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.
So, not the usual TACO routine? C'mon, we don't need NATO or anybody else. When will we finally have boots on the ground at Greenland?
Shrug it off, Mr. Market. "It's all going to be fine."
Or not.
https://www.businessinsider.com/trump-tariffs-paid-almost-entirely-by-americans-german-study-2026-1
A favorite tool of President Donald Trump has been costing Americans, according to new study.
The brunt of US tariffs — 96% — have been paid by US …
https://www.yahoo.com/news/articles/us-tariffs-paid-almost-entirely-000018176.html
Bold added:
A Kiel Institute study found US tariffs are mostly paid by American importers and consumers.
The study found foreign exporters paid only around 4% of th…
Grossly overweight? Holding 14% as opposed to just under 10% isn't going to scare many folks off. "Moderately" conservative gives a little leeway on allocations. The SD of this fund seems ok thus far.
With a 36% turnover ratio, these allocation…
larryB, 33% of equity sounds high at first. But as a % of Net Assets, Info TECH makes up 14% of the portfolio, followed by healthcare at 6.5%.
Makes it sound more palatable to me.
Portfolio
$400.09 million
Total Net Assets as of 12/31/2025
Domes…
NPR article on the price increase/decrease for Walmart Shoppers:
walmart-prices-inflation-affordability-shrinkflation
This gave an interesting look at the amounts we now pay.
Prices in NPR's basket rose 5% on average last year
Almost half the item…
We will continue to get the Alfred E. Neuman "What me worry?" treatment from the markets until we don't. I keep wondering if any such market revelations will happen before the mid-term elections and how it plays out.
From Heather Cox Richardson's Letters from an American newsletter dated Jan. 17.
"Trump’s triumphant narrative is not working at home, either.
A new CNN poll released Friday shows that fifty-eight percent of Americans believe
that Trump’s first yea…
Trump is sending funds from Venezuela oil to a bank in Qatar: report
https://www.independent.co.uk/news/world/americas/us-politics/trump-venezuela-oil-revenue-qatar-bank-b2901312.html
Bold added:
President Donald Trump’s administration will keep t…
What will they do if the world decides they can get along without the US and simultaneously starts unloading their US bond holdings.
Japan, UK and then China are the top holders of US Treasuries, FWIW.
As pointed out by rforno, Russia and China ar…
Some serious props to the good people of Minneapolis, MN for standing tall. Respect.
Keep hearing about impeachments in the background. No traction.
No Epstein file releases or even any related talk about that issue. Wasn't Bondi to be imp…
James Rodden, an ICE lawyer in Dallas, was exposed for running a white-supremacist X account praising Adolf Hitler, was pulled from court schedules. Now he is back, badge on, no explanation given. ICE refuses to comment.
Per CNN: Senate Republicans blocked an effort to curb the Trump administration’s military action in Venezuela, a victory for the president who was incensed that some Republicans tried to tie his hands on a key foreign policy.
If we want to understan…
Huh, a lack of migrant workers is driving up prices, you say? Hmmmm.
Your health insurance premiums are increasing by +50% because we no longer receive ACA credits, you say? Hmmmm.
A masked, untrained ICE gestapo agent with complete immunity is…
When you list it out like that, it seems even more distressing.
Too bad the MSM is now controlled by Trump's MAGA lovers, or else more people might have a clue. This is escalating and half the country either doesn't care or doesn't understand.…
https://www.yahoo.com/news/articles/eye-opening-thread-long-ice-165033826.html
Bold added:
The Atlantic reported in August that training for ICE officers had been cut to just 47 days: "Academy training was shortened to 47 days, three officials told…
When Mr. Powell’s term as chair ends in May, he could stay on as a governor — and one of 12 voters on monetary policy — through January 2028. With threats intensifying, the case for his continued presence as a quiet but firm defender of Fed independ…
Maybe mutiny is in the cards? Once a few step into the breech, many rats may follow.
This is the inevitable ending for a lame duck prez who is destroying his own party in addition to the entire country. The GOP will save themselves and bury hi…
Hatred can make people irrational. Hatred and anger can be funneled in the wrong direction - and Trump has done this extremely well.
The MAGA 40% are so angry at the world that losing their own health benefits and their meager retirement benefits …
@larryB - He has a limited window in which to push the Project 2025 agenda, and it is 100% anti-democratic. By November-2026, there may be some actual checks on him from Congress (if elections go as anticipated).
So it will be this full press the …
Kudos to JPOW for calling out the cowards....
In a blistering statement on Sunday, Powell argued he had been threatened with criminal charges because the Fed had set interest rates “based on our best assessment of what will serve the public, rather …
Attacking our allies - with tariffs and/or threat of war - should make it all better. Right?
The current blitzkrieg consists of threats vs. Iran, Cuba, Mexico, Greenland and Minneapolis, MN. We would steal oil from Venezuela, but Big Oil isn't b…
Whether its 6-3 or 5-4, all decisions have been predetermined. The MAGA fix is in.
Sure, they might throw us a bone once in a while, but the political kowtowing by SCOTUS is pretty much expected and will continue.
They are simply enablers of t…
