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.
@Sven- Are you also suggesting that we should "gut" (eliminate) environmental regulations? Somehow that doesn't sound like you.
Gut may be shorthand for simoleans, among other things, like political will.
There are projects at, or close, to comme…
@Old_Joe, i firmly believe that refining rare earth metals can be done in US on commercial scale without changing the existing environment regulations. There are established processes to treat waste created responsibly. Here is where government sub…
Apparently having a near monopoly on rare Earth minerals and cheap labor is a better negotiating position than tariffs, which China can apply too. Ready, fire, aim! Xi can say whatever to string things along, until our "deal makers" finally see the …
Where the line is drawn on "genuinely bad" is hard tp define. It is already pretty bad when the debt servicing is absorbing ~$1.2 trillion in interest annually.
F>>>>0 - if you believe the thread is heading into no-no land why do you even bother reading it? These days one could make nearly any topic political w/o much effort at all. Just like you do with some of your comments.
Yes, anyone can e…
At least the myth that one party is fiscally responsible can finally be set to rest. Yep, both parties have had a hand in it. We did have a balanced budget in Clinton's time. Then GW tossed it and went on to double the debt during his term. The wors…
No need to predict anything, the 2025 GDP numbers will tell the tale. Way too early to assess the impacts of the many substantial changes. The data will reveal all, everything from trade deficits to budget deficits.
There is a difference between ignoring what is happening economically and investing solely on political beliefs. For instance, tariffs were boldly promised and lots of money has been made betting that Trump would chicken out.
All information shoul…
As I said elsewhere, it's getting to the point where we're not going to be able to trust economic data released by the US government -- either due to the effects of 'DOGE' and the blind downsizing of government offices in recent months or it might g…
What I find interesting is that this is basically market driven, not from regulation. maybe that is why it hasn't resulted in the usual denial and partisanship. When investors and boards take action, it is the free market speaking.
The second link…
Maybe this is finally it. Personally, I've been burned by supposed value rotation before.
I own no value funds. I suppose I do own value stocks, but that was never my rationale for buying them. I do think I might pick up some XOM, if it comes down a…
Been a buyer since last week. More dry powder available, but wondering if the rout may be over. Planning my next purchases or ready to take profits, either way.
Last two purchases are 100 K @ $63.60 and 85 MMP @ $35.20, plus $20K of LCG OEF at COB.
Yeah, great thread. Very informative. And in addition to "green hydrogen", battery storage solutions have been improving at a breakneck pace, mostly due to research and engineering into EVs. Merely 10 years ago a tiny subcompact like the Nissan Leaf…
Back in 2010 when faced with a similar dilemma, CDs coming due and a dearth of good fixed income options I decided to pay off my mortgage. At that time my fixed rate mortgage was 5 3/8%. Refinancing might've gotten me to around 4 1/4% with around $2…
