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.
@BenWP - the HBO miniseries 'Chernobyl' does an excellent job of portraying that very situation with an authoritarian government. Great series, detailed, and at times heart-ripping....
We're overlooking the fact that, as YBB mentions above, "someone may take the job with -3% cut promise that may be impossible to deliver through the FOMC."
The chairman is only one member of the FOMC, and has only one vote. Evidently Trump's knowl…
For whoever follows Powell, hopefully after 05/2026 for the sake of markets, impossible expectations are being setup for -3% immediate rate cut. My concern is that someone may take the job with -3% cut promise that may be impossible to deliver throu…
At the risk of injecting politics into the discussion, at this point, I'm waiting for him do try "something big" to distract the press from Epstein ... this might've been his impulsive trial balloon toward such an effort. (He is desperate for peop…
I shoulda got an advanced copy of the USDA monthly orange crop report from Mortimer and Randolph Duke.
LOL "Turn the machines back on! Turn the machines back onnnnn....."
Per BBG:
"Trump also dismissed concerns that his threat earlier in the week to impose “secondary” tariffs on Russian trading partners if Moscow did not agree to a ceasefire with Ukraine could impact US consumers, even as experts warned the presiden…
Opened starter position in DHLGY with a 4.6% div --- while Fedex and UPS are mostly US-oriented, DHL pretty much operates in the rest of the world, which may do better if/when the US slows down and/or the flow of goods routes around the US.
Interestingly his letter to Brazil seemed to be mostly predicated on him throwing a tantrum because they prosecuted his BFF Bolsinaro.
Wonder when we start seeing tariffs launched against countries that refuse him permits to build a hotel or golf c…
The goalpost just got moved to August 2nd from July 9th. So much wins if so many deals are being made! Where is BS1000?
The TACO-munching Tariff Toddler is at it again, I see...
BTW despite campaigning and repeatedly telling the GQP to "not touch Medicaid" Donnie apparently didn't know this bill indeed adversely touches Medicaid when he was meeting with House GQP holdouts yesterday. One of them had to tell him, "yes, yes w…
Have to be selective for dividend focus funds. Too many of they hold too much value stocks that are value traps. Not playing that approach for now.
My beef with most dividend funds is not only the value traps but how they stuff 1-2% payers into th…
Actually, it's a bit different. In the past, techs rarely paid dividends, but tech dividends are more common now.
Keep in mind that when a company gets into some trouble, it cuts or eliminates dividends first. If more trouble, the preferred dividen…
I can believe it.
Nearly all of my investments are for the long to long-long timeframe. For kicks, I keep a sliver available for 'fun' experiments, either market hedging or speculation ... investing can't be *all* boring, you know.... lol
We get the "C" team. I pity the fool.
I think this team is comprised of whatever ego-hungry rube they could find at Central Casting ... imo they're not even worthy of a rating.
We're all unwitting passengers sailing on the 'USS Make Some Sh--t …
@catch22, I am less concerned about using AI in your web browser. You control that experience easily enough, so I wouldn't buy a new computer just for that. I am more concerned with AI being turned on in programs (eg, MS Office, email clients, brow…
I'm not familiar w/DeepSeek specifically but a Chromebook isn't going to be powerful enough to run an AI tool on its own. Sure, you could probably log into DeepSeek or ChatGPT via the browser and play w/it via the web interface on the Chromebook, b…
Glad nearly all my retirement savings are in taxable accounts, so that 15% LTCG would be a better deal for me in Virginia and should save about 3% vs if I was tapping an IRA. Cool.....
I learned the hard way with Mutual Discovery that if you hold a great fund for a long time in a taxable account, when the manger changes you can get hit pretty bad, either with lousy performance or taxes. For that reason I am reluctant to build hug…
IMO "Totally obliterated" has become the new "Mission Accomplished"
I can see FOTUS whining that the intelligence community's skeptical BDA (bomb damage assessment) is 'wrong' and that he 'doesn't care' what they say, because only he knows the fact…
And as Mel Brooks said: 'Its good to be the King".
No Congressional authority needed.
Boy, if only Congress was alive today to witness such actions, I'm sure they would be plenty upset and immediately do something to rectify things.
This sums up where we are now:
https://www.instagram.com/p/DLAO1BOA3yG/
As a friend noted, "Trump created the problem. The single reason Iran was so close to obtaining a nuclear weapon is that Trump destroyed the diplomatic agreement that put maj…
Maybe "widows and pensioners"?
We had Washington Mutual and many other American Funds for many years- we largely built our present economic situation on American Funds. Worked for us.
LOL give me a break, it's a Friday in summertime!
I am also ver…
I suspect it's just a list of companies the Court believed at the time reflected the investing goals of the fund. (nb: I hold a *very* large long-term position in my 403(b) and recently switched my Roth IRA into it as well.)
Eligible Lists are pre…
AI analysis always reminds me of the sort of stuff humans of my age generated in college papers that were required to fill ten pages when the human didn't really have much to say after two pages.
I have no idea what college students have to churn …
I wonder why they publish such garbage. do they think anyone takes it seriously?
My favorite was the one where they downgraded a fund's "People" score for turnover, after one guy died.
IMO AI is essentially a giant if-then-or algorithm. (IF) peop…
Other than US utes, most of my recent new money put to work has gone into foreign stocks. Between our national debt, weakening dollar, and political chaos/uncertainty, I think that's a pretty good diversifier at the moment. As to a bubble? Maybe. …
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…
