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.
One fund doesn't make any sense to me. For instance, I want my high growth entities in my Roth (PRSCX, TRLGX, TTMIX), next highest growth in IRA (similar, but alongside an index fund), more balanced approach in 401K (Index, growth, CEF, OEF), and a …
So many questions. Does the government have to repay every entity that they collected tariffs from, if this ruling holds up? What happens with all the side deals (investments) that were supposedly tied to these tariff agreements? How does the market…
A good summary of both pros and cons. My addition of INTL equity this year, is after more than a decade of avoiding it. INTL appears to have momentum, but I am keeping a close eye on it. Right now it is only 3% of my equity portion.
I have been at "Investcon 5" since the beginning of the year. I did opportunistically buy on April 8 and sell again about 3-4 weeks later.
I am thinking about reducing more equity exposure soon.
I owned OTCFX, in taxable and tax-deferred, for a couple decades. I sold it a few years ago when it started to underperform. I am assuming that a lot of investors did same.
Despite talk of a resurgence in small caps lately, the fund is only up 3% …
My assumption here is that these institutional guys believe hey can exit with some profit. I.e. - market goes up 10% and starts dropping, they get out with a 5% profit, versus only a couple percent in bonds/cash. The little guys stand pat and get wa…
https://www.cnbc.com/2025/08/14/tariff-driven-higher-prices-may-be-hidden-by-products-stuck-in-the-middle-mile.html
"With both the producer price index and the consumer price index still showing accelerations, consumers may be wondering why the pri…
Ahahahaha. "In 2000, Bessent hosted a fundraiser for Al Gore at his home in East Hampton, New York. That year, he also donated $1,000 to John McCain. In 2007, he donated $2,300 to Barack Obama and in 2013, he donated $25,000 to Hillary Clinton's cam…
Just found out that Bessent worked for (protege of) George Soros for many years. Surprising that has not spawned any weird conspiracy theories... yet.
His Wikipedia page is a good read.
If foreigners were paying tariffs the PPI wouldn't be rising. We are experiencing the largest PPI rise in three years, with a 0.9 percent increase in July.
“So much for foreigners paying tariffs. If they did, PPI would be falling,” RSM chief econ…
https://www.cnbc.com/2025/08/14/tapestry-tpr-q4-2025-earnings-.html
"Shares of Coach and Kate Spade parent Tapestry fell on Thursday after it said tariffs will hurt its profits." - An example of how tariffs being absorbed by an importer, hurts the …
Imagine the increased cost to taxpayers in places like Florida and Texas when the hurricanes come and they are left to their own devices. I could even see this driving up insurance costs even more in those areas. And immigrant labor to fix/repair an…
If you're a puppet haven't you given up whatever prestige or respectability you might have had? I'm guessing they all just figured Powell would rollover like they all did while also forgetting that he is just one vote of many.
And one can extend thi…
Yes, Thanks.
Something that seems appropriate here is:
https://www.alternet.org/trump-economy-2673884073/
If anyone (Yogi?) objects to this being here, I will delete it.
"Bloomberg reports U.S. box shipments to retailers — for the purpose of pa…
@DrVenture,
The fact that DHS chose to reference William Gayley Simpson's book is very troubling.
It's no surprise that white supremist groups have flourished under Trump's current regime!
And they are clearly intending to recruit from the ranks of…
The elephant in the room is why he thinks that he needs this option. What bizarre conversations are going on in that circle? "When we crash the economy, people will come for us with pitchforks." ? "Eventually, the non-whites will rise up and we need…
Gaggles of agents are patrolling the National Mall. A place where there have been zero crimes recorded/reported in all of 2025. All dressed up and no heads to bust. Guys in ballistic vests where people are walking their terriers. lol
Of course, none of us knows what is going to happen yet. Yet, there are some troubling signs, that shouldn't be brushed aside. It is way too early to assume that this utter rejiggering of trade, via taxation, will have no negative consequences, poss…
@catch22 @Anna Fun stuff! It was a cool time of PC gaming and looking up random things on the internet, that we had almost forgotten.
Our first real windows computer (dial-up) was a Packard Bell from Sam's Club running Windows95. I bought it to …
There is simply no way to paint Trump insisting/directing an Investment Bank on who they should hire/fire, as anything other than Authoritarianism with a capital "A". And not an isolated incident here. A small piece of a massive pattern of such beha…
Dial-up will teach you patience. When I still had dial-up, Napster was in its prime. What made Napster cool was that if you searched and found an obscure song or artist, you could see what else that person was sharing - view their whole library. You…
@FD1000,
I have to give credit where credit is due.
You have been very consistent in propagating nonsense to bolster Donald J. Trump's reputation.
Are you seeking a position within the president's administration?
It does seem that you would fit in …
This adds to the bigger picture.
-Core inflation is 3.1% YOY.
-Half of all employers are shedding workers.
-Manufacturing is losing jobs
-GDP is only half of what is was in 2023/2024
-The WH is telling everyone from universities to Goldman Sachs…
It doesn't have to be big numbers, a 3.1% core inflation for years can be very bad. Just as 2.7% headline can be bad over the long run. Especially cumulatively, on top of the last inflation shock. We WILL get lower rates, and that will add to the in…
"While Trump (and many Presidents before him) pay lip service to broad-based
economic growth, a true reorientation of the economy is simply too painful to suffer through. Trump couldn’t even suffer a week of turbulence after Liberation Day. It now s…
And so it begins. https://newrepublic.com/post/199014/trump-agents-dc-takeover-video-harassing-people
We got all the federal agencies out letting people know that they cannot be smoking or drinking on their own doorsteps. Thank goodness that they a…
