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 that I hold these long, if they deteriorate, they will be gone ASAP. Their only purpose is to do better than my ultrashort fund. The BL beats on the 1-mo and the 3-mo, but seems to be slipping on the 5-day. I'm thinking that I missed their r…
Yes, I've seen reports there was only one working camera in the "area" and it was actually missing about three minutes, clearly had been edited, and definitely not the raw source video. Clearly Patel and Bondi are lying, and not even doing a good jo…
Murdoch is a bulldog and far more astute than Trump. They will look to depose Trump under oath and dig up all sorts of things to ask him based on his never-ending blathering. Overall, this will drag out the Epstein narrative for years, if Trump does…
I just had a talk with a friend about diversification etc... He was talking about 60/40 US/INTL and I was talking about just US. So I went and did some back testing using VTSAX (total stock) and VTIAX (total intl) Since 2010, US/INTL only beat US…
Yes, that is indeed an irony. And not just in California. I expect this attempt to remove agriculture workers to fail spectacularly. And H2A visa modernization will be interesting. At present migrant farm workers earn under $2/hr. H2A visa requires …
Not the only time:
https://ufw.org/UFW-s-national-Take-Our-Jobs-campaign-invites-U-S-citizens-to-replace-immigrant-farm-workers/
With the majority of U.S. farm workers undocumented, the United Farm Workers is launching a national campaign challeng…
It’s getting interesting. Trump may need to move to the left to save his a** eventually as the right fragments. Won’t happen overnight. I’d say Musk (“Who me?”) is quietly behind a lot of the increasing dissent on the right.
(Disclaimer - My view…
Hank,
I agree with your assessment of the WSJ.
I've found most of their articles about business, investing, etc. to be well-written and informative.
There wasn't much (if any) evident political bias.
Definitely can't say the same for the editorials…
although rumors greatly excite the q-anon types embedded deeply in the gop, skepticism is warranted if/when facts are revealed.
it is certain MAGA loses interest when facts emerge, and there will be no shortage of rightwing media, congressmen, and …
I agree with the folks who say that if 1000 people are tasked to this job, there will be many holes in the bucket, Dear Liza.
I am greatly enjoying the huge hole they have managed to dig themselves. And we know that with MAGA, and its little broth…
He comes here to plant political flags, pretending he isn't. Mainly though, he isn't engaging or interesting enough to banter with. A Reddit level troll.
The elephant in the room is that the economy was strong as heck in 2023/2024 and handed to t…
...
Trump went on to suggest that all of the files from the federal investigation into his late friend, the convicted sex offender Epstein, should not be released because they might include false information about him planted there by his Democrati…
I assume that the above is tied to the threats of secondary sanctions?
https://www.cnn.com/2025/07/13/politics/russia-sanctions-bill-trump-senators-bipartisan
"The legislation, which would allow the president to levy a 500% tariff on imports from …
There are a lot of reports that Russia's economy is already on the verge of collapse.
https://www.bloomberg.com/news/newsletters/2025-06-26/russia-s-war-economy-is-finally-catching-up-with-its-banks
https://english.elpais.com/economy-and-business…
"We were wrong. We are wrong. And we're going to be paying for it for a long, long time." - A sentiment held by both Randolph Duke and many MAGA voters.
Yeah, just saw that. My thought is the same, perhaps they floated a trial balloon by "leaking" this supposed news, then did not like what they saw.
Though, the wording of "highly unlikely" is making me think the firing may yet happen, sooner than …
This is going to get really interesting. A politically forced rate drop at the onset of an uptick in tariff-induced inflation. It makes me wonder what they think is going to happen if they don't force a rate cut? And why they are not worried about a…
Had not heard them before, but that song is pretty timely. I do like the Bluegrass style (along with rock, folk and more).
A favorite of mine, with some solid banjo picking, mainly starting at the 5 minute mark.
From a great storyteller: Robert Ea…
Oh, heck yeah. One of my favorites on the album. I do like his later stuff too, especially "Roll Me Away" and "Turn The Page". I watch a lot of concert footage on Youtube, old, new and in-between.
Here is a great little medley I ran across recentl…
AH, Mr. Seger. Another great story teller and with the beat to fit the song. I'm proud to state that I have their 1st studio album parked upon a shelf at the house (played about 20 times). Titled Ramblin' Gamblin' Man. The group was named at the tim…
It's not surprising when someone cherry-picks random data in a vain attempt to score a victory for "their side."
The customs duties are not free money.
How will tariffs affect U.S. consumers' finances and spending patterns?
What will be the impact…
Core inflation is actually 2.9%, economists are saying that the full impact of tariffs has yet to be realized.
“While inventory front-running has mitigated the need to raise goods prices, it will become increasingly difficult for businesses to abs…
"Trump justified the latest threat to increase tariffs by pointing to fentanyl trafficking — even though America’s own data shows that less than 0.1 percent of fentanyl seized by U.S. authorities was at the Canada-U.S. border. He also railed against…
M* published a good article today regarding the U.S. dollar.
Key Takeaways
• After the dollar’s steepest half-year drop in decades, investors see continued declines ahead.
• Receding confidence in the dollar is driving investors to sell dollars an…
I think that eventually they will be begging for a return of these workers, by expanding the visa program. The wages will be much higher for legal migrant workers. They cannot keep simply paying off the farmers with taxpayer dollars. You cannot ask …
for me its about liking the type of stocks that pay a dividend vs investing in them BECAUSE of the dividend. the dividend is just the natural outcome of investing in older stable companies. reinvest them if you don't want them.
...
This is my…
The cherry on top: the U.S. has a trade surplus with Brazil. Apparently the balance of trade no longer has anything to do with the tariff madness. It's about his petty grievances now.
And we have a winner!
