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.
It must be a regional thing. Ours seems to be fine here. Occasionally, when we get a sub, he delivers junk mail to the same address number on a parallel block. But, not a big issue.
Or maybe bouncing knives and falling cats...
I have no idea who is dropping these dead cats from high places (defenestration?).
But, I don't think they have any bounce left in them.
Now, bouncing knives are not to be taken lightly. Probably why kn…
Yes, spiraling consequences. A problem that many of us may have is selling after a sharp decline. It may make sense to consider the prior returns (3-yrs?) and consider taking a 3-5% hit as the price of doing business. Maybe even avoid another 3-5% (…
Sold some domestic and INTL equity funds (to cash) over the past few days. No idea if we get a bounce back next week. But, I am not optimistic at the moment. Way too many headwinds. I may sell more into strength next week or two, if it works out tha…
That explains a lot. It really highlights trump's flawed management style and mercurial decision making process.
Total, abject fealty - no exceptions! Another "piggy" to the slaughter.
No one knows. But, I feel (IMHO) that top software stocks may have bottomed 1-2 weeks ago. At least for a while. These things always get exaggerated, and present buying opportunities.
I did not step into the breach this time though. I was burned o…
We pulled back quite a bit before the Iran war. Having large cash position enables “selective” buying. For now i stay put and be of where we are.
Several observations:
1. The dollar index has been up and down, and many oversea stocks and bonds …
It has taken longer than I expected for any of these incompetent buffoons to fail so miserably that they were shuffled off to Buffalo. @JD_co You may be right.
Like other moves downward, there could be a dead cat bounce. Which could be a small selling opportunity.
If this is a real correction. I am using the term loosely.
I also think it is important to look at the macro: A little over 2 months and no …
@Mark
"it’s painfully obvious that Trump and co. had no plan beyond bombing Iran, killing its current leaders, and hoping that something good would happen."
That pretty much nails it!
I'd assume that we cannot walk away, as trump would prefer a…
Well, their constituents will hold them responsible anyhow. These weasels cannot walk away from responsibility for enabling trump. Voters will know.
They all voted against the war powers resolution. It is on them.
We know there is no plan. That …
I see that some people have lots of cash on hand.
In my opinion, that's not a bad place to be based on current events.
I will need to see a much bigger drop in equities to put any of my cash to work. Pretty comfortable watching things evolve.
More…
In the IRA: Sold out HSDIX and remaining position in PRWCX. Sold out VNLA and GSST where I was stashing some cash.
At the moment the plan is to buy FEUNX and more--or less--add to existing positions in MGOIX, NRDCX, THOPX and JPIB. There will also…
I am far from an expert regarding the OP question, but the numbers posted seem to be very low risk.
FWIW, in addition to yield, I look at TR. Personally, I like to see it exceed yield. Again, only IMHO.
I assume by "sleeve" that you mean it is c…
Where I live our CVS mail-order is really good. You get things delivered free in 1-2 days, with plenty of text messages to track progress. Great 90-day prices and I always have a big surplus. If you call with a specific need, they will ship over nig…
If market goes down more, good time to do a Roth conversion
But not if you're already elderly, eh? 5-year prohibition on withdrawals. Do I have that right?
I believe that only applies to the earnings. But, if the time horizon is short, the juice …
this?"
"American intelligence officials say Iran has not tried to rebuild its main nuclear sites
since the U.S. attack in June. Iran’s stockpiles of enriched uranium are still buried deep under rubble.
The head of the International Atomic Energy A…
When is everyone going to recognize that the chip on the shoulder points at America. Destroying the advancement of the dirty working class is goal one. That is why evangelicals, white supremacists, and the like fit in so well as they agree with the …
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 …
https://www.cnbc.com/2026/03/03/new-york-feds-williams-says-tariff-burden-falls-overwhelmingly-on-us-businesses-and-consumers.html
The folks who have the receipts are saying that tariffs are a tax on U.S. consumers and businesses.
This administrat…
My guess is that Donald J. Trump will stop boasting about cheaper gasoline and oil.
There will be no more talk about "$2.00/gallon" gas!
Or he will simply claim it is "cheaper than ever".
@rforno
You are not wrong. I have been content to earn +5.5% on MMF/TBUX for the last couple years, while taking outsized risk in growth ventures. It has provided peace of mind.
But, I still agree with you on waiting for a better entry point that…
@Fred495
Thanks for that POV.
I wonder how much arsenal they have left in a couple weeks? Then, I suppose they switch to sabotage and terrorism. If they have deep assets in Western nations, it may be time to use those assets, too.
@DrVenture - not really. I guess I wish I had a wish list. In a funk, I guess.
@Anna
Not too late, at all. If you plan to put cash to work. There are even some FI issues to consider. When I have no better plan, I just add to existing positions.
…
I've got a lotta cash that is probably devaluing faster than it is earning.
The dollar index has been rising. Among the ultra-shorts I track, TBUX and USFR are up today. I'll have to wait a while to see how the FEUGX FGUSX in my IRA performed.
At…
I've got a lotta cash that is probably devaluing faster than it is earning.
Not devaluing faster than equities, though. I also have a lot of cash (actually TBUX mainly). And feel pretty good about that.
The trick is having, first the patience to wa…
