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.
NVDA had 8 of the top 10 market cap losses in one day.
NVDA also had 5 of the top 10 market cap gains in one day.
Skip to the 4:37 mark for NVDA info/chart.
https://www.youtube.com/watch?v=e0DR2TnvIIk
The Week in Charts (01/31/25)
The most important charts and themes in markets and investing, including:
00:00 Intro
00:48 Topics
01:57 A One-Day Panic Over DeepSeek
08:32 Microsoft/Meta/Tesla/Apple Earnings
16:25 Slower Growth, but the Expansion Co…
@stillers
Thank you for the link to Captain Steve's video.
His expertise is very beneficial for analyzing the audio communication and providing proper context.
What a terrible tragedy!
This POS might stick his name on that "facility" and then start charging the illegal immigrants $600 per night for the Dump special - you get a cot, a signed MAGA bible and a slug of his crappy crypto coins.
Don't put it past him to monetize this.…
Yes, these deportation flights have been ongoing for several years.
Deportation flight issues are usually handled by low level personnel
but Trump needed to thump his chest and decided to create a kerfuffle.
Also, the Biden administration was actual…
When I previously checked daily security prices/changes in M*,
some securities were priced correctly while others were not.
Quotes were stale for several days on a few occasions.
I no longer trust M* to accurately provide this data and neither shou…
The chronic shortage of examiners and government-wide hiring freeze is very concerning.
The Trump administration's laissez-faire attitude towards crypto is also troubling.
Trump's meme coin launch was a very opportunistic way to capitalize on his of…
From Heather Cox Richardson's Letters from an American:
"Will Freeman of the Council on Foreign Relations, a think tank specializing in U.S. foreign policy, posted: 'I can’t think of many *worse* strategic blunders for the U.S., as it competes w/ C…
The S&P 500 may experience a bear market or it may gain more than 25% for the third consecutive year.
No one, including Howard Marks or Tom Bowley, knows the actual outcome.
Bowley appears to be a short-term momentum trader.
How is Bowley's com…
Heather Cox Richardson - Letters From an American, January 25, 2025
NUTS
"German fascists under leader Adolf Hitler had taken that ideology to its logical end,
insisting that an elite few must lead, taking a nation forward by directing the actions …
Wells Fargo has a long history of violating laws and financially harming consumers.
I refuse to even consider conducting business with such a firm.
Link
The Week in Charts (01/24/25)
The most important charts and themes in markets and investing, including:
00:00 Intro
00:57 Topics
01:48 More All-Time Highs
05:41 The Biggest Headwind for Stocks
10:04 Fewer Economists Expecting Recession
11:41 The Hi…
"Please keep politics out and focus on economic and investing implications (both short term and long term)."
It will be exceeding difficult to exclude politics from this discussion.
I suggest you move this thread to Off-Topic.
I've long used M* X-Ray via my public library.
X-Ray was removed when M* revised their library platform and Instant X-Ray also disappeared online.
Thanks for the link @mskursh!
Tech titans are bending the knee for Trump.
Wealthy individuals and corporations have "contributed"
obscene amounts of money towards his inaugural events.
"President-elect Trump’s inaugural committee has smashed fundraising records, racking up more…
The medalist ratings are supposed to be qualitative while star ratings are quantitative.
Disregard all medalist ratings which were not produced by actual analysts (i.e., AI generated).
These ratings are currently worthless.
The quality of an analys…
The Vanguard Flagship benefits which I found beneficial were the TF fund fee waivers
and easy access to the Admiral share class of actively managed funds.
However, Vanguard's "clunky" website and numerous customer service issues negated these benefi…
There have been six bankruptcies for Trump's companies.
A number of Trump's business projects failed or didn't live up
to his lofty projections without resulting in bankruptcies.
https://www.snopes.com/news/2016/08/01/donald-trumps-bankruptcies/
Heather Cox Richardson from Letters from an American:
"Meanwhile, last night, while the leaders in the cryptocurrency industry were at a ball in honor of President-elect Trump’s inauguration, Trump launched his own cryptocurrency. By morning he app…
Trump has always taken advantage of any opportunity to enrich himself.
I can't wait to see the numerous ways his leadership will enrich our nation! :-(
"I don’t own PRWCX, but am always interested in what the guru is doing"
This week's Wealthtrack episode features David Giroux.
https://wealthtrack.com/great-investor-perspective/
The Year in Charts (01/17/25)
The most important charts and themes in markets and investing, including:
00:00 Intro
00:29 Topics
01:58 The Straw That Broke the Fed's Back
15:38 Where the New Jobs Are
22:10 Living in the Outlier
34:23 What Will the …
@Observant1, which portfolio manager at BISAX used to work for David Samra at ARTKX?
Hi Mona,
I was referring to ARDBX portfolio managers but should have been clearer.
My post was updated to improve clarity.
[snip]
what are the advantages of converting OEFs to their ETFs? Tax? Lower expense ratio?
Can Vanguard do the conversion by themselves online or this can only be done with Vanguard agents?
Thank you
Daniel Wiener or Jeffrey DeMaso from the In…
FWIW, our choice in that Cat is BISAX, available NTF at VG.
It's arguably Best in (That) Class since its inception on 01/31/12.
Growth of $10K since ARDBX inception** on 05/16/22:
BISAX: $12,361
ARDBX: $10,609
** = See also (albeit very dated…
Hi Derf,
ARDBX has an inception date of 05/16/2022 so it does not yet have a 3 year history.
2023 performance - top 8% return in Foreign Small/Mid Blend category
2024 performance - top 11% return in Foreign Small/Mid Blend category
https://www.mor…
Michael Cembalest covers many topics which may affect market performance in 2025.
The historical context Michael provides was appreciated.
His presentation was very thought-provoking.
I've read Eye on the Market previously but somehow forgot about …
