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.
Reportedly KPop fans and teenagers were scoring hundreds and thousands of tickets and royally punked the campaign -- if true, I want to give them all a gigantic hug and atta-person for a job well done! All this week, the campaing kept screaming ho…
Yeah, okay. Nice headline, Kip, but any retail investor putting 50% of their portfolio into alternatives is nuts. Most retail investors have little clue how to monitor, manage, or investigate such vehicles or ask the appropriate questions before…
MFO, of course
WaPo, NYT, WSJ
SeekingAlpha
various professional blogs/sites related to my discipline
Books? I have 2 related to the Snowden affair on my coffee table, plus 1 on how engineers make internet social media addictive to users. I just …
I rarely agree with forecasting, but the market activity this past month has been insane .... given everything that happened in the world/country, that the equity markets just kept exploding higher suggested something is broken. Short squeeze? Ir…
Speaking as a former trader, I'm reminded of that great quote, "Markets can remain irrational longer than we can remain solvent." :)
As I said last night, I'm not dumping stocks out of fear but am being cautious if/when I deploy new money these d…
He only yanked 9500 from Germany. And I bet it'd his 'revenge' for the heated chat last week where Merkel told him she won't attend the G-7 b/c she doesn't want to be part of a photo-op.
Trump running scare now, pulled all troopies out of DC/Ger…
Like everyone else I have never seen a market so detached from economic realty.
Agree completely. I'm not selling any of my core positions but at the moment any new money I deploy is likely speculative ... either nibbling on new equity position…
Sold my relatively short-term Airbus position at a surprisingly nice profit @ the open today. It's been on a tear in recent days but I've been having second thoughts about the position (which I doubled just before Covid hit) and had placed a resti…
Gets better ... this one is also rather scathing....
John Allen is president of the Brookings Institution, a retired U.S. Marine Corps four-star general, and former commander of the NATO International Security Assistance Force and U.S. Forces in A…
Some more context from down here in DC regarding Bunker Boy's quest for 'domination' ....
(src: https://www.thedailybeast.com/pentagon-tries-to-retreat-from-trumps-call-to-dominate-protests?ref=home)
< - snip - >
Pentagon officials added th…
Closed my 2022 spec combo options trade on GE *way* early for 25% gain on the risk ... just to offset likely TLH'ing elsewhere. I would re-create the position for if GE drops back down toward 5 again, though.
(Excellent decision by our two local governors. --rick)
Maryland, Virginia governors refuse Pentagon request to send National Guard to DC
The governors of Maryland and Virginia both refused direct requests from Defense Secretary Mark Esper to se…
Totally agree. This has been going on for decades. That said, in terms of the political polarization and tribal politics, I pin the blame for this modern incarnation upon Newt Gingrich and his Republicans when they took Congress in the mid-90s.…
This article is worth reading, too.
Trump Finally Gets the War He Wanted
https://www.defenseone.com/ideas/2020/06/trump-finally-gets-war-he-wanted/165825/
Howdy folks,
Damn. I love you people.
July 4th this year will be a National Day of Prayer for President Donald Trump to die. If we all pray hard enough, maybe God will hear our prayers and rid the earth of this monster.
And so it goes,
Rono
d
There are always some bad apple looters/firebugs in these protests. However one also has to wonder how many of them are typical idiots or purposely torching and destroying things to make the legitimate protesters look more evil/dangerous and distr…
Bunker Boy hired a bunch of really talented crisis actors.....lol
CNN was showing the same thing, but then again it is "fake news" according to the POTUS. Guess a lot of actors and actresses were hired for the shot.
Around 7PM here, he had police tear gas and terrorize PEACEFUL PROTESTERS to clear the street just so he could walk outside the WH gate to St John's Church for a photo-op. Why? Because he was angry that the world knew he was secreted in the WH bu…
Been thinking (pondering) of adding a modest holding in a commodity strategy fund (PCLAX) to my hybrid income sleeve since commodities have been beaten up in the recent stock market swoon. My outlook is that PCLAX can turn a 25% to 35% gain over th…
Pretty much stay the course on my existing long-term portfolios and invest new money as opportunities present themselves for either long-term positions or as near-term trades, as I did in Feb-May this year.
Trump related daily news...
Potus wants open church asap..I told my frail 70s yo Mother and Papa [whom are extremely devoted previously], none if them want to go to large gatherings presently...they may go if vaccines or effective therapies are av…
This is a great thread and I hope someone will come forward to keep it going should Pud still be with his posture that this will be his last month to host the thread. He has done this for the past couple of years and pretty much feels, as I felt, …
"Trumpodunno" -- I need to remember that.
Maybe I'll start referring to him as 'Tweety Amin, First Trumpodunno of Dotardia' in formal social situations to ensure proper respect is paid to him when not on the battlefield. Because when engaged in …
Donald J. Trump. The J stands for 'jenius' you know.
@JohnN. Trump knows more about everything. Not just medicine. He knows more about the environment, west coast forest fires, China, national security and how ballistic missiles operate. He knows…
Hi @_rforno, how is your total accumulative return do over past 20 yrs, upwards of >350% totals?...thx kind regards
I've not calculated it, nor am I interested in comparing my performance to any industry benchmark, because I don't care about benc…
With the exception of maybe TROW and LAZ, I wouldn't touch bank or financial stocks with YOUR money. Even if the fed backstops them as they did in 2008, I just don't trust them ... and I never would buy bank preferreds, which are almost always non-…
My long-long term portfolio has several stock positions that haven't done anything but reinvest for over 20 years. Boring is beautiful when it comes to long-term wealth accumulation.
My more active portfolio has a few like that, but I tend to tra…
Yup. General Dotard von Bonespurs is setting up to screw our troops. He only uses them for props when it serves his interests -- which explains why recent polling of military families has him polling much lower nowdays than in 2016.
This draft d…
His staff is giving him Hydrox cookies with milk, so he's a bit confused right now.
That helps explain why #PresidentPlump and the #GirtherMovement is trending on Twitter today.....
FYI the WH press secretary says the WH doctor's memo was not meant to confirm the president is using the drug and was instead intended to show Dr. Conley “agreed with the analysis that the benefit outwighed the risk.”
So .... they had a chat about…
what happens if trump has major health issues/falls and cracked his skulls/admitted to hospitals, Pence also gets covid and also quarantine for few wks. Forever sober Nancy takes over in the interim? Maybe a dream come true for many
I'm no Democrat…
Trump may have gotten so rattled by the idea that he was exposed to people testing positive that he decided to swig the stuff. With doctor's permission.
They discussed the risks and benefits. Risks to someone in his condition who gets COVID-19…
It's interesting that Tweety Amin's WH doctor released a letter that says they discussed the risk, but he never *explicitly* says he prescribed it -- or even that Tweety is taking it. So I remain skeptical of this claim by the Liar-in-Chief. If n…
I don't gamble in Vegas ... if I'm going to speculate/gamble/"roll the dice" at times using 'fun' money, I'll do it in the stock markets. Sometimes I have better luck that way, too. :)
