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.
From Matt Levine's newsletter:
Twitter’s biggest shareholders, according to Bloomberg’s holders page, are the Vanguard Group, Elon Musk, Morgan Stanley, BlackRock Inc., State Street Corp., Aristotle Capital Management, Fidelity, Jack Dorsey, ClearBr…
Yes:
"BlackRock Russia exposure down $17 billion since February, company data shows"
☞ Link to Reuters article
Perhaps BlackRock director Ford believes that the present share price reflects a decrease well in excess of the obvious Russia writedown…
As JonGaltIII observed, "Content is king".
Many years ago, when Netflix had the option of subscribing via DVDs, we were subscribers because of the huge variety and depth of content, much of which was not "mainstream". When Netflix went streaming-on…
The WaPo is interesting, in that it maintains it's historic "left-leaning" reporting and editorial perspective despite being owned by Jeff Bezos, who is not exactly known for his pro-union left-leaning propensities.
@BenWP- Thanks for your comments. We have subscribed to the print edition of the WSJ for many years because of their reporting- most certainly not because of their editorial garbage. Additionally, we subscribe to the print editions of The Economist …
"Article is from WSJ, owned by Fox News"
Not so. Fox "News" is also a unit of News Corp. There is no management connection between the two operations.
• What is the Journal's ownership structure?
Dow Jones & Co., a unit of News Corp, publishes…
@Mark- From my reading I believe that China has refused to use "Western" vaccines for the most part. They are evidently using Chinese vaccines, at least for the general population, and those have indeed been reported to be in the 50-55% effectivenes…
Just a guess, trying to read rono's mind: Stalingrad (Volgograd) is the fifteenth-largest city in Russia, and more or less equivalent to some of the Ukrainian cities being destroyed, but not as critical as St. Petersburg or Moscow.
"I'm not flying as long as masks are required, anyhow."
Rather missing the point, it seems to me. More like "I'm not flying until I am reasonably certain that I will not be seriously or fatally infected by the passengers seated around me".
And whe…
From that article:
"The United States may also be in the midst of an extended period of dysfunction that will forestall the establishment of a new political order, left or right."
This is what I see. And without "the establishment of a new political…
@catch22- As Derf pointed out, your advice to them was (and is) valuable, as you've given them a platform to start in the right direction. Introducing "what to think about" regarding investing is surely important and helpful.
Mike's observation is…
@hank- No cause to be so negative- lots of things are looking up!
- Inflation: Up
- Supply Chain Delays: Up
- Materials & Finished Product Supply Shortages: Up
- Latest Covid Version: Up
- Russian Aggression: Up
- Gerrymandering & Voti…
Yes, I agree. I would think that Intel is a better bet going forward than HP. Intel is investing heavily in new manufacturing facilities, and their "moat" is the value of their intellectual property in the ongoing design and production of ever-more …
And a world-wide perspective via NPR:
Global food prices hit their highest recorded levels last month, driven up by the war
Excerpts from that report:
A United Nations agency says the war in Ukraine sent food commodity prices soaring in March to t…
Bingo! Here's excellent substantiation from NPR:
Walmart will train scores of warehouse workers as truckers, starting at up to $110,000
NEW YORK — Walmart workers who once unloaded trucks now have a chance to drive them.
The nation's largest retai…
