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.
Around 830 ET this morning he tweeted out a plea to BUY.
Around 4 hours later, he announces the 90-day pause and indices shoot-the-moon.
In Trumplandia, market manipulation isn't a crime, it's just standard business practice.
"In the minutes before …
Who knows?
The circumstances, reasons, and results are different each and every time.
This punk was definitely not lucky!
https://www.youtube.com/watch?v=V7Nci-GVuHE
Posted the following in another thread.
Businesses and investors remain bewildered after the 90-day pause on tariffs.
Clarity is needed to reduce massive uncertainty.
"White House press secretary Karoline Leavitt tried to characterize the sudden c…
Thanks for the link.
The hypocrisy of MAGA content creators is astounding!
"Justin Amash, a Republican former congressman, said on X that the about-face showed how
some Republicans’ political beliefs had morphed under Trump to a view they once stau…
Businesses and investors remain bewildered after the 90-day pause on tariffs.
Clarity is needed to reduce massive uncertainty.
"White House press secretary Karoline Leavitt tried to characterize the sudden change in policy as part of a grand negot…
Well, he only tallied one notable accomplishment in his 1st term, reducing taxes for the wealthy.
I hope Donald J. Trump is unable to get the Tax Cuts and Jobs Act (TCJA) extended
although Congressional Republicans' servile devotion to him suggests…
A short while ago, Trump announced a 90-day pause on reciprocal tariffs for 75 countries.
Across-the-board 10% tariffs will remain in effect for these countries.
However, Chinese tariffs were increased: "Based on the lack of respect that China has s…
@Charles,
Torsten Sløk does a good job explaining the Basis Trade and its risks.
I wasn't aware that hedge funds' bets may be leveraged up to 100 times! (☉_☉)
We naively assumed that admitting China into the WTO would increase democracy in that country.
This did not come to fruition.
China has often flouted WTO rules to their advantage.
The country promoted its exports but largely closed its own market to…
I haven't investigated JR's claim for buying on dips.
Perhaps you are referring to the following MW article published on March 7, 2025?
Warren Pies of 3Fourteen Research calculated that the “golden era of dip buying”
occurred from the end of the 2…
Mark, thanks for the historical perspective.
I figured out NTIP meant No Text In Post after executing a second search query.
I was also curious about the other meanings hence my post above.
This sometimes happens when I have too much time on my hand…
"Market participants said the declines in the $29tn Treasury market on Monday reflected several factors, including hedge funds cutting down on leverage — or borrowing used to magnify trades —
and a broader dash for cash as investors sheltered from …
I didn't buy or sell anything today.
Multiple posters on another forum purchased Pimco Dynamic Income (PDI) today.
This CEF has sold at an average premium of 12.85% over the past year.
According to M*, the fund's premium is currently only 5.97%.
The…
I have to admit that I'm not familiar with the NTIP acronym.
There are a several different meanings associated with NTIP:
Naval Treaty Implementation Program
New Teacher Induction Program
Northern Tier Interoperability Project
National Tuberculosis…
I generally agree with your assessment.
But I think we may soon reach a tipping point where Republican politicians, important business leaders,
and some Trump supporters will increasingly voice dissatisfaction with certain administration policies.
I researched the results of President Nixon's meddling with the Federal Reserve
in light of President Trump's recent comments urging Jerome Powell to:
"CUT INTEREST RATES, JEROME, AND STOP PLAYING POLITICS!”
Some here may be interested in the findi…
It seems likely that China will benefit from the ensuing tumult if Trump's tariff "plan" is not modified significantly.
I abhor this outcome which would strengthen our primary foe.
Renowned hedge fund manager Bill Ackman has been a prominent supporter of Donald Trump.
On Sunday, Mr. Ackman recommended a 90-day pause on the implementation of tariffs.
https://x.com/BillAckman/status/1908992002366292286
https://x.com/BillAckman…
Treasury Secretary Bessent is full of insights.
"During an interview with NBC News’ 'Meet the Press,' Bessent called it a 'false narrative' that Americans
who are close to retiring may be reticent to do so after their retirement savings may have dr…
From James Mackintosh, Senior Markets Columnist of The Wall Street Journal, earlier today.
"The big question for traders going into Monday: How much worse can it get?
The selloff has already been one for the record books."
The 'Trump Thump' will g…
I think minor inconsistencies in FD1000's posts were probably just innocent errors.
After all, why would a rational person seek to impress a bunch of strangers on the internet?
Attempts to do so would be utterly absurd!
@FD1000,
Congratulations for venturing beyond the confines of the right-wing media bubble!
Unlike Fox News, USAFacts is a good source for fair, unbiased information.
The following details from the linked article may help readers
better understand i…
Barron's published a good article about tariffs this week.
"The scope, speed and magnitude of the Trump administration’s tariff blitz left investors with a lot of questions.
But one point came through crystal clear: The post–World War II global wor…
There was a sea of people attending the rally in Seattle.
Good mix of younger and older folks.
I'm pleased to learn that many of the nationwide Hands Off rallies were well-attended.
What are the next steps we can take?
"Powell also emphasized that the full impact of the tariffs on the economy aren’t yet clear,
and the Fed will likely stay on the sidelines until it has more clarity about the economy."
“'Our obligation is to ... make certain that a one-time increas…
Markets are down considerably for the second consecutive day after Liberation Day.
As of the current time, the S&P 500 and Nasdaq have fallen ~3.5%.
Thank you sir, may I have another?
https://www.youtube.com/watch?v=Jyz8PTWReWo
Yes, Trump placed tariffs on uninhabited group of islands occupied mainly by penguins
https://www.snopes.com/fact-check/trump-tariffs-heard-and-mcdonald-islands-penguins/
Heard Island / McDonald Islands penguins are fiercely independent and largely insusceptible to subjugation.
These truths aggravated the Trump administration considerably.
After careful deliberation, Trump's team of economic experts concluded that im…
I still find it difficult to comprehend why a guy like this is the leader of the (formerly) free world.
"The stock is going to boom. The country is going to boom."
What an absolute imbecile!
But he may be right that "We’ve never seen anything like…
As usual, Matt Levine does an excellent job explaining the particular details of the situation.
I was not aware of the "nondelegation doctrine."
I posted this in a thread which was subsequently closed - hopefully it wasn't because of something I sa…
