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.
i noticed m* seems to force a logout if switching to a new\infrequent network.
probably annoyance to discourage pwd sharing, too dumb to recognize device is the same.
good pbs segemnt.
step 1. remove objective staffers
step 2. promote a better process somehow with fewer resources (to control)
step 3. indefinite pause of data release
step 4. show result of shiny new models
step 5. crash currency and economy
a…
pretending that the gop voters cared\understood any subtle things like inflation and the Cantillion effect is old 2024 news.
i had hopes regarding the more qualitative concept of affordability, with daily receipts and monthly payments, but even t…
in a cult, identity is stronger than any basic human need. the real question is whether this gop cult ends with trump, and i dont see why it would.
mike johnson first deflected, then lied, to a desperate gop caller who requested he call the house…
as stated by Canadians, despite this being a time-limited ad from a single province, the core truth hurts.
trump is a useless snowflake playing with the world's largest economy only for his personal grift and ego.
although i have no doubt matching…
publicity stunt. ~$100 per active duty person due money. not enough for 1 trump sneaker.
can you imagine being a low-level officer and attempting to explain this to MAGA ?
surprise! retail meme-thusiasm (us) is driving gold prices.
jpm macro :
"...almost the entire increase in the gold share of reserves since 2009 is a function of the rising market price of gold itself. ... keep gold prices flat at 2009 levels and us…
somehow this huge delusion persists that trump has any financial or health regard for ~70% lowest income gop voters.
why??? the voting is done !!!
yes, trump will spend billions of taxpayers $ on red meat propaganda for adulation, but none of it …
the cloud oligopoly is by far not the major problem; at least there is some capitalism nudging competition\competence.
gop cuts to cyberdefense from foreign actors is a clear sign america is open to looting.
individuals, and 99% of corporations, …
gop has only responded to 'no kings' as a criminal anti-american movement.
so i wonder where was the antifa enforcement on ~7million people, given trump's EO ?
am uncertain anything will work other than a paralyzing strike, in order to get a fair s…
the vast majority did not object to either blagojevich nor menendez being found guilty, relative to objections on the pardons. to make any comparison to the current extended trump crime family indicates absolutely no comprehension of scale nor eth…
as someone with below avg state taxes, i shifted my largest asset class from short-term active bond funds to tax-free analogs, over the past ~12 months.
- wanted to simplify\avoid as many stealth taxes , as these have high step functions which are…
even the rightwing rags (but one) somehow realized there were signing up to unlimited liability for public unclassified information.
just make it simple and invite them all to hegseth chat groups.
the difference is farmers, who claim to love fiscal conservatism and hate groups that take handouts, will always take handouts when gop 'strategy' tanks their industry and runs up the deficit. or just simply red states take net handouts regardless.…
name a single time markets have not responded to imposition\delays\cancelling tariffs.
at this point, there are dozens of examples to indicate that its not a strategy based on american national interests, but others.
and dont even try to say trump…
trump has learned all he needs to know about tariffs, and his crime family already knows what day tacos are on the menu.
but +99.9% of gop voters dont know, that is how insider grift works.
its different this time, but again, not in any way that helps forecasts.
historically over centuries, gold does its best during huge econ and pol uncertainty which clobbers speculation, normal biz , and gov process.
we may eventually get the latte…
AI for hard science may lead once we are far (years) past trough of standard hype cycle.
experts disillusioned elsewhere (e.g., toxic media,defense,finance) join Applied Minds and such companies.
as for current bubble , see nobel prize skeptic fro…
IVA chart indicates a single\familiar event of variable duration is meaningless.
as long as employment is high, there is a massive base flow into retirement american index stocks, and it will take a confluence of durable events to change sentiment.…
new slogan :
Vanguard proudly offers Agency cost at the lowest cost!
IVA 2025 review of ~50 managers :
22 : (more than half): $0 invested in their own funds.
7 : $1m invested in one of their funds.
[check out that last high conviction allocation…
you know there is too much winning when MAGA forgets to list that :
- trump was for ukraine all along !
- its so great that foreign companies are going to pay tariffs for his Rx drugs...down 1500% means he will be getting paid to take them ! more …
we have kristi,kash,tulsi setting the bar for 'unqualified'.
this MAGA-career chaser is peanuts ; no legal nor scientific quackery is too low when dr. dementia dangles a promotion.
plus, without cannon as judge, trump has a built-in excuse for losi…
local guy had to carry his toddler and gear for ~20 min. from swimming pool.
cellphone died, and was using to open\start his tesla. guess where the charger sat.
some conjecture that sports betting ventures are in trouble, because it turns out much user growth is from people just not that interested in sports...and see it as an incredibly stupid activity they have never enjoyed.
so the trend for nihilistic…
having followed carney as far back as his pre-chair brookfield advisor days, i cannot imagine more of a mismatch to trump on economic policy, and common sense in general.
sidenote : known for fossil, canada is the most competent manager of nuclea…
ironically, burner phones are more needed to protect citizens from criminal actions by the gov.
and certainly includes scotus\doj and their retrospective carve-out opinions on defining criminality, privacy, and free speech.
thx for link.
yes, i feel giroux's team has earned trust not only on dynamic allocation, but on selection within an asset class. (latter being artisan's point)
wish fees were a bit lower, but i need to pay for talent in largecap GARP, as i could …
if anything, trump may have realized russia will not win, and is signaling putin that bribes must continue to be massive in order to associate with (another) loser.
let's see how MAGA sanewashes latest flop...easiest fallbacks are 'am not really pa…
in signs of a partially rational america, trump eventually has lost these types of cases where it is clear that states\regions have chipped in resources signaling infrastructure is for for their own self-determined economic benefit.
(not unusual to …
nothing about today's political situation is conventional, other than the threat of a shutdown.
if it happens, will dems be blamed? typically the obstructive group suffers, but we are in a scenario where rightwing propaganda has , and will, blame …
mrs. kirk 'doubles down' on turningpoint, losing no time for monetization of rightwing martyrdom , even the founder's.
MAGA family values cut through paralyzing grief.
not putting any effort to time this due to chances its well priced in, but this seems the most succint take i have seen on the interwebs :
"...At current rates, a 0.5% or even 1% cut will not have any economic impact to speak of. Borrowing rates a…
