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.
It's quite evident the" bull " had a sex change operation !
Might be one of California's Happy Cows.
But it looks like a steer to me. Or maybe a Ken Bull.
Water is the lifeblood for the western half of US. TSMC is following Intel who has built a plant in Phoenix many years ago. Clearly the management picked the location due to the largest $ and land granted by Arizona. Will see how this will plays o…
As for water:
Irrigated agriculture is the largest user of water in Arizona, consuming about 74 percent of the available water supply.
In Maricopa county agriculture uses 61.7% of the water.
What is the county getting out of that use of water?
Mar…
...
One aspect of the CHIP Act is to bring manufacturing capabilities and capacities back to US. TSMC is on track to build a manufacturing plant in Phoenix, Az and another one in Germany. This will take several years to complete but it will stabil…
@yogibearbull,
What is Barron's cover history for a signal?
I thought the following from WSJ talking about bullish sentiment is comical for the picture they chose to use -
https://www.wsj.com/livecoverage/stock-market-today-dow-jones-06-09-2023/…
Kind of a guess here based on past experience, but, trade on the West Coast generally involves traffic to LA/LB first because it is a day closer to the rest of the US. Trade from SEATAC last because it is a day closer to Asia. Seems to me like the I…
S&P enters bull as investors flee. That's my headline. I ran across this piece from Reuters on my Fido feed. Excerpts follow:
U.S. equity funds had their biggest weekly outflow in 10 weeks in the seven days to June 7 as investors, worried about…
If people are only investing in a 500 stock cap-weighted world it might be hard to get at those other companies doing well.
My wife is the only one of us with a 500 index fund, which is in her taxable portfolio. Over the past 12 months it has been …
@FD1000,
You began a 90 day "sabbatical" from the BIG BANG! Investors forum less than 12 hours ago.
I'm shocked (shocked!) since I thought you would temporarily refrain from posting while on sabbatical.
Then again, you must heed the urgent need to …
Just this week I've seen several thumbsuckers on the return of small caps. Last year it was value. Then it's AI and semi-conductors. Or not.
I bought SPGP this week to keep an oar in on large caps.
Also put a few kopeks in FMIMX, RWJ and SYLD. Pr…
My Latin is nonexistent- thank goodness for DuckDuckGo.
All kinds of fun ain't it?
Almost everything sounds better in Latin.
And I use duckduckgo for most searches now.
@Old_Joe Sorry, I guess I didn't explain. This was an assisted living facility as in a place where elderly middle-class people pay for small apartments and assistance with meals and daily living, if needed. I wasn't speaking of assistance to the nee…
I see style boxes for some,
VFINX https://www.morningstar.com/funds/xnas/vfinx/portfolio
SPY https://www.morningstar.com/etfs/arcx/spy/portfolio
FMSDX https://www.morningstar.com/funds/xnas/fmsdx/portfolio
BTW, M* supercomputers work 24+ hours a…
There is now an etf for the anti-esg. It's called ORFN.
It opened in May 2022, and closure/liquidation was announced last Friday due to "inability to attract sufficient investment assets."
Thank you @AndyJ. If people are looking for stocks that w…
As I understand this story, they don't even have to declare bankruptcy like SVB. Instead, shareholders realize a special dividend.
Sweet.
No doubt there are sound legal principles at work.
Hi @catch22. This discussion started with the insurance impact of changing weather patterns
Water politics in the West, and Arizona, deserve a thread of their own for anyone considering investing in water, alternative energy, buying property in the…
We've seen the numbers from Rhodium. And we think about them. But they don't currently impact insurance rates like wild fires, floods, earthquakes, mud slides, or coastal erosion.
As far as humidity goes, Arizona has been keeping its monsoon season…
LOL. Wouldn't take much to get me out of FFRHX. No tax losses to realize in the IRA.
Feels like last week was the first time it was in the black since I purchased on 12/7/2018.
Taking trips back to St. Louis, and seeing all of the brick buildings, has always been a jolt after so many years in California. Nothing to take me back there anymore.
Wild fire tends to show up more often in California.
Both states share flooding…
@Sven. I have learned that I don't have the appetite to trade individual securities. So I haven't looked into buying from the Treasury.
USFR and TFLO are the two etf's I know of that only deal in floating rate T-Bills. They both charge the same. Th…
USFR, floating rate treasury bills. Lots of it. Lots of VMFXX.
I don't usually care for bonds, but, as Devesh Shah paraphrases Buffet in his June commentary:
When asked why he doesn’t hold longer-duration bonds, he replied that he is not good at pr…
I had one CD that matured at the end of last month. I have a couple more short-term CD'sthat will mature between now and January. And there's a T-Bill in there somewhere.
I'm glad I did it. But I decided on VMFXX for the taxable cash, and USFR for …
And the beat goes on . . .
The U.S. economy continued to crank out jobs in May, with nonfarm payrolls surging more than expected despite multiple headwinds, the Labor Department reported Friday.
Payrolls in the public and private sector increased b…
And the beat goes on . . .
The U.S. economy continued to crank out jobs in May, with nonfarm payrolls surging more than expected despite multiple headwinds, the Labor Department reported Friday.
Payrolls in the public and private sector increased b…
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?
Everybody goes back to watching inflation indicators and the Fe…
OK, the House passed the debt limit deal. Now it's up to the Senate. They have until June 5th, supposedly.
I expect the drama is done, now?
More opportunities for obstruction in the Senate.
crap. You mean cloture? 60-vote majority to even …
OK, the House passed the debt limit deal. Now it's up to the Senate. They have until June 5th, supposedly.
I expect the drama is done, now?
More opportunities for obstruction in the Senate.
Try duck duck go just to see what the alternatives are.
But yeah, it's getting harder to get meaningful search results.
Just my opinion., but don't be logged into anything when you do search.
Gee David, you and all the other guys beating off on politics doesn't have much to do with investing.
It's not my forum. I'm not responsible for moderating the standards. But I can ask.
I grew up in Texas, got 2 graduate degrees in special education and psychology from very "liberal" universities, worked in the mental health field both as a direct service worker and later as an administrator seeking funding, and experienced the pol…
