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.
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…
every 1-on-1 negotiation meeting exists to serve corruption and publicity, so there is only the highly predictable left to say after some ~100 new EOs on trade :
[trump] told reporters he would look at specific industry requests for exemptions.
Bu…
i.e., trump is telling big3 its time to cough up again...and offer that F150 special edition in mascara orange by trumpcoin only.
https://fr8technologies.com/press-release/freight-technologies-secures-up-to-usd-20-million-to-create-an-official-tru…
this is why i am so shocked when i read something sensible...but now realize it may happen only if non-political.
no goalpost has been moved further then the perpetual golden age of the post-election trump bump.
i admit to being puzzled why the m…
...WVB All Markets is an interval fund (also known as a continuously offered closed-end fund). It looks and acts much like a mutual fund, but with one key difference: you can only sell it quarterly—maybe.
Like a mutual fund, you’ll be able to purcha…
despite having lived in california, i ran\run into a lot of apple cultists unable anymore, or too lazy, to learn how to use a different system.
china seems to be an exception where the majority rapidly switch to any (allowed) tech deemed superior. …
exclusively linux for personal use since 2014, would never return to mac nor windows.
irl preferred post-covid vaccine, so have been a voice\text minimalist. android obs is annoying, but have not plunged into an android for open source swap.
lipsky summary :
despite flaws that could be tweaked via allies, globalism's result was an unprecedented ~7 decades of prosperity and relative peace, with america at the top of the list.
if the gfc was the thin edge of the wedge against globalism…
"Separating business from politics is akin to believing that fish swim independent of the water’s current. America’s toxic uncertainty is urging capital to look elsewhere."
scott galloway 2025
back2subject:
it appears 'useless' non-party career staff responsible for contractual language and legals no longer exist, so unclear what fox news will wave around as proof of deals.
safer assumption may be other sides are not expecting complia…
Stillers,
u just said 'What investment analysis method(s) do you use and how's that all working out for you?"!!
before "I'm not sure what most of the rest of your post has to do with the discussion"!!
nevermind, we are in some ways, in closer galax…
you are referring to the winning Ren.tech fund...the one of several, but never open to the public?
i guess no one else had the, uh, capex nor intellectual capacity. :)
stillers,
we are probably in different galaxies, so will keep it 'what works' short.
am in yr 6 of FIRE (financially independent, retire early) and well past wealth accumulation mode.
my target was avg -3%/yr net worth drawdown, and have beat that b…
it seems reasonable to conjecture that the market would be down a lot more if economic policy maintains and\or keeps getting worse. there is no universe where the gop would actually have a rational strategy AND be able to execute.
but then, the v…
billionaires who funded 3! rounds of trump propaganda for the uneducated masses now regrets they have no means to reverse the brainwashing.
anybody thinks trump cares?
same in mid-atlantic, but denser new homes are competitive, selling ok via builder price cuts & incentives. (builders also facing rental overbuilds)
still a jobs effect for now.
most realize it is a momentum mkt, and a short-term correction to all time highs is very much a possibility :
- being unable to extract any more donations\bribes in 1-on-1 tariff negotiations, trump gets bored and declares victory resulting in sta…
