that the indices are being driven by 2-3 major players, with the rest just plodding along behind them at some distance or other.
I used to have a big position in D (as a Northern VA resident) but sold it years ago when management embarked on a strategic review, cut the dividend, pledged to restore it, and never did. Part of me is inclined to retake a position in it precisel…
Sold BKSY for a short-term 72% gain in 2025. Earnings on Thurs, but wanted to lighten up on some of my more volatile positions. If it drops, I will re-enter ... I like this company.
2003's Baghdad Bob comes to mind these days ...
"There are no infidels in Baghdad. None whatsoever. This is false." [US tank rolls by in the background]
The Orange Idiot doesn't understand how government works. Revisions are not 'fraud' or 'tampering' .... but that's all his little peabrain seems to fathom, so of course it must be 'fraud' designed to make him look bad,
Our strength was our tight knit allies and partners we've built up over decades. If they thought is was a fluke the first term now they're thinking how can they trust the US going forward. Allies and partners unfortunately are in the process of goi…
Bring me that Orange lard-bomb lying, soul-less "President" with the nun-ankles. I'm going to eat his face.
*"Nun-ankles" was our irreverent moniker for the typical nun's physique: they all had legs which ended at the feet. No ankles at all. (Is he…
"His instinct to fire McEntarfer is the wrong knee jerk reaction to have."
Trump's base instinct is to berate, fire, or sue any individual/institution
which has opposing views or provides information he detests.
Regardless if he has a firm understa…
The quality of U.S. economic data, long seen as the "gold standard," may be further called into question.
“The single most important piece of news today is the BLS firing. If you can’t trust the data,
I don’t know how investors make decisions,” sai…
Words continue to fail me this year ....
We can't trust anything the US government says, does, writes, or releases these days.
Dictator-like tendencies, indeed.
Excellent post this a.m. from Krugman about the attempted tariff extortion on Brazil to save his authoritarian pal Bolsonaro from trial, conviction, and prison.
Short version: It's delusions of grandeur to an absurd level: Dump doesn't have "the j…
Rforno,
NVO down another 6%, now at 4 year low. UNH is in similar freefall, though it may be a safer choice?
Not my cuppa joe, sorry. At least NOV has IP and various research/manufacturing infrastructure that's valuable. UNH has .... bureaucrats…
Could someone advise if there is any connection at all between BILT (the ETF) and BILTX (a Doubleline Infrastructure Income Mutual Fund) ? Thanks-
On quick glance @ M*, BILTX holds bonds and other FI from infrastructure players. BILT holds equitie…
Per BBG, the full list of tarriffs (er, sorry, "insane tax increase on Americans") going into effect at midnight ... including 39% on stuff from Switzerland...
https://archive.ph/I5PQJ
I grew up watching W$W, my parents watched it every Friday night on PBS. The grey haired Louis Rukeyser still looks like George Washington. :)
HAHAAHAHAHA!! I thought *I* was the only one who thought that back then!!! (I watched it w/my parents, t…
BILT started trading today. I bought a 1/4 position.
Thanks for the tip. Its holdings are quite solid, though I wish there were some more concentrated positions and fewer airports. As to the former point, I'd probably still lean toward GLFOX.
Ot…
NVO should have hired a friend of Dr Oz or Sen. Rick Scott for CEO position. Their actual pick for CEO is a terrible choice for USA market where friends are more important than anything else.
Agreed. As I said, I'm looking primarily at their ex-U…
Just more financials wanting in on the easy skim?
Yep. They want to make the proverbial 'dumb money' feel like 'sophisticated investors' with these new offerings....
Bought a few hundred NVO on this morning's 20% drop on their CEO switch and revised forecasting ... been a constant on my watchlist for years even before GLP1s came around. I think this is an overreaction and that the company is smart enough to sor…
Let's just add even more to the national debt, because why not?
It's amazing how many GQP congresscritters will vote with the herd on 'big' things and then afterward do a complete 180 by introducing bills that would reverse their other votes, knowi…
I posted this in the other thread, a short read and worth considering. Basically all smoke and no fire.
https://fortune.com/2025/07/29/markets-europe-pulled-wool-over-trump-eyes/
Makes sense to me.....
From LizAnn Sonder’s interview, she expects the tariff will lower the earning growth, slows the economy, and the higher import prices get pass onto the consumers. The declining USD against other major currencies may be another factor.
youtube.com…
Remember everyone that Trump is responsible for the sun rising, but if his tariffs result in diminished GDP or higher prices, we need to blame someone else. Are we all on board right now?
It's all Biden's fault! By the way, the recent weather chaos…
Yeah, my EU stocks were down a (tiny) bit today. But I still think the US equities will face a reckoning sooner rather than later ... and that the USD will become more and more shunned around the world because of A) our insane national debt, and B)…
Nations can 'agree to do/buy/invest $X' all they want to appease Emperor Hirocheeto, but that doesn't mean they'll actually ever do it. Look at the alleged "5 trillion" or whatever he claimed would be invested in the Middle East for AI. It was mos…
