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.
@msf,
I previously saved the Christine Benz article from May 2019 locally on my computer (M* link now broken).
Benz used the BBgBarc US Treasury 5-10 Year Index (MidT) to represent intermediate-term Treasuries.
The BBgBarc US Treasury 20+ Year Inde…
"My reference to “longer better” was only when the house is burning down (2008)."
@hank,
Understood. I wasn't challenging your statement.
My comments concerned diversification in general.
Unfortunately, I didn't make this very clear.
A 23.26% gain …
"If things get bad enough the very highest quality bonds will shine - and the longer the duration the better.
That was the case in ‘07-‘09 when the house nearly burned down (financially speaking)."
Medium-term and long-term Treasuries have historic…
Regarding DODBX, a new committee took over management of the fund in May 2022.
The team made changes to reduce volatility and increase diversification.
More international stocks were added as were short-term TIPS (new to the portfolio).
The team als…
From Morningstar's 2025 Diversification Landscape report (link in preceding article).
I haven't read the entire 50+ page report.
Key Takeaways:
• The plain-vanilla version of a 60/40 portfolio (made up of US stocks and US investment-grade bonds…
"There is no accountability for the POTUS nor for those closely associated."
This really irks me!
Trump & company have no respect for the rule of law
and they're not too fond of the U.S. Constitution either.
Unsure???
"President Donald Trump …
Thirty-two percent of professional investors in Barron's Big Money poll are bearish while twenty-six percent are bullish. These are the largest and smallest percentages, respectively, since 1997. Optimists believe the S&P 500, Nasdaq, and the DJ…
I've been aware of Warren as Berkshire CEO my whole adult life.
Like all of us. So extraordinary.
I think I admire him most for his continued modesty.
He's very plain-spoken and there are no airs about him.
I admire that as well.
Thanks, @catch22.
The video is hilarious but the stark reality of the Trump administration is so sad!
"The Shriners wouldn't let these folks drive the 'clown' cars."
I agree. :-)
The Week in Charts (05/03/25)
The most important charts and themes in markets and investing, including:
00:00 Intro
00:20 Topics
01:21 It's All About Earnings Again
04:58 The Tariff Division
11:46 A Technical Recession?
15:26 Positive Jobs Report W…
Yes, it's amazing how many lives have been saved!
What's also amazing is that DOGE saved $150B by cutting government "waste, fraud, and abuse!"
So it's not surprising Trump states this is "the most successful first 100 days of any administration
in…
Disappointed but not surprised by T's rhetoric.
Nothing good can come from this.
What a surprise?
The SP500 went up nicely since the date you posted the above.
This thread was started because Trump threatened to fire Powell.
It would be idiotic to …
I tried switching from my iPhone to a Google Pixel a few years back.
I lasted one day. Returned the Pixel and sped to the Apple Store begging them for a new iPhone ... and to be let back in the family. Damn the cost. Slave for life.
The iOS vs And…
This thread has veered off track.
I'd suggest that those who wish to discuss/debate T/A use the following thread.
https://www.mutualfundobserver.com/discuss/discussion/63742/timely-t-a-for-stock-investors#latest
"And when you buy an ETF, there's always the question of whether you should buy it now, no wait, now, no, NOW. Limit orders can help with that but then what's the 'correct' price to choose?"
I never place ETf buy orders during the first or last 30 …
Today Vietnam marked the 50th anniversary of the fall of Saigon and the unification of the country.
PBS News Hour aired a segment regarding the two countries relationship after the war in tonight's broadcast.
https://www.pbs.org/newshour/show/a-…
A humorous look at Trump's first 100 days and a recent ABC interview.
Check the ABC reporter's reaction when Trump is asked about the Declaration of Independence.
Some of this s*** is so insane, you sometimes just have to laugh!
https://www.youtube…
No it does not.
Electronic devices, wi-fi, and network ports were intentially removed.
Furthermore, extensive electromagnetic shielding was installed to guard
against incoming or outgoing emissions of electromagnetic frequencies.
If good ole Pete ne…
Executive Branch plans include a secret room designated exclusively for Pete Hegseth.
After imbibing with great gusto, good ole Pete will have a safe space to sleep it off.
I've purchased I-Bonds very late in the month and received the full interest payment for that month.
If I-Bonds are sold very early in the month, bond holders would still receive the full month's interest payment?
I watched approximately the first minute of the video but had to stop after Trump made this comment.
"This week we're celebrating the most successful 100 days of any administration in American history."
I wonder:
a) does Trump believe his own BS?
b…
No surprise from someone who never takes responsibility for bad outcomes arising from his own actions!
He truly doesn't know the meaning of "The buck stops here."
I read a Reuter's story many hours ago which stated that Amazon's small Haul division
considered displaying tariff charges but this was never approved.
"The company said its smaller Haul division, which competes for low-cost buyers with Temu and Sh…
"Through April 28, the S&P 500 was down 7.8% since Trump’s inauguration.
April 29 will be the 100th day of Trump’s presidency.
The last time the stock market performed this poorly was under Nixon in 1973
when the S&P 500 tumbled nearly 10% i…
I'll often read long-term forecasts and the corresponding rationale provided by various forecasters.
This helps me set reasonable expectations for future returns.
I don't use this information for making trading decisions or to upend my portfolio.
I'…
To answer the question in the title - merchants should be allowed to display tariff costs if they wish.
The WH shouldn't interfere with this decision.
Of course, the WH has a distinct preference for consumers to be ignorant of tariff's true costs.
“'Stories we pursued for 57 years are often controversial — lately the Israel-Gaza war and the Trump administration,' Pelley, 67, told viewers. 'Bill made sure they were accurate and fair. He was tough that way, but our parent company, Paramount, is…
Breaking down Trump's first 100 days in office
https://www.pbs.org/newshour/show/breaking-down-the-first-100-days-of-trumps-2nd-term-and-the-effects-of-his-agenda
"We’re gonna win so much, you may even get tired of winning, and you’ll say, “Please,…
David Blanchett researched how average spending evolves during retirement.
He discovered that spending tends to decline in today's dollars
for younger retirees especially those entering their 70s.
At around age 90 to 95 spending can increase sharply…
