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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.

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FD1000

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FD1000
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  • If things have been so bad since the last election, over a year ago, why not just sell everything? Will 5-10% of your portfolio save the other 90+%?
  • 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…
  • FD - the one great investor. Did I mention that I owned bitcoin (IBIT) when it was hot.. I hope you did and made a lot.
  • 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.
    in CPI + Jobs Comment by FD1000 February 13
  • CNN had to admit that core inflation is the lowest since March of 2021. https://www.facebook.com/watch/?v=1273980597910399&vanity=RepTroyNehls
    in CPI + Jobs Comment by FD1000 February 13
  • 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…
  • Too late, CLOs were hot in 2023,2024 when I used CLOZ and HOSIX.
  • 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…
  • U.S. murder rate hits lowest level since 1900, report says https://www.axios.com/2026/01/22/murder-rate-century-low
  • @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…
  • As expected, Carney’s tough talk failed. https://www.reuters.com/world/americas/canadas-carney-walked-back-davos-comments-call-with-trump-bessent-tells-fox-news-2026-01-27/
  • 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), …
  • JD: Your health insurance premiums are increasing by +50% because we no longer receive ACA credits, you say? Hmmmm. Blame Obama, who promised Americans they could keep their doctors and health plans under the Affordable Care Act (ACA) and that costs…
  • This morning, I thought the world was coming to an end. (link1) "US stock market crashes today: Why Dow, S&P 500 and Nasdaq down today? Here’s why fears over the Federal Reserve triggered a market pullback" (link2) "Dow Jones Futures Fall Wit…
  • CD at 4%? Why on earth would I use CD when I can get much more with low SD? Just to name several funds from memory: HOSIX,SEMIX,SCFZX,CBLDX. Yes, I know CDs are guaranteed. See one year https://schrts.co/fAVbqwQk See 3 years: https://schrts.co/zqA…
    in CD Rates Comment by FD1000 January 11
  • Typical political commentary: when Democrats don’t get their way, the volume goes to maximum, crying “fire” around the clock, despite having done the same things when they were in charge.
  • Chris Wright, the current U.S. Secretary of Energy, said today that oil prices, when adjusted for inflation, are at their lowest level in the past 20 years. Watch 2026 for a better economy. On another subject: Trump may ultimately feel compelled to…
  • This is the new Dem real world by another Dem. https://youtube.com/shorts/lTBG57Y8UWc?si=1w5rePkuKjSUP_mR
  • These are the same complaints from Democrats as usual. Secret missions are not widely shared by design. The Venezuelan election was fraudulent, so any reported supporter numbers are unreliable. Ukraine and Taiwan are not major drug-manufacturing …
  • President Donald Trump announced that Venezuelan leader Nicolás Maduro and his wife had been captured and flown out of the country as part of “Operation Absolute Resolve.” Another decisive and brilliant operation. And, as usual, Democrats rush to d…
  • Here are 10 of Donald Trump's most frequently cited wins or achievements from his first year back in office in 2025. These are drawn from official announcements, economic data, and policy implementations, focusing on verifiable outcomes. 1. Se…
  • China's economy isn't that bright. https://rhg.com/wp-content/uploads/2025/12/Chinas-Economy-Rightsizing-2025-Looking-Ahead-to-2026.pdf actual 2025 growth fell short of 3% again, with a strong first half and then a badly down-sloping second half. W…
  • I think I finally get it. Anyone who voted for Trump—or even an illegal immigrant who supports him—must automatically be wrong, lying, twisting the truth, endangering democracy, and promoting dictatorship. Meanwhile, anything Democrats have done is…