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.
@Observant1 That is an excellent historical documentary clip.
All it takes is a small incident like that to radicalize a narcissistic sociopath. Same thing happened when Obama joked about trump. Next thing that you know, you have an immigrant holo…
Ice works good when first stung. Then Ibuprofen, which does take the edge off for a few hours. And a tube of Anthisan topical cream seems to help a little. Though it is well past the expiration date. I have Cortisone anti-itch, will try that too. Th…
I’m really happy with my new forum — there are more active posters,
a lot more about investments, and far less political noise.
I’m mainly here because every now and then, I come across something genuinely helpful.
There is really only one poster I …
Such a hoot to hear supporters of a guy who rants all day and night on social media about his detractors and enemies and non-supporters, speak of negativity. Their guy actually formed his own media company to rant incessantly about how horrible ever…
That was another weird trifle, the thing about doctors. An off-the cuff statement that was basically 90% accurate. It defines how desperate that group was to find fault, so they could go back to a situation where insurance companies could exclude pr…
I am a troll!
Yes FD we know.
What is humorous, is that he is the one being trolled, but cannot grasp it. The very definition of internet trolling is to compel others to make fools of themselves. And not realize it is happening.
On forums where…
It seems to me that HFT is similar to the fellow who had bank rounding fractions deployed into his own accounts. Siphoning off small amounts of numerous transactions. Except, apparently legal, in the case of HFT.
In a way, less sophisticated trade…
Maybe. What Cisco had mostly in its favor in the early days was almost no competition.
Now they have plenty of credible peers. Still a good company though.
M* says they are currently over-valued. But, have a wide moat and great capital allocation…
Perhaps we should ask AI? Ahahah
Key figures on AI's impact:
-75% of S&P 500 gains: Since the launch of ChatGPT in November 2022, AI-related stocks drove 75% of the gains in the S&P 500, according to a September 2025 analysis by JPMorgan.
…
@hank- Which sort of takes us back to my original question- if a great number of gamblers investors are all doing that at the same time, won't that have a significant distortion effect on the markets?
That is a great question. Maybe what AI is curre…
As another means of generating ideas, it can be useful. After all, that is what all inquiries should be about, generating ideas. And perhaps generating more questions.
If one is looking for "answers" that solve problems or end discussions, maybe p…
Yet, those who support the authoritarian power grab will grasp at the straws. A form of compartmentalization. They will shout, look at the stock market! Even when they have little to no exposure. They will aver, "immigrants are taking our jobs". Whe…
To be clear, I don't doubt that there is a future in AI. How that plays out, I have no idea.
What I question, and several here have commented upon, is the enthusiasm and trajectory at this point in the process. What it might lead to if it doesn't …
https://www.cnbc.com/2025/10/02/report-shows-hiring-at-lowest-since-2009-as-economists-turn-to-alternative-data-during-shutdown-blackout.html
"The year-to-date level of planning furloughs is the highest since 2020, the year of the Covid pandemic. C…
Meanwhile Trump tries to push down oil prices beyond what is profitable. The average driver may save a small amount overall. If you own oil related stocks you get smashed. And then you sell. Next oil companies dump employees and contracts. The fallo…
That's pretty interesting. Looking ahead, let's propose that the bugs get worked out of AI, and a basically reliable information source becomes widely available to almost anyone. What sort of impact would that have on financial markets?
OJ, I always…
How much of that error stems from poor questioning input, however? There is a direct impact in the outcome based on the quality of the input questioning. Apparently, the simple expedient of asking AI to verify its own answers can catch a lot of th…
“When 97 percent of the stories are bad about a person, it’s no longer free speech,” Trump said.
Or it could just be accurate reporting. How many "feel-good pieces" are we seeing about Jeffrey Epstein?
How many glowing articles of admiration are…
Like the children's toy "See and Say", all one has to do is pull the string for the usual platitudes and nonsense.
Chicken says, "I have enough, so I am risk averse"
Pig says, "You should own the S&P, even if I do not"
Sheep says, "The market…
Clearly it is FOMO and an AI speculative bubble driving the markets, not sound economic policy. When the reality hits home, it will be a significant event.
I feel that the above chart may be the very definition of the phrase "correlation is not causation". That the circumstances of this markets momentum need to be taken into consideration. Is it an AI bubble, or something else?
At these market levels…
Often we hear the phrase that a people deserves the leader that they get. Boston just took it up a notch.
Some nations elect Phds and other very smart people. We elect people who think that "it should be illegal" to criticize flawed leadership.
https://www.cnbc.com/2025/10/01/leon-cooperman-says-weve-reached-the-stage-of-the-bull-market-that-warren-buffett-warned-about.html
Another voice that is warning of market problems. “Once a bull market gets under way, and once you reach the point w…
According to WSJ, International Paper has shut down 9% of its box making capacity. Closing two plants in Georgia. About twice what was shut down during the Great Recession.
This is viewed as another big warning sign regarding consumer spending, ho…
Thanks.
Also add to what they can get from your phone and your car, that which they can get from your credit card usage, social media posts, home security systems, cameras, voice assistants, traffic cameras, and your entire circle of friends simil…
