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.
Board was kind of slow so I tossed the Barron's picks out there. Not my recommendations. I'm with @Crash when it comes to looking for less crowded trades.
Re Barron's - better than a 500 batting average. But some of their picks take years to pa…
I let my mutual funds own that stuff. Or not. Ten names out of 50 bazillion. Sure. In my single-stock collection, I look for less crowded trades. MSGS will surely be a winner, in season and out of season...
Same here, for the most part. I do like to…
Thanks. Alway appreciate a good stock list. Timely, as I will be looking to add a few positions soon, having sold WBD, and K was gobbled up by Mars. I already own PG and AMZN within the above recommendations.
I am also looking at AVGO. I previousl…
When you elect a trust fund child, you tend to get a trust fund child. The notion in their minds being that THEY are special, and others do not deserve such rewards. Being born extremely wealthy is not an achievement. Nothing that comes of such weal…
@hank =+1 Unfortunately the all mighty dollar is turning sports into a piss pot.
The "mighty dollar" turns all things into a piss pot.
Why for many years, certain things were restricted in amature sports. At one point advertising in the legal p…
If we do get stagflation, the path will be traced directly to trump policies > tariffs causing inflation and job loss + demands that the FED lower rates to accommodate these flawed economic policies that produce slower growth.
maga will try to …
Feels like a good time to point out that under Biden we had two straight years of +25% S&P growth. Handed the exact same economy, trump has only managed 16% YTD, and that can be directly connected to his flawed economic policy headwinds. he has …
@a2z You raise a good point that mtg is already attempting to scrub the stank of trump off of her "bleach blonde, bad built, butch body". lol
Too late! Rat fleeing down the rat line of a burning ship.
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Edit. Trump and the Republicans greatest problem is they are losing support among the Independents. That is what got them elected in 2024.
I agree with all your points, but wish to highlight this one. the maga core will follow trump through th…
No inflation to see here! Move along.
https://www.cnbc.com/2025/12/12/food-inflation-affordability-economy-consumer-spending.html
•What is called the “K-shaped economy,” with stress on lower-income consumers leading to significant cutbacks while t…
The tech slide appears to finally be here, taking some air out of that sector.
Energy and energy servicing, and even manufacturing, is getting hit too. Which often foretells economic weakness. Are these Dow tops, suggestive of a rotation away from …
Another huge loss for trump. A grand jury refused, twice now, to re-indict Letitia James. As many are aware, only the prosecution gets to present to a grand jury. Why the saying exists "that a grand jury can indict a ham sandwich". The deck is stack…
If the economy is so good, as we are told by the White House, why is the FED positioning for more rate cuts?
https://www.cnbc.com/2025/12/11/case-for-more-fed-rate-cuts-could-rest-on-systemic-overcount-of-jobs.html
Apparently, jobs are worse than…
Another big trump defeat in deep red Indiana!
https://www.cnbc.com/2025/12/11/indiana-trump-republicans-redistricting-congress.html
•The Indiana Senate voted 19-31 against a bill to redraw the state’s congressional districts to favor Republicans.
…
https://www.cnbc.com/2025/12/05/putins-latest-warning-to-ukraine-shows-how-unlikely-a-peace-deal-is.html
Putin shows just how much he cares what trump wants.
trump continues to kowtow.
Who recalls when trump told the world that he "believes Puti…
https://www.cnbc.com/2025/11/07/how-trumps-tariffs-are-crushing-small-businesses.html
•While large retailers have mostly been able to brush off President Donald Trump’s tariffs, many small businesses have been crushed by them.
•The U.S. has 36 mil…
https://www.axios.com/2025/12/10/trump-tariffs-small-business
"Small-business owners were excited for Trump 2.0. Now, tariffs and inflation are causing headaches and eroding optimism.
Why it matters: Main Street's pain is a negative for the entire…
https://www.politico.com/news/2025/12/08/trumps-tariff-costs-consumers-00679261
A very thorough article on prices, inflation and tariffs. Lots of good information for those who are not blinded by partisanship. Not for those who minimize and ignore,…
Tariff updates:
https://www.inc.com/kaylawebster/small-business-owners-blame-tariffs-for-cuts-to-staff-hours/91277473
"Small businesses have been forced to raise their prices to cope with tariffs, but consumers aren’t buying. Rachel Lutz, owner of…
Here's a good one for FullyDelusional1000- another triumph for those who do the work.
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“But the idea of a threshold is a holy grail for industry, because if you can claim a threshold, then you don’t need to protect people at levels below that thr…
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"Trump is now cornered, big time. His polls are plummeting, Voters are frustrated with his handling of affordability. He claims he deserves an 'A-plus-plus-plus-plus-plus' on the economy but most disagree. Prices continue to soar."
"Congression…
One should wonder how well maga will accept it when elected Democrats start using trump-like tactics, approved by SCOTUS, when it becomes their turn? LOL - they will be raging!
The next Democratic POTUS can now fire anyone they want from their gove…
Of course "the White House" made a lame defense. All perps make lame defenses.
The facts tell a completely different story. And anyone who knows the history of trump, is well aware that this is his way of doing business. Cutting corners, exaggerat…
TGT and CLX look interesting.
Yes, CLX does look interesting. Near a 52-wk low. 4.9% dividend yield. Wide moat and M* 5-star rating always piques my interest. This may be a good entry point.
