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.
Support MFO
Donate through PayPal
"Did you blink?" D.Snowball's April First newsletter-commentary.
Excellent read imho regarding current market conditions, what to possibly expect in the near future, several funds/managers' opinion. Get your cash/bucket list ready / and several ideas to help out local communities/others
Sorry for the early-month silence. This whole "running a college by remote control while fretting every time your throat tickles" thing is enormously time-consuming, and surprisingly tiring.
We tried to avoid trivializing the pandemic by having a bunch of fund-specific pieces in the issue. The hope was to keep reinforcing the "breathe, plan now, act later, we'll get through this together" ethos.
Traffic is down by about a quarter from the same week a year ago. That's partly, I think, the desire of many folks not to look. And, too, our late launch on April 1, occasioned by the aforementioned "running colleges" challenge.
May's an anniversary issue. Hoping for a good one. A couple Launch Alerts are cued up (GP US Stalwarts, T Rowe Price Global Value Equity). Maybe profiles of Bruce (BRUFX) and T Rowe Price Multi-Strategy Total Return (TMSRX). Might update the RiverPark Long/Short, since it's atop the top performing fund in its universe over both the short- and intermediate term. And thinking a lot about the question of where to look for the next phase of the market.
Comments
Sorry for the early-month silence. This whole "running a college by remote control while fretting every time your throat tickles" thing is enormously time-consuming, and surprisingly tiring.
We tried to avoid trivializing the pandemic by having a bunch of fund-specific pieces in the issue. The hope was to keep reinforcing the "breathe, plan now, act later, we'll get through this together" ethos.
Traffic is down by about a quarter from the same week a year ago. That's partly, I think, the desire of many folks not to look. And, too, our late launch on April 1, occasioned by the aforementioned "running colleges" challenge.
May's an anniversary issue. Hoping for a good one. A couple Launch Alerts are cued up (GP US Stalwarts, T Rowe Price Global Value Equity). Maybe profiles of Bruce (BRUFX) and T Rowe Price Multi-Strategy Total Return (TMSRX). Might update the RiverPark Long/Short, since it's atop the top performing fund in its universe over both the short- and intermediate term. And thinking a lot about the question of where to look for the next phase of the market.
Cheers to all,
David