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.
As usual, TDS prevents people from seeing the imminent risk and understanding the broader global implications.
Iran has killed, maimed, and tortured thousands of its own citizens, as well as people in other countries. It has been responsible for th…
Who wrote the WSJ article? An economist.
And which profession has often been wrong in its forecasts? Economists.
Technology has already transformed countless industries. Now AI is accelerating innovation within IT itself, enabling hyperscale planni…
A lot of money fleeing to INTL & EM equity/bonds, is certainly coincident with "sudden & drastic changes". How that plays out is yet to be seen.
I made lots of money. I will surely be where markets tell me to be regardless of Dalio or other …
During his first term, Trump sought to reshape the Middle East by promoting new diplomatic relationships, most notably through the Abraham Accords. Supporters view those agreements as a breakthrough that created new channels of cooperation between I…
Wake up call, at the conclusion of his latest book. I think, unfortunately, he's correct.
"I am confident that the next 5-10 years will be a period of enormous changes... Going from now till then will feel like going through a time warp into a ver…
Dutch
Inflation was bad under Biden but what did you expect with the massive money pumped into the economy during Covid? Much of that under Trump. Combine that with supply chain breakdowns and corporate opportunism to increase profits and you had a …
Mona: @Observant1, yes, who would have thought that a convicted felon and pedophile could become president of the United States. Crazy country!
It’s striking to think that two Democratic presidents, Bill Clinton and John F. Kennedy, faced credible …
Mona: @Observant1, yes, who would have thought that a convicted felon and pedophile could become president of the United States. Crazy country!
It’s striking to think that two Democratic presidents, Bill Clinton and John F. Kennedy, faced credible a…
@fd1000
unfortunately your post is not accurate and left out many pertinent facts. Inflation was dropping at the end of Biden’s term as were border crossings. Trump has not lowered inflation and has put an additional tax in the form of tariffs on al…
Obama Care has been the main cause for HC expense explosion.
One year before Obama care I priced the premiums. For my wife and me together, they were $400 monthly and $3500 deductible. They are now at $1200 per person (this is 6 times more) with an …
Here are the most prominently mentioned Democrats with documented ties, based on reliable reporting, flight logs, donations, and released files:
Bill Clinton (former President)
The most frequently cited connection. Flight logs show he traveled on E…
A Year Ago:
The liberal media, with hundreds of articles and posts, warned us that high inflation was imminent. Yet, the reality is quite different: we did not see the promised widespread inflation.
Under Biden:
Under Biden's administration, howeve…
Lots of emotions from Dems, as usual.
The tariffs will likely be implemented under different statutory authorities.
And if the tariff news was truly that significant, why didn’t the markets react?
The S&P 500 closed higher on Friday and is now …
We have been discussing and INVESTING in ALT funds for many months now on other sites.
QLENX beat the SP500 for 3-5 years. see chart(https://schrts.co/TfnpDjua).
In 2026 it's not doing well, and we mentioned ORR(https://militiaetf.com/) and JAKRX a…
If this is gambling then I have been gambling for over 25 years by selecting unique funds, having great performance and retiring years earlier.
I don't care about ER to a degree because ER is included in the performance.
In 2022 my portfolio made…
FD - Thanks for keeping politics out of investing topics. :( :( :(
Start reading on the site and tell me how many posts discussed politics, and many have been really nasty.
Why don't you ask these posters to stop.
Instead, pay attention to what the markets are actually telling you and invest accordingly.
Examples:
* SCHD: I liked it for years, then it struggled for about three years (2023–2025), which I posted about at the time. Year-to-date, it’s been perf…
As usual, disregard the noise and follow markets in real time.
In mid April 2025, after I was out for several weeks I posted that for the first time in my life I invested directly in an international fund. A couple months later, I increased it to 99…
Another investing thread that got derailed by OJ and his TDS. So, thank you very much OJ.
The Buffett Indicator, like most single metrics, is not very reliable, which is why I largely ignore it. Instead, pay attention to what the markets are actual…
@FD - Too silly to respond to.
Please answer: Are there any investors, private or institutional, who are smarter than you? If so, please list a few below ...
1.
2.
3.
I'm looking for insight. How can I make money.
Marks typical....
Something …
It’s none other than Howard Marks, the same guy who called a market bubble in January 2025…and got it wrong.
As I said back then, nothing really changed. It’s a lot of fluff: always hedging, always covering every base (“markets could go this way, b…
@Anna and @rforno, thank you. Great alliance and future trading partner.
In 2026 the developed and EM indexes are ahead of US already. Let the race begins.
Pretty funny.
Since 2010, big tech, QQQ, made so much more than EM and developed.
Unle…
Europe? What a joke. It’s been in decline for the past two decades.
The real beneficiary here is India.
Only a small fraction of Indians will ever buy high-end European goods. Europe’s main exports, vehicles and pharmaceuticals, are nonstarters. In…
When you show up to a riot with a loaded gun, you could get shot and killed. Just common sense.
The Minnesota governor and mayor have spent months fueling tensions with hours of daily riots.
It's time to execute the Insurrection Act.
@jafink63- The New York Times reports that Donald Trump has used his presidency to enrich himself and his family by $1,408,500,000 in just one year.
You have to give the man credit- a new high in presidential theft and gluttony.
Pelosi has been fe…
David_Snowball said:
Vanguard, and others, appear to believe that over the next 5 to 7 years you'll be able to make about as much money in the Total Bond market index as in the Total Stock Market index but with less volatility. Research Affiliates r…
The way that observers and strategists and market participants see the Greenland/NATO/tariff situation:
"Trump’s Greenland threat is “the biggest ‘taco’ that you could get,” Roche said, referring to the phrase “Trump Always Chickens Out,” which has…
Democrats are back to their usual narrative.
We were told tariffs would definitely kill the economy, recession and inflation guaranteed. For days, before Davos, the warnings piled up: Trump was attacking our allies, planning massive tariffs, threat…
Fake news vs real ugly news.
https://www.foxnews.com/politics/christian-leaders-demand-justice-after-anti-ice-agitators-storm-st-paul-church-unspeakably-evil
What could possibly go wrong between now and then?
mmm...What could possibly go wrong under Biden?
The highest inflation and cost of living in four decades.
The worst one-year bond losses in forty years.
The largest number of criminals entering the …
It's nothing compared to what Dems have done.
I want to see people go to jail for years and spend a lot of money on defense just to keep it even
The Justice Department searching the home of a Washington Post reporter
Compared to a raid on President …
The S&P 500 is roughly 0.5% from its all-time high, even as AI momentum has stumbled. Meanwhile, diversification has finally worked, and for several months now.
From 2010 to 2025, I repeatedly argued that large-cap growth was the place to be, a…
MN insurrection is worse than the one in Jan 2021.
The one in MN has been going on for weeks for many hours daily, and hundreds are participating.
This crowd broke into ICE vehicle, stole documents and spray-painted it (link), used freezing (link), …
