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.
"To understand the story behind the administration’s Russia negotiations,
The Wall Street Journal spoke to dozens of officials, diplomats,
and former and current intelligence officers from the U.S., Russia and Europe,
and American lobbyists and inv…
"President Trump said he would pardon former Honduran President Juan Orlando Hernández,
who is serving a 45-year sentence for drug trafficking, just as Hondurans prepare to head to the polls
to elect a new president on Sunday.
Trump said on Truth So…
The "Trinity Revisted" sessions were recorded at Toronto's Church of the Holy Trinity in 2006.
The group's second album, "The Trinity Session," was also recorded there in 1987.
The Dufus will pardon his entire cabinet etc... saying Biden pardoned a bunch of people.
Congress really needs to rein in that power.
Convicted criminals need not be pardoned.
There were pardons granted in prior administrations that I disgreed with…
[snip]
Eric Jacobson did mention small-medium shops as good opportunities.
You previously stated: "Consider funds from small to medium-sized shops;
they often have more flexibility and can uncover opportunities larger firms can’t."
Mr. Jacobson nev…
[snip]
If your goal is to earn more with lower volatility, which is where I am since retirement,
then a few principles stand out:
Consider funds from small to medium-sized shops; they often have more flexibility
and can uncover opportunities larger…
@yogibearbull,
Thanks for the additional info regarding Jeffrey Gundlach.
Mr. Jacobson mentioned that several bond managers attempted to get him fired over the years.
I imagine Gundlach was one of them.
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1990, the Shanghai Securities Exchange was re-established in China,
41 years after it was closed by the new Communist regime.
Ben Carlson included the following table in a blog post.
"There are companies that can stay in the top 10 for a very long time.
IBM was in there until 1990.
They were at the top of the heap all the way back in the 1960s.
Exxon was in the top 10 f…
"For roughly 40 years, PRIMECAP was paid a simple, asset-based fee: a set percentage of each fund’s assets, billed quarterly. In the six months ending in March 2025—the most recent data available—
Vanguard paid PRIMECAP Management nearly $113 millio…
Dividends and capital gains are automatically reinvested for most of my mutual funds and ETFs.
Distributions for one mutual fund and an individual stock (only individual stock owned)
are directed to a MMF since my goal is to decrease their allocatio…
And just where the hell are all of the rest of the Democratic Representatives and Senators on this?
They should be out there making loud supporting statements signed by every damned one of them,
and massively telling Hegseth where to put it.
And the…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1835, Andrew Carnegie was born in Scotland.
Carnegie came to the U.S. when he was 13 and went on to forge the steel industry
that made America’s railroads, bridges and cars possible.
By …
This was recently noted in the thread:
A real bank also makes it easier to wire in/out vs. the convoluted nonsense at Fidelity.
While Fidelity doesn't have a 'traditional bank' attached to its organization;
we prefer to maintain our local CU for tr…
"Secretary Hegseth’s tweet is the first I heard of this.
I also saw the President’s posts saying I should be arrested, hanged, and put to death."
"If this is meant to intimidate me and other members of Congress from doing our jobs
and holding this …
Pentagon Probing Kelly
Talk about mixed feelings. I would not have done what Kelly & team did.
It is fractious and serves no good purpose other than elevate the temperature.
U.S. soldier know the law. But, I respect Kelly and his colleagues gr…
I do not use brokerage accounts to pay any bills.
Money is transferred from the broker to my credit union where Bill Pay is configured.
Using separate institutions for investing and paying bills has long been my preference.
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1998, America Online acquired once-dominant internet browser Netscape Communications
for roughly $4.2 billion.
Charlie Bilello and Peter Mallouk from Creative Planning discuss the divergence
between consumer sentiment and market performance.
https://www.youtube.com/watch?v=BkjeXuSf6D4
What to Know About Rep. Marjorie Taylor Greene’s Resignation and Falling Out With Trump
https://www.pbs.org/newshour/show/what-to-know-about-rep-marjorie-taylor-greenes-resignation-and-falling-out-with-trump
I'm pleased to report recent polling data for Donald J. Trump.
"I HAVE JUST GOTTEN THE HIGHEST POLL NUMBERS OF MY 'POLITICAL CAREER.'
While my great work on the Economy has not yet been fully appreciated, it will be!
Things are really Rockin’."
htt…
I'm pleased to report additional good news for the week.
@FD1000, is Marjorie Taylor Greene your representative?
"Saying she refused to be a 'battered wife,' U.S. Representative Marjorie Taylor Greene
announced on Friday she was resigning from the …
Never heard of them before. Thanks. @Observant1
Deep Sea Diver is a band based in Seattle.
If you would like to explore more of their music, Deep Sea Diver recorded several live sessions on KEXP.
"Remember, the more Trump feels like he is losing control the more out of control he gets."
— Leigh Ann Caldwell
https://www.pbs.org/weta/washingtonweek/video/2025/11/washington-week-with-the-atlantic-full-episode-112125
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1985, the S&P 500 closed above 200 for the first time, finishing the day at 201.41.
It had taken the index more than 17 years to double.
I did not find "authoritative" information via the DFA website or elsewhere.
PDFs from two financial services firms did include the following statement.
"Unlike traditional fund managers where advisers can place business immediately,
advisers must …
"JAGs typically play an integral role in defining the legal parameters of any military operation,
and often their collective advice would be the primary guiding principle as political leaders
decide whether to take such action, according to the curr…
Do Dimension advisors have to pay for the privilege?
Dimensional previously required advisors to undergo specific training before they could offer Dimensional funds.
I don't know if this is still the case or if there are any additional "pay-to-play"…
