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.
My bi-weekly 401K contribution goes to a couple U.S. index funds. $2500 a month, roughly. And a lot of overall dividend re-investment. I reduced our U.S. equity investment in the first quarter, however. Some went to INTL, some went to fixed income. …
You know what really keeps "the base scared"? Stories about immigrants eating their neighbors dogs. Actually, just stories about immigrants in general.
Inflation and taxes used to frighten "the base". Now they like it!
Article states that China's nuclear ambitions far outpacing the rest of the world.
Comment section of the article is worth a read.
Actually, the United States is the global leader in the construction of cheap, safe, powerful nuclear reactors. They …
@FD1000,
Thanks for the AI piece.
Is that how Sonali Pier turned into Karine Jean-Pierre? I was wondering.
It sure was a fine example of an Emily Litella rant.
Never mind.
Wow. Crazy. Can count about a half-dozen harrowing experiences in my long life that could / should have ended it. Escaped thus far. Was not aware of the shock hazard. Did a lot of foolish stuff with electricity as a kid but never tried replacin…
What is so funny here is how easy it is to refute the weird claims made by Trump supporters. That these slow wildebeest never do any actual research and just slurp up these rationalizations. It makes them look so ill-informed and eager to spread mis…
Good friend of mine has travelled to all 50 states since retiring 5 years ago. He started in a Transit van that he converted to an RV himself. Then bought a dedicated RV (used) and updated it. They are on the road 6 months out of the year.
...
The problem with advanced age is you don’t have the time to go “all in” as things deteriorate and wait for the next up-tick as some of us did in ‘08. My knowledge of the GD market crash is that there was a “fake” rally early on that led some to…
S&P closed 1379 on Jan 1 2008. It was mid-2012 before it hit that number again. More than 4 years. Correct me, if I have the numbers wrong.
Continued investments help a lot. I did same. No selling at all, I increased my buying. But, we shouldn'…
It may be a long time before we see inflation at 3% again.
Y/Y trend:
April: 2.3%
May: 2.4%
June: 2.7%
July: 2.7%
Aug: 2.9%
Sept: 3.0%
Source: BLS CPI-U database https://data.bls.gov/toppicks?survey=cu
This is a good point. The trend is qui…
I think that the lesson of Covid is that the government would perform bailouts and stimulus checks and other forms of stimulus policies. Debt would skyrocket and so would inflation. I suspect that would be what eventually brought our economy to its …
In what context (or order) are these quotes NOT averse to tariffs?
"When someone says, 'let's impose tariffs on foreign imports', it looks like they're doing the patriotic thing by protecting American products and jobs. And sometimes, for a short w…
Certain parallels with the Japan situation back then, and China now. In both cases, we were frightened by any entity that might share the spoils of success.
Reagan, like trump, raised taxes significantly. And increased our national debt substantia…
From the latest Barron’s:
Article - ”Stocks Could Climb Through 2026, According to Our Latest Survey of Money Managers”
... Watch Bloomberg and you might conclude, depending on the particular day. it’s either raining cats & dogs or the sun i…
I think anything published by Zero Hedge needs to be fact checked.
It is not hard to believe that someone fears that Cuban runs as a Democrat in 2028, so they are seeking to begin the mud slinging early. "Tyler Durdan" is a character from the movie …
New car prices topped $50K average for the first time. Ignore that every single automaker warned that tariffs would push prices higher.
Remember that at 2% inflation it takes 5 years to lose 10% of purchasing power, still a problem for those on fi…
Bought a towel hook for in the shower. $4.60 in Feb 2025 and 8 months later (now) $5.60. What inflation?
Yeah but, someone else did something too. So, it doesn't count! LOL
Wait until companies stop absorbing it and push prices even higher.
Ke…
Real inflation numbers here. Call it "real" or "personal" or whatever you like. But, it is a like for like comparison from trump 2.0 day 1 to now.
https://www.yahoo.com/news/articles/heres-much-more-expensive-groceries-212033110.html
A few exampl…
They need these outrageous stories to be able to not feel betrayed or embarrassed by this unstable individual. Stories about ridiculous things that do not even move the needle for your average citizen. But, it gives them fodder for their rationaliza…
The only bright spot I see is that this inflationary pressure is not selective. That the GOP voters who thought he was going to give them a leg up, are going to get crushed along with everyone else on the low end of the income scale. Add in the expi…
'The administration seemed caught off guard by China’s restrictions, which could cripple American industries. Mr. Trump threatened on Friday to cancel a planned meeting with the Chinese leader, Xi Jinping, as well as adding a 100 percent tariff. Aft…
Weird that some Jews vote to elevate these people.
https://www.politico.com/news/2025/10/14/private-chat-among-young-gop-club-members-00592146
"The group chat members spoke freely about the pressure to cow to Trump to avoid being called a RINO, t…
Paul K. agrees, saying here on his substack: https://paulkrugman.substack.com/p/how-trump-is-making-china-great
There is one big difference between Trump’s trade policy and China’s. Namely, the Chinese appear to know what they’re doing.
It is easy t…
@Old_Joe Agreed.
Those of us who are not willing to avoid responsibility concur. I respect that. No partisan finger pointing necessary.
Plenty of blame for how we got here. The Biden administration, the prior Trump administration. Maybe even bef…
As one might expect, companies will absorb some of the impact at first, hurting shareholders. Then they will slowly roll out price increases, like boiling a frog.
Inflation may not surge all at once and recede, like after all that Covid stimulus. …
But, it is Another Good Week for Heaven! trump acknowledged to a reporters question that he is fairly certain that he is not going to Heaven.
A new first for trump, a small blip of self-awareness. And a win for The Devil. Who remembers that scene …
A rare Earth stockpile is the sort of thing that government should do. Things that one cannot expect corporations or individuals to accomplish. So, yes a failure.
The complete inability to consider that fact before engaging in a trade war? That is…
When a person has no problem with starving children, and the killing of aid workers, and preventing water/medical supplies to victims of war, it is hard too imagine what exactly about this one-sided "deal" is considered positive to them. Much of the…
Talking to my neighbor across the street yesterday, he discovered at least three nests at various points in his eaves/shingle. Even getting colder here (75 degrees), they were fairly active.
"The price of gold has beaten U.S. stocks, bitcoin and even shares of AI wonder-stock Nvidia this year.
There’s no saying how far that epic run will go, but there are almost certainly better places to park
your savings in the long run. History and c…
Golly gee, when I went on the internet today, I was hoping someone would tell me what to read and how to assess the content. Praise the Lord! It is my lucky day. That never happens.
We need more people to filter content/ideas, so all us inexperien…
I don't understand people's confidence about the outcome of flimsy to non-valid charges nowadays. If the government can shop around for a prosecutor to bring the charges, I see no reason to assume the courts cannot be likewise manipulated. (I have n…
Any smart person knows that we can make China pay off all of the costs of the Big Beautiful Bill simply by incresaing the tariffs.
Yaahhh, just like Mexico was going to pay for the wall.
But tariffs...those always work. And autocratic rulers…
Good article.
Essentially it wouldn't matter anyhow to those who believe they are good people and believe in faith and charity. In this situation, "faith and charity" are not the strippers at the club these "good people" frequent.
You are so negative!! You are obviously a radical left-wing antifa commie sort of person.
Any smart person knows that we can make China pay off all of the costs of the Big Beautiful Bill simply by incresaing the tariffs. We know this is true becaus…