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.
The market went up today, so that's clearly our grand leader's doing.
If the market ever goes down or anything bad in the world happens, it's Joe Biden's fault.
MAGA logic.
@a2z, excellent post. Perfectly summarizes the MAGA lens.
https://apnews.com/article/trumps-comments-about-stock-market-dba336a82ffaf000b80e7218d749995a
A look at some of Trump’s observations on the stock market over the last year:
Jan. 29, 2…
Agreed, Crash - MAGA has the art of gaslighting down to a science.
TWS vs. TDS - they have us split at close to 50%/50%. A nation divided, and in the process of being conquered from within.
Grifters gonna grift. I asked WH faith advisor Ms. White about accepting meme coin, she said no. I then countered with a dozen eggs, and she still said no....though she hesitated on that one. So now it's up to me to pray for Hank and Derf!
…
Speaking of MAGA economic excuses (bold added)...or this just a MAGA con?
https://www.salon.com/2025/03/14/you-must-sacrifice-maga-excuses-for-trade-echo-prosperity-preachers/
"You must sacrifice": MAGA excuses for Trump's trade war echo "prosperi…
The fear-factor in the current climate is real for me, so I’m looking for data that I can understand to offset any emotional high-jacking.
Not sure that data will be of much help as there is no playbook for dealing with this type of situation. O…
It would have been nice if Schumer had led his flipped positioning with the "not shutting down the courts, leaving us defenseless against MAGA" commentary. Its a valid point.
Poor communications.
Even so, something there still seems a bit o…
S&P joins the Nasdaq in correction territory today - the Nasdaq had entered correction territory last week:
Wall Street tumbles to its first ‘correction’ since 2023 amid Trump’s escalating trade war
Economy Mar 13, 2025
NEW YORK (AP) — Wall St…
Its not just about the tariffs. Valuations were high, and we have instability at the highest ranks of government. But alienating your allies and starting Tariff wars does add to our anxiety.
Today's latest example of self-induced chaos:
Trump Whi…
Watched 5 minutes of Fox News yesterday, and I threw up in my mouth a little when Hannity rolled out a commercial THANKING Dump for what a great job he is doing. A full on suck-up commercial saluting Dump.
Made it seem like he was god-like. As…
Its to the point where you realize he is actively trying to bankrupt this country. It's what he is really good at.
"Ford CEO Jim Farley told investors 'We'll have to deal with it'."
Meaning Ford will have to raise prices and pass the additional …
None of this is normal. Erratic behavior and senseless policies yield poor results.
There are some who believe that our grand leader is gunning for a US market collapse. That it's all part of the plan.
Good times.
Makes me want to slip acros…
When asked on Fox News’ “Sunday Morning Futures With Maria Bartiromo” if he was expecting a recession this year, Trump said “I hate to predict things like that. There is a period of transition because what we’re doing is very big.”
Yeah, big like h…
Enjoyed the shade thrown....added bold for emphasis..."Though the full impact of President in Name Only (PINO) Donald Trump’s massive layoffs of federal workers, erratic and inflationary tariffs, and plans for a huge deficit increase have yet to be …
https://finviz.com/groups.ashx
The 1 month performance of Consumer Cyclicals - 13.56% is the only sector worse off than Tech -12%. Communication svcs are down -9.76%.
Consumer Defensive and Real Estate are both essentially flat, Utilities and En…
At some point, el capitan will have to change course....or else walk the plank.
How he capitulates will be interesting. And who will take the fall for these horrible decisions? Not our grand leader, no.
The word ACCOUNTABILITY is not in h…
Ye of little faith!!!!!!!
We have the two smartest, know-it-all guys in the country - no, make that the world,- no on second thought make that the cosmos - making economic decisions. What could go wrong?
Where are you hiding these two very smart guy…
IMO the economic and diplomatic crash he will gleefully walk us into will be legendary, and for all the wrong reasons.
Agreed, unless somebody can stop him. And there is not much hope for that.
He will pass off the blame, and take our market…
Not surprising (about Ivana), since Donnie often takes credit for the work of others. His failures are many, and we will now "be forced" to share in them.
What Bloomberg Strategists say...
“The details of the [jobs] report were a lot worse than…
"Rural hospitals across the United States fear that massive Medicaid cuts Republicans would have to consider under the current House budget proposal could decimate maternity services or shutter already struggling medical facilities in communities t…
"In recent comments from the Oval Office, Trump effectively warned the courts not to interfere in what he claimed was his anti-corruption agenda."
LOL - anti-corruption agenda...from Mr. Corruption himself!
Yep, we let the fox into the henhouse…
I think Mr. Dalio is likely playing golf these days, having recently handed over the reigns at Bridgewater. Probably rubbing elbows with our grand leader. They have both gone broke at various times.
Everyone sharing info about an investment and not one posting a link for the source. Is that a big ask?
You could have added it as well. It's not rocket science for any of us to google it.
ALLW may invest across a range of global liquid asset classes, such as:
1) Domestic and international equities
2) Nominal and inflation-protected bonds
3) Commodities directly and/or through the use of derivatives.
It appears to be leveraged.
"This morning, Ted Hesson and Kristina Cooke of Reuters reported that the Trump administration is preparing to deport the 240,000 Ukrainians who fled Russia’s attacks on Ukraine and have temporary legal status in the United States. Foreign affairs j…
I look at it as a combination (1-2) punch. High valuations + erratic policy that is effecting both the consumer and the Corporate outlooks.
Add in some inflation issues.....and as new hires are cutback....bad formula.
At least we can see the train coming towards us this time.
A black swan event, by definition, is random and thus difficult to predict and prepare for. We have had time to prepare.
But are we safe from the massive fentanyl shipments that roll in from Canada?
Will Russia stand with us after the Europeans circle the wagons? We need Putin, we can trust him. Very trust worthy.
How much will it cost to get my piece of Gaza …
The market is in the red during Trump’s presidency in part because of the uncertainty the administration’s trade policy has caused. The Nasdaq has fallen more than 7% since Trump took office, and the S&P 500 is down more than 4%.
The cabinet is a scary Halloween nightmare, along with the entire administration. Our nation puts it trust in Musk (non-elected jagoff), Putin (dictator), RFK Jr (anti-vax), Vance (Mr. Hillbilly Elegy), Tulsi Gabbard (Russian asset), etc.
It's a n…
