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.
@davidmoran
So what's the overall message of the article (hiiden behind paywall etc)?
Noting that Kraft-Heinz and Kellog's prices have risen by 25-30% over the past two years....you might scoff at this but I can tell you that cost increase inputs …
@fd1000
How much do you think the tea leaf reader meaning Wilson pulls down in salary annually? Where else can you be so wrong and get paid to keep doing it?
Meanwhile hussy (hussman). Continues to make very rational sense and notates overvaluation and very risky markets but continues to suffer drawdowns....some day, some day....he might actually make his shareholders money....
I like your sense of humor Hank...but in all seriousness, I kinda disagree with you when you say it is not a game...if this market isn't the world's largest casino, not sure what it is. The market is NOT a utility. It does not care that someone "n…
@hank
Question for you sir. In your opinion is shorting, long short more of a psychological approach to keep you invested? Very difficult to get right, timing and all, have to be right, hard to know when the central banks step in , psychology of …
Is it true that just under 100 million Americans of working age are not in the work force? How can that be with this great economy and 4% unemployment?
I'll answer for the class. Govt BLS stats are pure bullshit. Proceed at your own risk.
Class.
Just remember when many of us were in high school'ish in 1976 the population of the USA was ~ 220M, now "officially it is ~ 340M, and let's not BS ourselves with all the illegals etc it has to be more like ~380M. They have to live somewhere…
@dryflower...so what is the alternative...buying a SPY -like index with the top holding of AAPL...with a PE of 33, YOY top line down -2.5%, Profit$ down a little more than that, cash on hand now under 2% of total capital unlike recently when it was …
@dtconroe...your question reminds me of a convo I had with my comptroller several years ago...he asked me "what are you going to do when your CDs roll off and the interest rates are lower". I answered I'll make a decision then with the facts and my…
Total AUM for ETFs from 2016 to 2021 tripled from 3.4 to 10 Trillion, likely even more bigly now...that is how I am interpreting the comments made by Green on the podcast I listened to. Someone is investing a tons of money into these index ETFs..th…
podcast...also stated 90%+ of those under 45 years old who have a 401k account, auto invest into index funds... can that be true?? If so, that could drive markets higher, no?
As a side note, I thought this was relevant in today's world, Mr Green …
Adding on...so Target date mix between US and international stocks being approx 80/20 US and seeing how US is approximately half of all global stocks could be a large reason why US stocks have outperformed international and emerging stocks and very …
Go look at record amounts of revolving credit on credit cards...why so high in a great economy? Folks struggling to ends meet... I'm seeing huge and notable cost inputs from suppliers at work... really picked up the past several weeks. Getting …
Oh my gosh...too funny
Real wages under since the grifter has been in office have dropped every month, look at how few people are working as a total of population... tax receipts way down even though Biden raised corporate taxes ..so many working m…
@FD1000. Question for you sir
Would you say it's harder now and going forward as the market dynamics have changed. Meaning markets are driven more by flow, folks putting money in every month via 401k, company share buy backs, small investors usi…
Some follow on comments...
*Nice article in Barron's by Lewis B..I'm invested in PVCMX and have recently invested in MRFOX...also noted that MAFIX, managed funds are in the article...BLNDX similar to MAFIX who knows maybe there is some magic in blen…
In all seriousness and no disrespect to anyone including FD. Anytime I read about a fund Manager's proprietary system, I put it in the category of CEOs blaming a soft quarter on the weather or future growth from overseas markets.... meaning me take…
I'd add salt lake city, Miami, to list of booming cities. Can tell you Chicago is going downhill fast...out of control crime... wealthy leaving in droves... businesses moving out... these clowns have ruined a great city...
Really kind of bipolar markets data etc....first you hear of layoffs increasing then you get this jobs report... I'd hate to be a macro kind of investor right now...how could you trust your quote signals?
Do know that a ton of tech workers were let…
Our best and brightest, no? I almost think Krugman could have done a better job.
So what happens next?
Stock rally? Stock schmeissing?
Tbills interest rate sky high?
Muddle along?
Well.. I'll say this...I know someone who has lived in govt assisted housing in the chi area in a building that was owned by Mr Zell's company. He is was very grateful that the building was well maintained, had onsite attentive bldg manager, and h…
So you mean most don't want handouts to the sidewalk shitters, free riders, takers, lazy bums? C'mon I would think just about everyone would agree to ensure kids, disabled, down on their luck, elderly should get all the assistance they need but I'l…
What's next though...crash the market to gets the peoples to buy the tons of tbills that will be issued?
What crisis of the day will "they" manufacture to cause that?
How about acting like sane rational adults and negotiating a stop to the slaught…
Nvda gained more market cap in one hour than total market cap of AMD
Please don't tell me this stock market is anything but insane....and you're supposed to fund your retirement by quote investing end quote in it
@fred495...question if you are comfortable answering...how much of a change meaning your 100% Treasury MMKT and FDIC CD portfolio from your past portfolio...were you very heavy in those investments prior and if so what % of your portfolio?
FWIW...I…
From my perspective this is about the egregious spending by the Biden administration...his wacky progressive policies...frightening to think that one person, Manchin prevented the Grifter from spending another what $4 Trillion...to think we don't al…
The authors’ (Feldstein and Wrobel) research corroborated the theory that more progressive state tax structures cannot achieve redistribution of income in the long run. In states where high income individuals are taxed more heavily, migration increa…
Everytime the taxes for the "wealthy" have went up three things have happened. 1) Economy slows down 2) Both the wealthy and the poor are hurt with the poor being hurt more 3) tax receipts go down.
What the Bolsheviks want is exactly what you see …
Fine line between reality and make believe these days....
So.
All these bank issues remind me of what Marc Faber (the guy you don't see on the shill networks anymore because he speaks truth which don't agree with the political/social views of the …