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 dont see an overwhelming amount of factors against the typical jan effect.
but it may not last the entire q1 2026.
https://www.mutualfundobserver.com/discuss/discussion/65194/jan-effect-2026#latest
i suspect today's broad dumping of precious met…
@rforno
Excellent thread. I have no real opinion, per se. I can see arguments that this can go on longer than is rational. And arguments that it is a reasonable proposition. And arguments that valuations matter. And/or that a "backfill scenario" can…
Court disputes may now move from contract pauses/cancellations to long-term lease pauses/cancellations.
Some land-leases are for 50-100 years and if they can be pauses/cancelled on short notice, many businesses will be affected.
Really cogent poin…
trumpedo tells his technofascist supporters to suck energy from any\every source, and china deploys an 'india's-worth' of renewables each year. (not mention probably redirecting taxpayer funding for his fusion\social media scam)
i can't imagine tr…
"The Interior Department’s description of its decision "said the Pentagon had produced classified reports" that found the wind farms posed national security risks and that an unclassified report from the Energy Department had found that wind farms c…
What an awesome opportunity to engage in genuine debate. Set aside all of the debate fallacies and "politics" and engage in discussion about free-market capitalism in a true pro/con fashion. To look at facts, data, results and form an empirical foun…
When trump was running in 2024, many supporters claimed that he would keep us out of foreign conflicts, as a rationale for voting in a convicted felon. Now he has bombed Syria, attacked Argentina several times, and is planning a second attack on a n…
@DrVentre " I actually don't think you can blame the loss of J Love at all. "
I guess we'll never know after TWO penalty hits on Love! Maybe that was pay back after Packer player dumped McMahon on his head many years back.
No, and please don't thin…
A chronic liar who says prices are dropping when everyone knows they’re rising."
FD’s favorite store, according to his post: "Each Friday I start with Aldi, then go to Walmart." Irony at its best.
America's affordability crisis is putting Aldi in …
"Trump has revealed himself in ways his first-term handlers wouldn’t allow — as a sociopath
...
"Trump has precipitated a long-overdue reckoning.
That reckoning has revealed the rot."
...
"America’s so-called 'leadership class' is a sham.
Most of …
@old_joe @ Catch22 @Mark
Appreciate you all!
After drop off at O"Hare and return in moderate rain (at 85 MPH) I ate, helped wife with a few things, changed two beds and cleaned two bathrooms. Fight took off, so I am all good for heavy relaxation.…
@DrVenture,
I'm sure that you and your family will remember this Christmas for a long time to come!
I'm glad that your wife is feeling much better now.
How memories are made. lol
@DrVenture I had my gallbladder sucked out about 18 months ago. I didn't have any negative reactions from my existing diet, but I was careful about 'which' food intakes for a few weeks. But, be sure to be mindful of the discharge papers and any not…
Norad Santa wasn't Doge'd? Been following it with my son for decades. Always a source of Xmas spirit. I seem to recall them having a landline phone number at one time.
As Christmas Day is almost over it's time to start assembling the ingredients for Hoppin John. "Hoppin' John is one of those classic Southern dishes that come with as many versions, stories, and flavors as there are cooks. At its core, however, Hopp…
Belatedly, Best to all!
This has been extremely hectic. Took the wife to an ER on 12/17, they diagnosed gallbladder infection and she was not released until 12/24 (Christmas miracle). Due to blood infection we have been at the infusion center each…
Me too! I go there, and "whine", "what was I thinking? This is a madhouse". Ours gets super busy, as the area has been on a robust growth trajectory for two decades. And it is the only one nearby.
I have only been ice-fishing once. It was on the mighty Mississippi at its widest point. More lake like than anything. My friend, who lived in the area, Southwest WI, had a homemade ice-fishing tent on a sled. It was cold and miserable and boring. T…
Oh wow, some things that didn't exactly work out there! These are reasons to "ignore" the self-annointed "expert" who has created his own venue to spread unsolicited "advice".
Great find @a2z Really puts a fine point on the pencil, because as we…
...
Comments: Donald J. Trump has implemented a 'divide and conquer' strategy to pit 'us against them.'
It's a classic authoritarian maneuver executed by a narcissistic, feeble-minded man who clings to power.
Donald J. Trump, however, will be humil…
Don't forget, "I'm rubber, your glue". It's a classic!
Man wasn't that economy that Biden created awesome? After the time it took to fix the previous administration's screw ups, we had two consecutive years of +25% S&P gains. And quarterly GDP …
Not a good week or time here either. "Sen. Alex Padilla (D-Cal.), in June, was manhandled, thrown to the ground, and hustled out of the room when he simply tried to question Homeland Security Department Secretary Kristi Noem about federal immigratio…
"In one sense, I almost feel sorry for him."
I feel really sorry for his immediate family.
Oh, how they must suffer!
Unless, somehow, there are ALL exactly the same, via genetics or modeling. Then, they deserve each other.
I guess it needs to be said - again, for the slooow wildebeest. I’ll say it like Trump, in ALL CAPS. Maybe that resonates? POTUS IS NOT RESPONSIBLE FOR ALL GOOD THINGS THAT MIGHT HAPPEN IN THIS ECONOMY!!!!!
Everyone: repeat after me.
Wow, a 9yo piece from PK?
What else you got?
You are one weak arguer sometimes.
Plus, diminish any source that he doesn't 'approve of'. Literally, only seeking opinions he embraces. Close-mindedness. Then grasp all the things maga is known f…
@FD1000, trump fires the statisticians, then shuts down the government, and suddenly the number looks good coming out of the government. That’s not leadership, that’s fraud with a press release.
Nailed it! And succinct.
A quick highlight of the relevant points, from my POV:
My comment: Since no one knows what is going on with this data, anyone attempting to take credit, or attribute it to current policy (tariffs specifically) is not to be trusted and certainly co…
Thanks @Old_Joe I was hoping that someone would post an interpretation, no time for me much this last week due to unexpected circumstances.
To be clear, I wouldn't accept a press release from any party, POTUS or politician ever, as truth or gospe…
If the data is seemingly good, it is trumpeted. The bad data? Buried, dismissed, ignored, let the gaslighting commence. @JD_co Yes, this economy has been resilient for several years. Note that the markets are not exactly rejoicing here.
There are …
The question is that if what they are doing is defensible, why did they going to extreme efforts to keep it from the public? Why not bleat about how necessary and good it is.
CBS = Conservative Broadcast System
I never watch network television or…
Employment stagnation, diminishing wage increases and higher inflation only serve to make the middle class weaker. Trumpeting that they raked in $200 billion in new taxes in less than a year is not the flex they want it to be, either.
