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.
Will this country recover, ever?
About half of the county and one of its two political parties are indefinitely trapped in a cult due to their own stoopidity, zest for power and personal prejudices.
We are pushing 70 and expect to be reasonably s…
All strictly my opinions here...YMMV.
For us, SELL time was Monday (which we did, 50% of our stock allocation), but no later than Wednesday COM.
We were pretty sure Thursday would bring bloodshed.
We feared/still fear Friday's UE (and future U…
Adm said they used a tried-and-true formula on the buffoon's tariffs.
CNBC's Steve Liesman said nobody that knows anything about tariffs/tariff history, including him, has ever heard of said formula.
Like I said above, I'm pretty sure the tariff …
Connection? Connection?
Don't talk to me about connections!!!
-Jim Mora (loosely quoted here)
https://www.cnbc.com/2025/04/02/trump-tariffs-on-vietnam-could-raise-prices-for-shoes-furniture-toys.html
WOW! 12%-25% DROPS!
Just curious.
When the buffoon was designing his tariffs plaque (that I am reasonably certain he slept with last night), did his cronies just put a bowl in front of him with little folded pieces of paper with %'s on them?
Then somebody called o…
@yogibearbull, thank you for the data.
Would be be so kind as to give us your thoughts on the likelihood that we continue the current downward spiral and execute one or more of the crosses?
Any thoughts of yours in that regard would be greatly…
Anyone notice a connection between the market and a certain politician today?
Nope. No me.
That's because a "certain poster" earlier this week had educated all of us dopes on this forum that tariffs have no direct correlation to the market or the …
FWIW, all SELLs (per above posts) have been entered today.
Reduced stock exposure by ~50%.
Parking proceeds in VMRXX, FZDXX and will likely BUY a coupla new rungs on 5-yr CDs ladder that virtually guarantees a net positive TR in 2025.
Kudos to @…
Here is more on Sonders' comments from MW
President Donald Trump’s tariff plans have been delivering plenty of shock and awe across global markets. Closer to home, futures are pointing to a 1,200-point-plus plunge for the Dow industrials DJIA and p…
https://www.cnbc.com/2025/04/03/absolutely-nothing-good-coming-out-of-trumps-tariff-announcement-analysts-react-to-latest-us-levies.html
My fave and my thoughts exactly:
Excerpt:
“They’ve come up with the most extreme numbers that we can’t even co…
You would think that MAGAts would have enough brain cells to know that bringing up immigration is a losing proposition for a debate given the buffoon killed a bipartisan bill that was proclaimed by both parties to be perhaps the best we've seen in a…
The sad investment and economic realities of the current adm's fiscal polices, the most notable of which is his asinine tariff strategy, are concisely and accurately explained in the OP's linked article. This article is exemplary of hundreds, if no…
Market watchers are mixed on today's action: Oversold, technical bounce (again), end of quarter portfolio dressings...purely a guessing game to me today.
To that end...IMO, it was another in a brief series of dead cat bounces, but warmly received …
Hmmm...seems like we may need a refresher on the definition and history of stagflation (said the retired, anal bean counter).
https://www.investopedia.com/terms/s/stagflation.asp
Excerpt (BOLD added):
Key Takeaways
Stagflation is the simultane…
At Stillers. Thanks for the Dylan reference. I know some younger folks who have a big Lebowski reference for everything but for my money I will take Dylan. “. To each his own, it’s all unknown.”
Not a huge Dylan fan, but if you ain't seen "A Comp…
I guess that's what makes markets and debates.
FWIW, some believe we are already in or about to enter a period of stagflation with recession probabilities clearly spiking.
Components of stagflation and my 2 pennies:
Slow growth - Financial firms…
Roger all that.
From March 1, 2025:
https://www.cnbc.com/2025/03/01/doge-actions-may-cause-social-security-benefit-interruption-ex-agency-head.html
Excerpt (BOLD added):
...
“Ultimately, you’re going to see the system collapse and an interruption …
FWIW, all SELLs (per above posts) have been entered today.
Reduced stock exposure by ~50%.
Parking proceeds in VMRXX, FZDXX and will likely BUY a coupla new rungs on 5-yr CDs ladder that virtually guarantees a net positive TR in 2025.
Kudos to @…
Stillers. That’s a great title for my future self’s dissertation. If History Departments still exist. Thanks for that. Until recently I wondered if I would outlive my money but now I wonder if I will outlive democracy? Warts and all,it wasn’t so …
Agreed, but...that's a mighty BIG and highly unlikely "IF".
The buffoon will only remove/reduce the tariffs IF he can, in his f*cked up mind at least, reasonably declare victory.
Us? It's a fiscal policy freight train being driven by a mad man. …
Liberation Day? Now is that the day when the buffoon proclaims he will be able to grab women's genitals on LIVE national TV without repurcussion?
Oh no, wait...
Great post by @rforno.
What to do? We are breaking a cardinal rule of our investm…
From The Barron's Daily
:
The Fed’s Outlook Should Have Spooked Markets. Why It Did the Opposite and 5 Other Things to Know Today.
Federal Reserve Chair Jerome Powell showed his strength as a market whisperer on Wednesday. Even though interest ra…
Great post and thanks for the link.
My first swipe at a response:
All that said in Mr K's article, tariffs are clearly driving the bus right now. Take away 100% of the tariffs and retaliatory tariffs, and the BS that surrounds the buffoon's daily…
@Edmond, your stoopidity is simply astounding.
First, it's appropriate (for YOU) that you quoted REM to try to drive home your point, as it's a band named after Rapid Eye Movement, you know, a dream-state condition.
LMFAO!
That pretty much sa…
@Edmond
...And remind me, how did the market finish the day after the speech?
I'll take the bait...
Here's your requested reminder about yesterday:
Dow closes nearly 500 points higher, S&P 500 surges over 1% on hopes for Trump tariff concessio…
Can't vouch for the overall accuracy, but pretty comprehensive and detailed list here:
https://en.wikipedia.org/wiki/List_of_automobiles_manufactured_in_the_United_States
Trump and Musk are gutting virtually any federal government office which could independently investigate anything. It's going to be one hell of a long time before any of that investigative authority is rebuilt. And that's no accident.
Well, I didn't…
The plot thickens...
https://www.cnbc.com/2025/03/04/stock-market-today-live-updates.html
Stock futures rise after Commerce Secretary Lutnick suggests possible compromise on Trump tariffs
Speaking of futures...
At some point in the future, some are…
No apparent news. It appears (per at least one worthy market observer) that we were close enough to a NASDAQ correction to trigger (computerized?) trading. That rally, if that's what it was, quickly evaporated.
Example?
TOT walks thru a crowded room as bystanders gasp at the suffocating, obnoxious stench.
Without saying a word, or even opening its mouth, TOT has the look of "It ain't me!" on its face.
But truth be told, that unmistakable, putrid com…
