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 portfolio and returns are quite close to @Observant1. I had almost no INTL equity allocation, so TR was about a percent lower. Same footnotes, basically. I had slightly more equity and slightly more cash.
Will be moving some MMF/TBUX to bond oe…
It is not about drugs. trump pardons drug kingpins. Opioids ran rampant during the first trump administration, they did jack squat as it tore through the nation.
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Just don’t call it Kentucky. While one of the reddest of states some of our politicians here, notably Thomas Massie and Rand Paul are the rare breeds in the GOP who boldly and repeatedly stand up to that fellow in the White House.
I knew I mig…
It isn't the maga voters that matter. He lost in 2020. It is about the swing voters, who may or may not be uninformed, but are sensitive to their pocketbooks.
And it is about far more than just ACA subsidies. Student loan forgiveness, Inflation, e…
And the artificial scents are abominable... AND they are actually unhealthy.
And then, there's the 15-20% of the population who has to SUFFER through each day with such aromas, everywhere:
(Hint: I are one.) https://en.wikipedia.org/wiki/Sensory_…
While on the topic, using too much concentrated detergent in a washing machine, particularly a high efficiency one, leads to a buildup in the outer tub that results in a mildew odor. The detergent causes the lint to stick to the plastic outer tub, a…
We have a zero scent policy around here. I often describe these so-called "fresh odors" as "25 cent a barrel perfume". No fabric softeners, scentless detergent, no scented candles, bare minimum air fresheners, only as needed. True clean doesn't requ…
"The last 10 years have been an ugly era for facts, marked by a drumbeat of untruths
and near-constant charges of 'fake news' from the decade’s most influential player,
President Donald Trump.
...
Comments: There were so many big lies this year (a…
Agree with all of the above. I am anticipating a shock to many, when their ACA subsidies evaporate. But, I think the stage is set to lay it at trump's bloated feet.
And education loan pressures are set to rise, as well. I suspect that a lot of fol…
am by no stretch a china optimist (especially for foreign investors), but they have been playing checkers while the gop have been playing with\for themselves. america has only leveled the field regarding corruption.
am much more optimistic regardi…
https://www.cnbc.com/2026/01/01/us-grants-tsmc-licence-to-import-us-chipmaking-tools-into-china.html
U.S. grants TSMC annual licence to import U.S. chipmaking tools into China
Not the most advanced chips, but still an olive branch.
The wins for …
10 degrees and snowing here, right now. I need the down time, so no biggie. Shoveling and snowplowing might be therapeutic for a day, or so. Had a good sleep.
Wifey made a big pot of chicken dumpling soup. Fridge is full. Several good TV series to…
@AndyJ
Per daffy Duffy above, even if it were this admin's program, $1.5B doesn't buy much in infrastructure, especially in a country like this one, where so much in that category is aged out or needs to be replaced for health reasons.
the amount …
I'm pleased to share some good news!
Donald J. Trump is utterly powerless in obtaining the release of a Colorado country clerk —
a vocal election denier — who schemed to manipulate 2020 election results.
We should send her to CECOT or Eswatini to s…
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Philip Esformes ran a massive nursing-home fraud scheme, bribing doctors to funnel patients and billing Medicare for unnecessary services for $1.2B."
Donald Trump Freed a Convicted Medicare Fraudster. The Justice Department Wants Him Back.
He …
"He has written about former Republican presidential candidate Vivek Ramaswamy:
'Never trust a chinaman or Indian … NEVER.'"
"He has said Black people behave like 'victims' because 'that’s their natural state …
You can’t change them,' adding: 'Pro…
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People are spreading lies about the fraud in Minnesota. Let me fix it for you.
- Most of the fraud that has been charged was uncovered 3 years ago and was heavily reported
- Tim Walz did not commit any of the fraud
- There is no evidence that th…
Awesome news, everybody. What a great week! trump just ended his effort to assault Chicago, Portland and Los Angeles with a military presence that none of those cities wanted!
Another win for democracy. Another step backwards for fascism
Also, let…
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A good time to wish everyone here a Happy New Year. Thanks for all you have done to make the board a joy to visit.
Agreed, I only post here and on one other forum presently. And barely on the other forum, at all. I like it here, thanks to the …
PM is mostly all that I use, anyhow. Mainly to pull together disparate accounts and run X-ray functions. The new PM doesn't appear to have the ability to combine separate portfolios that I use for grouping. Unless it does and I cannot find it?
"Markets can remain irrational longer than we can remain solvent."
Hope for the best, anticipate the worst, and rationally manage what we get.
Great strategy. Mirrors my own.
2026 will be interesting
- Bull catalysts: QE, Election year -- GOP will do whatever it takes to keep control, puppet Fed reserve chair, AI soars
- Bear catalysts: High stock market valuations, PM prices signaling $ decline, delayed impact of tariff…
In the thread about "stealth bailouts" there is commentary about silver buying at these levels due to short squeeze. How does that possibly figure into any of this?
