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.
i doubt anything can dent trump worship outside the austin area.
given the sheer number of immigrants, why isnt trump sending ICE and NationalGuard from other states?
we all know the reason, which is that trump is chickenshi+ of affecting all the w…
The 2x and 3x ETFs are for traders, not investors.
I avoid 'em.
Yeah, kinda figured that. Still, the recent upturn reminded me of the Simpson's character. Seems like something he might've bought into.
"This iconic, ironic line belongs to Gil Gunde…
Treating human lives (1000 laid off) as mere pawns of politics and vengeance.
How many of those impacted, even beyond the layoffs, voted for him? He doesn't care.
The impact on home building was exactly what was predicted over a year ago.
Agriculture and manufacturing are facing the same.
A 60% drop in concrete use tells the whole story.
This will not result in more affordable housing. Or food. Or manufac…
Anyone interested in V?
@masterd I am not, at this time. M* rates it at fair market value, dependent on consumer spending holding up. If that is of any use.
Been moving some money between funds today. Positioning for 2026.
-Sold TTMIX positions in two Roths and a TIRA. These have been great long term holdings that seem to be reverting to mean and suffering from the recent drop in tech stocks. Proceeds…
@hank Preaching to the choir. My comment was not to disparage Yugos, or pick a favorite between AGZD and TBUX. Just making light of the slim difference.
My personal feeling at the moment is that there is almost no risk of rising rates, so I prefe…
Just finished Pluribus. I loved season 1. Not for everyone, admittedly. Very cerebral. Vince Gilligan is the master of subtle nuance. So much going on under the surface. Some viewers seem to take that as a lack of story or action.
Re: TBUX vs AGZD - Now we are racing Yugos! lol
Gentleman, start your wheezing little 55 horsepower 1.1L engines.
Pretty certain that the fellow who originally applied the "racing Yugos" metaphor to bond oefs, back in M* forums, posted in this ve…
Timely thread! I am looking at possibly changing some bond oef positions around. I don't have a favorite. Clearly, certain bond funds are better in certain economic circumstances. At the moment, it seems that riskier funds are the way to go. Presen…
Bought 25 AMD @ 191.96
The chart is interesting. Lots of spikes down, then up again. Seems to be indicating significant bottom fishing followed by brief recoveries and more bottom fishing.
? Short term trade for you, then?
@Crash No, I think I'll…
@Old_Joe I agree completely. Many signals are emerging, layoffs, job numbers, multiple indicators, debt growth, calls for lower rates. It is not just one or two things.
It would be absolutely cultish, for anyone to believe there is method to the …
Personally, I like both those moves. I already have big exposure to AMZN (2nd largest holding behind NVDA) through mutual funds and a large position acquired during the swoon, when it was in the $80 range.
I have plenty of MSFT (4th largest holdi…
"Mr. Kennedy has a history of promoting ideas with little to no scientific evidence to back them up.
He has rejected established evidence that H.I.V. is the cause of AIDS, pushed the idea that Covid-19
was 'ethnically targeted' to spare Jews and Chi…
This is not going to help the GOP with the blue-collar vote in that region. Likely why trump is trying to deflect blame for his decision away from himself.
@Sven
Exactly my implied point. Those left behind are not being helped by any of this. If anything, current policy has accelerated the problem for them. Even if we expand training and education, unlike The Field of Dreams, they will not come!
There is nothing wrong with cheap int’l index funds. They provided over 30% total return that cost several basis points. We use broad based developed market index funds as the base. For EM, i prefer actively managed funds for their stock and region …
@hank
Thanks for the post. Some good points. Tends to support my reallocation to U.S. Index, SMIDs and some broad-based INTL exposure. And, yes, my rational is all about "different economies (and sectors) peak(ing) and fall(ing) at different times
Besides allocation amounts, what regions, funds or sectors are recommended for 2026?
My moves, so far have been in my 401K, with limited (broad index) options.
Is a broad approach best here? Or more focus? Latin America seems to have surged this …
Anyone care to share their international equity allocation? I am looking at 60% to avoid heavy tech weighting and generally high valuations.
My foreign exposure, per M* X-ray is now about 8% of my entire portfolio. At the start of the year it was…
If forced to build an expensive new manufacturing facility, facing higher input costs from tariffs, seeing low wage workers being deported, and falling population growth diminishing the remaining (untrained) workforce, I assume a company would be pl…
Washington's rare earth push with (former?) allies. To counter China's dominance. Jeez, The Orange Doink bad-mouths them all, then wants cooperation. Child.
https://www.semafor.com/article/02/04/2026/us-proposes-rare-earth-trading-bloc-with-allies
I…
So poor leadership can sink both the markets and the general economy at the same time? Wild.
And, as we have seen, it requires a concerted effort to cause such big changes. A lot of poorly-conceived concerted efforts. An abject lesson in what not …
Yep, I have another fund transfer set for COB today from US growth and index to SMIDs and INTL.
I would expect that many who are a little late, like me, will be forcing momentum in that direction.
Bought 25 AMD @ 191.96
The chart is interesting. Lots of spikes down, then up again. Seems to be indicating significant bottom fishing followed by brief recoveries and more bottom fishing.
Glad that you asked, I was about to search for that!
https://www.cnn.com/2026/02/05/economy/us-jobs-data-layoffs-hiring#:~:text=Layoff announcements hit an unsavory milestone in January&text=The Spheres at Amazon headquarters in Seattle on …
@Crash Nice segue to the Island sound. It helps when it has been around zero here for weeks.
If you enjoyed the violin in Simple Man, you will love this:
