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.
please cite the impossibility for a second pardon issued followed by a trump advisor role. no real MAGA would object to another trumpedo matched trait.
not even that.
its a grifting self-promoting campaign that did not cut trump in.
never doubt this is trump priority #1,2, and 3. and every taxpayer $ is his unless explicitly stated otherwise for family & friends.
surprised? yes.
noem remaine…
Iran’s supreme leader is always a propaganda puppet role to the irgc.
there are no shortage of replaceable long-bearded frothy fundamentalist oldsters.
subtract beard + substitute christofascism = gop prez candidate
in 1 day, pete kegsbreath lost ~us$100m via three f-15 planes due to foxnews level communication skills in actual war theatrics .
that's some real trump-bonding by fav means necessary.
dimon is a perma-hedging opportunist, financial and political.
his spin on 'creative destruction' in iran is why, i guess, shareholders permit overcompensation.
as with 'inflation is not yet defeated'... perfectly compatible with affordability nev…
among many obvious things, TDS doesnt mean what the gop thinks it does.
""We’ve spent $8 trillion in the middle east and we’re not fixing our roads in this country? How stupid. How stupid is it? And we’re not fixing our tunnels, our bridges, our …
i made billions off timing crypto on both long and short sides. no one can do better, because they don't have the volatility.
some of those billions are on a hard disk i lost somewhere after the gfc, but i am still the rightful owner.
although i…
i am failing in my 10yr plan to reduce the family pool of individual equity %.
90% of those names have been names where my largest funds dont play : some combination of small, foreign, illiquid.
my pool probably stayed even with an equal-weight g…
as a fan of dalio's efforts (but not in agreement with all), i have to point out one thing.
dalio NEVER made an outsized case for gold until well after it climbed above US$2k/oz.
and i listened to a lot of his interviews up until ~2022.
imho, da…
i see musk\trump inevitably kindling their $-driven bromance via pretending grok is better (uh, at grifting taxpayers).
next : MAGA hats with don in a mankini.
a shortcut for the cognitively viable :
how do you know when facts\evidence, real or circumstantial, has reached a critical threshold? gop instructs the public to not care, and many follow in sheep-like fashion.
yes, ignore obvious 'Day 1' promises…
my grocery loyalty cards have netted ~10X cash saved vs ~3% credit cards (used to pay). avoid publix , wegman, WF when possible.
most grocery cards require minimal\zero real info to sign up, but the x-ref to your cc is info leak 'risk', as well …
this anecdote has more holes than RFK's brain.
first, in a legal fiasco, the gop argued in the cake case that certain biz can discriminate...they just want to leave it open-ended regarding who\when\where.
frankly, given trump's record of supportin…
demaso will eventually come around to investing in non-dollar earners as the main event, not a sideline.
should be easy to come around to that much earlier.
plus, home depot, clearing the aisles for non-paying customers to crap all over the restroom isn't sensible economics. and why aren't your towing\loitering rules being enforced?
make DHS\ICE go to cracker barrel for that.
a. if any new tariff routes eliminate trump's personal grift in 'deals', he will eventually lose interest.
b. roberts continues to be in denial regarding MAGA and trump's ability to grasp all but the simplest and most direct message. he remains a…
having not trashed time for any trump speech since 2020, i have yet to encounter a summary that indicates he has veered from this format :
1. praise himself for xyz (truth irrelevant)
2. bash critics (especially if he has taken credit for their pr…
yogibearbull,
i can see the StockChart, but how do you find\add\overlay prwcx buy&sell data?
this would be a good tool in general and never been able to find such.
for me, the entire point of outsourcing some equity selection to GARP managers like giroux and primecap is they will select significant # of stocks i would not pick\keep directly.
if you want an alignment guide, listen to giroux discuss tesla with…
i remember reading about a MAGA merch hawker that never voted, just how much $ he could make off the rubes.
in a weird way, its the ultimate trump\gop alignment.
Axos is unambiguously a MAGA-run crony operation.
other notables have blemishes :
jpm (dimon) censored criticism of trump's tariff policy in its macro analysis.
brookfield rescued a massive kushner NYC property on very generous terms, but is an ou…
am skeptical that there will significant spikes in the dollar AND one can then each time the deployment to buy foreign equities\bonds. it seems more likely there will be a slow usd grind down and the most probable success will be to regularly scal…
yep, below is the full gop perp gallery.
looks like lutnick is now feeling 'trump-innoculated epstein immunity' and going full grift.
https://embed.kumu.io/af2bb6ad7fc8c772b50ebfe887997562
?? i would not be surprised if giroux realized >10-bagger in GE !
even then he admitted it was a more a chance on culp than his usual hard numbers GARP process.
regardless, no GE investor used leverage to outpace culp's personal return, and pro…
shifted most trp $ to prcfx. maybe someday they will take advantage of its ~100x lower aum for better downcap picks.
anyone expect to see buys in garp software?
grift is the only thing that matters to trump :
does he have another route to make daily tariff decisions\reversals based on bribes in 1-on-1 nation deals ?
things like a scotus loyalty test, refunds, etc...are considerations for his entertainment…
is the HOA covered under 'real estate agent' category?
w/out explicit details, this looks like a 'gotcha', which is why i dont bother much except uniform cash back. (recently, my amex had rewards for all internet fees...except google fiber. not th…
back to relevancy to original topic, i had already seen about half the sources from claude, and unsure how much benefit i gain by examining more.
my main takeaway on re-industrialization is this :
are we on track for correct prioritization AND impl…
hard to make more of these things other than (yet another) fragility indicator.
what happens when tech infrastructure capex no longer makes up for consumer spending in gdp?
same or more consumer spending by the wealthy, for things they certainly do…
call me amazed that Dems didnt fall for the MN retraction headfake.
there is nothing to trust here until after DHS realizes the money has been shut-off indefinitely.
we will be very lucky if only the flying public (TSA) has to sacrifice before any…
trump cronies have shown the only skills needed are over-talking, deflection, and irrelevant\false trump cult propaganda. fingernails-on-chalkboard screeching is no longer exclusive to ex fox hacks.
but no comey, james, nor mark kelly !? hey trum…
BAH, which lost pentagon contracts not due to project incompetence, but as punishment for a contractor leaking trump's taxes (the person was imprisoned for returns trump himself promised to release).
BAH is partnering with palantir as a backdoor …
i doubt anything can dent trump worship outside the austin area.
given the sheer number of immigrants (in TX), why isnt trump sending ICE and NationalGuard from other states?
we all know the reason, which is that trump is chickenshi+ of affecting al…
