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.
Junkster,
I never claimed my way is the only way. I'm just sharing what I’m doing—others can take it or leave it.
What a fund did a year ago or four years ago reflected the market conditions at that time. I rarely invest in emerging market bonds—la…
That's where we differ. A sentence that mentions American carmakers freaking out and tariff change the thread immediately into politics.
I could comment that Japanese automakers look like a better choice now.
Practical Investing Mindset
You look at…
I hardly ever invested in BL and definitely not for over 6 months.
I never used them as a "sub" for MM either.
My goals since retiring in 2018 is to never lose more than 3% from any last top; I did under 1%. Since 2024, it's just 1%. This means I se…
Trump signed a 15% tariff deal with Japan (link). Japanese stocks exploded.
The SP500 and QQQ (I never watch the Dow) have been going up nicely in the last 3+ months because markets understand the tariff negotiations. See the chart(https://schrts.co…
I wonder if the recent outperformance of international stocks can continue and begin to reverse this circumstance?
What is recent?
In the last 3 months, VOO+SPY did much better than VXUS. In fact, QQQ doubled XVUS.
https://schrts.co/SvWkQybv
Earl…
It was an answer to a political post.
BTW, This thread started with "the orange revolution".
It's pretty obvious you don't care much about investing, which is the main reason for this site.
In the last 6 months, you started or posted hundreds of ti…
Prof Siegel says the Fed should lower rates now.
It's the same guy that said to increase rates months before the Fed was sleeping for months claiming inflation is transitory.
Is he looking to be the Fed chair too?
https://resources.wisdomtree.com/…
FD said, "But, they forgot to tell you if was another great opportunity for traders."
Would this include DT's cronies?
Are you talking about Paul Pelosi?
The guy that has been using inside info.
https://www.thetimes.com/us/american-politics/articl…
"We were wrong. We are wrong. And we're going to be paying for it for a long, long time." - A sentiment held by both Randolph Duke and many MAGA voters.
The above was a perfect statement in 2022 and 3 years later.
Who gave us the biggest inflation …
Hank, your post about mainstream media reports about the tariffs connection to the market was right several months ago.
But, they forgot to tell you if was another great opportunity for traders.
They kept reporting about it for months but somehow di…
I don’t trust most fiduciaries. Just because someone holds that title doesn’t guarantee they’ll act in your best interest—or that their advice is good. Yes, it’s better than working with someone who isn’t obligated to prioritize you, but it’s far fr…
First, where’s the link to the article? I don’t see it. Did I miss it?
Second, most investors should ignore politics, headlines, and constant media noise. You don’t invest based on emotion or ideology—you invest based on your financial goals and wh…
“Will Trump Really Fire Powell? Markets Whipsaw with Fed Independence Online ” Article directly connects politics and our investments. Has M* become part of the lunatic left,,,, does M* have TDS? I think not. When, if ever, will this fine forum acc…
I’ll simply say that the volatility Trump’s Liberation Day antics introduced into the markets over roughly the first 10 days of April helped me. I bought the dip and sold the rip. This is not an endorsement of Trump or FD. Just damned good luck.…
This story has been told several times already.
05/2007 (https://bendbulletin.com/2007/05/21/analysts-gain-wont-change-dollars-decline/)
10/2013 (https://www.cnbc.com/2013/10/22/de-crowning-the-dollar-and-the-collapse-ahead.html)
07/2020 (https:/…
Unfortunately, the above chart is a monthly one.
RCRIX fell 2% in April 2025.
DFLIX and CFRIX fell even more from their highs in February to the bottom of April.
First, the SP500 is up 7.16%, check VOO.
Second, the SP500 made 50% in 2023-4. How much more do you expect in 2025 and why 7+% isn't enough based on that?
Third, declining dollar means there is a good chance that international would make more. VXUS,…
The prevailing exuberance—and preponderance of nosebleed valuations—hasn’t been lost on the members of the Barron’s Roundtable
I support the idea that the SP500 would not perform as well in the next 10 years as it did in the last 10 years.
Unfortuna…
"If something doesn’t resonate with you, you can simply move on."
You should take your own advice to heart!
It might be best to remain silent instead of posting irrelevant, deceitful, or highly repetitious information.
Please be reasonable for a ch…
The referenced M* article examines the U.S. Dollar situation objectively.
I never claimed it didn't I just made extra observations and put it in a broader context and history. The 24/7 media love to tell bad/sad stories because you click and read, a…
Following are excerpts from a current report in The Guardian:
Carriers also asked to stop purchases of aircraft-related equipment and parts from US firms, report says
China has reportedly ordered its airlines not to take any further deliveries of B…
Instead of the above thinking, a better way is to look at relativity and how to make money.
After the dollar’s steepest half-year drop in decades, investors see continued declines ahead.
The 24/7 media always love to make statements like this. Let's…
BS1000, once again, you flunked elementary English. Grandson is one word.
Very mature response as usual.
Still waiting for your significant comments about investments.
Social media must be the best place to find the truth
1) Biden was coherent.
2) The border was closed
3) The Russia collusion
4) Inflation is Transitory
The goalpost just got moved to August 2nd from July 9th. So much wins if so many deals are being made! Where is BS1000?
Did you think the resolution would be quick? Only if you are naive. It's a process that will take months-years; after all, ch…
Old_Joe.
That’s actually kind of funny.
For the past six months, you’ve posted hundreds of times about politics, often insisting it ties into investing—which, yes, is the focus of this site.
But let’s be honest: your posts have mainly highlighted h…
DrV,
You can’t have it both ways—either you stand by your predictions or admit you don’t believe them.
I get it now—some people post long narratives that sound smart but are really just designed to please the crowd.
I take a different approach: I …
A tighter labor market, tariffs on $3.4 trillion of imports, tax cut stimulus, and a high level of government spending are all happening. This is not even questionable.
The question is not whether or not these are all inflationary pressures. They …
From the NY Times article:
"Three times in the past half-century, Republicans have enacted large tax cuts
that necessitated significant increases in federal borrowing.
Each time they insisted the cuts would drive economic growth, even claiming
tha…
hank: What many today overlook, I think, is the compounding effect of inflation. So after 5 years of 7.5% annual inflation things aren’t 7.5% higher. They’re closer to 40% higher than they were at the start of the period.
FD: I can't find 40% in the…
its unlike mark carney to waste other people's time with on\off\on.... tariff and trade nonsense.
Canada does have a choice. If they want access to big markets, they will pay more.
If you want to have an app on an iPhone platform, you have to …
@FD1000- My last to you: Stuff It.
The End.
The usual, I "love" your civility.
Whatever you wish me, I wish you the same.
We got a decent monthly job report today. We created 147K jobs, the government lost more jobs, unemployment is still good at …
