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.
My plan to calmly reply calmly, requesting documentation that the recipient received this pension before providing them permissions or anything else. only 1099s , 1040s, and official financial statements from the source will be acceptable for the …
It would be painful If China shut down REE trade completely. OTOH, their monopoly on production means they have to export enough to make it financially infeasible to motivate production/recycling in other countries. As it is, I think the cat is out …
Those concerned about DOGE may want to look into whats happening to the Critical Materials Innovation Hub at Ames National Laboratory, which is also sponsoring research at Oak Ridge National Laboratory that was licensed by the Caldera Mine project i…
...
Having said that, US government need to face the question on rebuilding the entire infrastructure from sourcing (raw materials) to manufacturing (finished products) of strategically critical materials domestically. ...
Do you mean "infrastr…
WABAC,
the request is for any\all pensions, but correct, am unable to send proof of non-existent pension.
(thanks a lot, philosophy!)
A few other thoughts: Maybe AARP? https://states.aarp.org/alabama/
There might be other local/state agencies or NG…
I think @Anna made a good point about contacting the local congresscritter. Of course it would depend on what sort of constituent service operation they have. If they can't help, you can always try the senators.
The whole thing seems hinky to me. W…
China today is facing deflation pressure as they tried to increase local consumption on goods that are aimed for export. It is not working well at all since the local demand is way too small. Remember their middle class consumers is nowhere the siz…
It would be painful If China shut down REE trade completely. OTOH, their monopoly on production means they have to export enough to make it financially infeasible to motivate production/recycling in other countries. As it is, I think the cat is out …
HI WABC
I’m sorry you found this thread a waste of your time.
Hi hnk,
I never said it was a waste of time. Never hurts to elucidate the tactics of grifters. And I enjoyed the various responses enough to be motivated to post my own reaction.
…
It's a sector I'm always in, at least in my taxable account. I expect that some part of the IRA will include some, some day.
Whether you're in larger, or smaller, caps, I think there are better options than cap-weighting everything hanging on to a …
On the internet it's not hard to find people that challenge "commonly held notions about money." Mainly their goal is to separate yours from you. One of their old tricks is to make you self conscious about your social status. They aren't much differ…
Geez. I'm going to have to go back and read about wildcat banking in the 19th century, because this scheme sure rings a bell.
I couldn't tell from the link what happens to FDIC insured accounts. Due to my ignorance I can only take a WAG that this w…
I kind of wonder what is in the water supply in Atlanta after reading coverage of the latest Beige Book from the Fed. Dinky linky.
According to the report, nine of the 12 Fed districts reported contraction in economic activity or no change in growth…
@Sven- Are you also suggesting that we should "gut" (eliminate) environmental regulations? Somehow that doesn't sound like you.
Gut may be shorthand for simoleans, among other things, like political will.
There are projects at, or close, to commer…
In the IRA: Bought BBBMX and CBLDX to make up 6% each of the portfolio. BUBIX and PRWCX add another 12%. I have about 6% between BIAVX and DGRW, which are both underwater since I bought them in November.
TACO is a fun meme, but I'm not yet willing …
Do we need rare-earth materials for regular auto (gasoline based)?
Maybe not for a Model T, but according to an industry statement quoted by Reuters:
"Without reliable access to these elements and magnets, automotive suppliers will be unable to prod…
@Sven there is one US processor currently in business: https://mpmaterials.com/ and https://www.morningstar.com/stocks/xnys/mp/quote
Actually, it's the only operating miner and processor in the Western Hemisphere according to the M* link. However, …
Reading up on this again, I am reminded that China controls the market almost entirely due to state subsidies to the production of rare earth metals rather than control of the raw sources of those elements.
The more they hold back, the more economi…
Haven't seen this translate into positive action for ET funds like TINT, GMET, or DMAT. There may be others that I am not aware of. Maybe now is the time to put a little down on them.
The funds under discussion spent about five minutes on my watch list. They don't seem to do a whole lot better than the Invesco revenue-weighted funds RWK, RWJ, and RWL.
They have a mid cap earnings index, but I can't seem to find a listed et fund that uses it.
https://www.wisdomtree.com/investments/index/wtmei
It's EZM. EES tracks the small caps. I'll be adding them to my watch list.
Not a single copy of After Yorktown in the public libraries of Maricopa County. I guess I'll have to buy one. :)
Have to agree that PRBLX lost its way. It used to be a steady low volatility fund. Sad to see Amazon in the top five holdings.
Nice!
Brings to mind time in the market vs. timing the market.
https://testfol.io/?s=dgfVTheVmuy
I think I had to search the seat cushions to come up with the minimum. In those days it was still possible to enjoy the Bohemian life in old San Franci…
Pure gold....
"Markets trembled, then rebounded,
Stock picks swirled, confusion sounded.
No playbook clear, no path defined—
Just chaos carved from one man’s mind.
In suits and slogans, rules were bent,
With Fox & Friends as Parliament...."
An…
The nice thing about DIVO is that they aren't even required to use covered calls unless they see an advantage. That seems to me to be a more practical idea for an actively managed fund. Of course it does require the managers to be adept enough to id…
@WABAC. Sometime will have to post all the bullish momentum indicators that triggered beginning on April 9. A plethora of them. More than in August 1982 and March 2009. So far so good.
I would be interested in seeing them. I'm interested in th…
If the markets start tuning out these Tariff announcements, maybe we suffer over the next year or so and narrowly avoid a recession. The dollar has to stabilize. Our credibility has taken a hit this year. And the Fed must remain independent, or …
Piketty, Capital in the Twenty-First Century. Jan 1, 2014.
https://www.amazon.com/Capital-Twenty-Century-Thomas-Piketty/dp/067443000XLooks like an interesting read. Thanks for the link, though I won't be buying it from Amazon.
A decade ago, the wo…
Piketty, Capital in the Twenty-First Century. Jan 1, 2014.
https://www.amazon.com/Capital-Twenty-Century-Thomas-Piketty/dp/067443000X
Looks like an interesting read. Thanks for the link, though I won't be buying it from Amazon.
@JPtak (MFO) is Morningstar Managing Director of Research. He posts at Morningstar (see link below), LinkedIn, X/Twitter, Substack, etc.
https://www.morningstar.com/people/jeffrey-ptak
And, from time to time, posts here.
Thanks for the link. Interesting read.
I always wonder why these looks in the rear-view mirror always end at some year. Why not go all the way back to where ever the data begins?
I don't subscribe. Was there ever a follow up post on whys?
Also, …
