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 two international equity funds had 14.0% and 17.6% allocated to Japanese stocks as of 12/31/2025.
The short-to-mid-term impact on foreign investors will be interesting to watch.
Inflation has not subsided contrary to what was promised early last year.
The current administration insists on a much lower fed funds rate.
This imprudent policy, if implemented, will only exacerbate inflation.
Higher real yields generated by MMKT …
"I mean can you ever remember ANY president where this feeling was fairly common?
I never really loathed any president or any elected official GOP or DEM like this imbecile."
I may have disliked some prior presidents or disagreed with their policie…
Ms. Benz's theme reminded me of a recent article she wrote regarding "satisficers" and "maximizers."
https://www.mutualfundobserver.com/discuss/discussion/comment/201729
From Heather Cox Richardson.
"Later tonight on Air Force One, Trump said that he had posted it himself.
When a reporter asked if he would apologize, he said, 'No, I didn’t make a mistake.'"
"While the post exhibited both the president’s vile racis…
Note that the second largest economy to the U.S. is China.
Why would one feel "safer" there than at home?
Might be like leaping out of the kettle into the fire.
The Chinese government has a history of capricious industry interference (e.g., tech, e…
Anyone care to share their international equity allocation?
I am looking at 60% to avoid heavy tech weighting and generally high valuations.
When I evaluated my portfolio at the beginning of the year,
international equities comprised 42.00% of th…
SpaceX will be excluded from the S&P 500 until it meets the Index Committee's profitability criteria.
SpaceX must report positive earnings in the most recent quarter
and the sum of its earnings in the prior four quarters must be positive.
Robert Reich published the following within the last hour.
Bold text was added by me.
"So it was late last night — which happened to be the fifth day of Black History Month —
when at exactly 11:44 pm Trump posted a video that included a depiction …
"Danoff will retire having done what active managers promise and rarely deliver:
he beat the market, over and over, without turning his fund into a reckless stunt
or a closet index fund. He built big positions carefully, scaled them as proof arrived…
From HCR's newsletter—bolded text added by me.
The Trump administration is working very hard to create a false narrative that elections were "rigged."
"Phil Stewart, Erin Banco, and Jonathan Landay of Reuters reported yesterday that a team
working…
"Anyone know whatever happened to all those high paying manufacturing jobs that were supposed
to be coming to America?"
A few days ago the WSJ reported that fewer Americans now work in manufacturing than at any time
since the pandemic ended.
https…
"Mr. Kennedy has a history of promoting ideas with little to no scientific evidence to back them up.
He has rejected established evidence that H.I.V. is the cause of AIDS, pushed the idea that Covid-19
was 'ethnically targeted' to spare Jews and Chi…
"So this is another case of ETTD: everything Trump touches dies."
This reminds me of a statement David Brooks once made on the PBS News Hour.
I'm paraphrasing—Donald Trump diminishes everyone who comes into close contact with him.
Bitcoin isn't v…
"Did bitcoin ever get that high?"
I couldn't find satisfactory data which showed the greatest cumulative returns for Bitcoin.
The all-time high for a single bitcoin appears to be within the $126.1K - $126.2K range.
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1637, “Tulipmania,” one of the first and strangest speculative bubbles,
hit its peak in the Netherlands, with the price of the rare Witte Croonen tulip bulb
up 2,506% in 33 days.
Commen…
@msf
Thanks for the corrected link and your comments.
I usually verify links (now fixed) but neglected to do so in this case.
I've previously noticed stale mutual fund prices on both Fidelity and Vanguard at times.
The author—Jeff DeMaso—indicates…
It seems unlikely that Donald J. Trump will be brought to justice.
However, those who have aided and abetted Trump's corruption and other illegal actions
are not cloaked in immunity.
Some of these perpetrators may face heightened scrutiny if Democra…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1994, just as investors were pouring billions of dollars into bonds,
the Federal Reserve raised short-term interest rates for the first time in five years, and without warning.
By year e…
@a2z, history will not look upon kindly. She talks and acts exactly like her husband.
Are you referring to his current wife, Lauren Sánchez Bezos, or to his ex-wife, MacKenzie Scott?
"just a few weeks ago, he was 'overtalking' questions on pbs on how he
and trump have put the center back on a profitable footing."
I watched the PBS News Hour segment with Richard Grenell.
His "performance", to put it kindly, was unimpressive.
I'v…
"I remember Tom Lee as one of the better writers at M*."
Tom Lee is a Wall Street strategist who co-founded Fundstrat Global Advisors.
You may be thinking of Sam Lee who was at Morningstar before founding Severian Asset Management.
https://svrn.co/
Regardless of box office attendance or critic's ratings for "Melania",
Jeff Bezos will reap great rewards for his $75 million "investment" in the film.
Mr. Bezos is nothing but a spineless billionaire scumbag devoid of scruples.
Robert Reich writes about Jeff Bezos’s financing of the film "Melania."
Surprisingly, the film wasn't nominated for an Academy Award in the Best Documentary Feature Film category.
"Bezos, one of the richest men in the world, owns Amazon and many o…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1869, in the first warning sign of the year’s coming market panic,
a New York newspaper reported an auditor found trustees of several city churches
had used millions in ecclesiastical tr…
Or Warsh is lying.
Perhaps, he has no intention of becoming dovish and just said what he needed to,
in order to get the job?
Seems rather unlikely, but would be quite clever.
The president would go absolutely ballistic!
Why not go straight to the source with your questions?
Prior reports on MFO indicate that CrossingBridge is very responsive to investor inquiries.
An email address for contacting the firm was posted on MFO but I don't currently have this information…
Re: vance - I'm curious about whether or not he has the allegiance of the other
knuckleheads in that nothing party or could there be some serious infighting?
Would like to see them all take each other out.
I don't think Vance—or anyone else—can main…
