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 plan to calmly reply calmly, requesting documentation that the recipient received this pension before providing them permissions or anything else. only 1099s , 1040s, and official financial statements from the source will be acceptable for the …
plus, he disliked musk long before that was cool.
sadly that, plus remaining a whipped value investor, is among the few things we have in common.
https://www.businessinsider.com/elon-musk-attacks-greenlight-capital-david-einhorn-on-twitter-2019-11…
The letter itself seems real, and the response is requested to a verified location :
Social Security Office, 1200 Reverend Abraham Woods Jr Blvd N, Birmingham, Alabama, 35285 United States
this is the only reason i fear a risk to completely ignore, …
keep in mind the R2000 may be representative of companies of that mkt size, but not reprentative of how one should invest. more so than most american indices, it has a high % of current and historically unprofitable companies.
probably the best e…
because cathie wood has made 1000X more money filching her investors rather than putting her own capital into her own investment vehicles. sound familiar? rich people always have their fans.
despite january polls showing the gop expected inflation under trump to be 0%, there is a reason that (obviously retrospective) reports of inflation and recession (partly self-correcting) are disingenuous.
because the economic commitment was to bri…
sven is correct, but only a small % of scale issues have non-ready solutions that require regulatory knowledge+cooperation.
but...in an anti-stem culture of grift, even the easy paths are ignored.
here is a solid example, around for a while :
htt…
trump is the bigliest injunctionee ever...what's a few more for crypto crimes when backed by scotus?
HAWLEY: Let's see the Trump chart. You don't think it's a little bit anomalous that Trump has so many more nationwide injunctions against him?
KA…
interpretation :
someone has attempted to circumvent the normalization of potus grift.
step 1. provide 6-7 figure donation to attend dinner and\or 'consultative' WH event.
step 2. attempt to get last word in on your scam, relative to dozens of oth…
w/so much $ and complexity involved, bloomberg made an impressive interactive chart.
'see!' MAGA cries, this 10^n D chess , with n>2.
trump's genius is that he can ignore details and boil it down during private 1-on-1 negotiations :
A. did they…
as hoped for, munis so far seem to narrowly escape trump's favors\grift\chaos radar...
"...the potential demise of tax exemption under the Trump administration had helped crimp relative performance. That risk has seemingly gone by the wayside afte…
Grantham had a fairly insightful comment for his critics...
In the major crises\recessions, he never met any serious manager that regretted being several years early (for large equity underweight), not based on whether they were able to keep their …
what a marooon.
first, says he doesn't buy it, but then some cant be bad...for who? family?
next, misses the entire point of the blurb and references regarding how damage can unfurl even to those that dont 'buy it'.
given sales of memes, nfts, b…
being neutral crypto does not make one immune...
"...for a problem in the crypto industry to actually have ripple effects, it has to get big and interconnected with the rest of the financial system. Stablecoins are the mechanism for doing that. Ev…
some insiders may jackpot in a technical default (e.g., budget ceiling raise known not to pass).
"...credit default swaps...The cost to insure against a default of the U.S. government in the next five years has risen to 54 basis points in recent mo…
i wonder if trump soon causes another disaster via retaliation\chaos in the realm of small investor predictability for rules on 'foreign tax treaties'.
after all, the phrase contains at least 2 of his most despised words.
on a related note, some …
woe be the group getting between trump and his 1-on-1 tariff reduction bribes.
now he has to fall back on a few hundred other grifts :
https://www.bloomberg.com/features/2025-trump-family-presidency-wealth/
without bribes, its clear to all but china that 10% tariffs is now benchmark par, based on trump's recent quote if nothing else :
“I’m not looking for a deal. We’ve set the deal — it’s at 50 percent.”
mark,
in 2024 i shifted prwcx->prcfx in all family tax deferred accts.
Giroux, who is no slouch in multi-asset, has high praise for shuggi's risk adjusted fixed income skills.
seems like a good combo even if you find a better bond manager, becau…
larryB,
many of us long for the day, but consider Prof. Peter Atwater in 2025, for the first time, states that geographies and leaders (i.e., macropolitics) should be the first priority in investing, displacing the traditional top 3 (valuation, se…
although trump would happily take credit for the ~200 years of american exceptionalism, and MAGA would grant it to him, i was simply repeating the 'logic' used by the gop during the prior credit downgrade and notably absent this time around.
too su…
everyone is doing polite today! will join in....
i don't disagree with gop of 2011 regarding most recent credit downgrade, in particular "...has destroyed the credit rating of the United States through his failed economic policies...".
not blaming trump? responses from congress on us debt receiving credit rating cut :
"...inept when it comes to creating the conditions or job creation and economic growth.."
“out-of-control spending and a lack of leadership in Washington, [the c…
yes, crypto crime utility has many years of growth ahead, boosted with support by politicians and traditional institutions that want a cut of transactions..
criminal 'B2B' volume dwarfs all other activity, and probably most nations' currency.
despite coming off a bit scary, all interviews from derek scissors are shockingly direct (and compelling).
completely the opposite of every other spin-heavy conservative source.
am tempted to setup a web alert for any new clips.
not exactly the ty…
some great takes on tariffs, will larger implications regarding the gop in entirety :
tariffs as part of the costliest entertainment bundle ever subscribed by americans, no strategy needed :
https://kyla.substack.com/p/wweconomics-kayfabe-and-the-…
well, both gamblers and investors can avail themselves to certain kinds of help.
but there's the rub ; they gotta want it.
but when you have enough and can preserve it, it doesnt matter much which way you lean.
am pretty much at the same net worth…
(knowing when one has enough is a superpower; allowing rational determinism to weigh risk, letting forecasters and technical voodoo do their thing)
DAVID EINHORN: "Regardless of where trade policy eventually settles, it is contributing to the grow…
once again, only insiders seem notified on any actual 'progress' before market open.
pls send my invite to signal whitehouse tariff chat group at
MeMeMe@liberate_grift.org
i would say there are legitimate functions for PE and especially PC as governments seem unwilling and unable to singly handle neither the number nor size of 'critical' projects where economic demand is plausible.
and so this is an avenue for smalle…
