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
Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
All ratings have been updated on MFO Premium site through November 2022. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fun…
All ratings have been updated on MFO Premium site through October 2022. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund…
All ratings have been updated on MFO Premium site through September 2022, enabling 3Q review. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfoli…
All ratings have been updated on MFO Premium site through August 2022. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund …
@LewisBraham
"I also think the longer a bull market goes on, the harder it is for active managers to sidestep downturns because there is such intense pressure to hold the market's favorite stocks."
Beautiful!
Yes, in latest commentary, both Grand…
All ratings have been updated on MFO Premium site through July 2022. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund Fa…
All ratings have been updated on MFO Premium site through June 2022, enabling mid-year review. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfol…
Thanks @hank!
I find returning to M* Conference each year a sort of touchstone.
Sure, trends of moment present and pervasive.
But then folks with longer view persist.
Honestly, feel fortunate each time I get to attend ... no different this year,…
All ratings have been updated on MFO Premium site through May 2022, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund Family …
Yes, I agree. Thank you, Hank.
"A growing land war in Europe and a growing U.S. role providing weaponry; a tightening Federal Reserve; A near total Covid lockdown in China (easing at present); Supply chain shortages; Near dysfunctional politics; Gr…
“There will be no recession this year, some summer increase in consumer activity on the back of reopening, China increasing monetary and fiscal measures.”
That's beautiful.
Since all this is about predicting the future, at some level, we can find …
My translation: Money managers want to (and should) focus on executing their strategy, not fund performance.
So, these performance numbers that we (I) call attention to, especially short-term ones, are: "Not important ..."
Sometimes I think money …
After brief March respite, markets continued to sell off in April, especially tech and bonds.
Other than pure energy bet or market short, alternative funds may be only bright spot. AQR boasts nine with double-digit returns YTD.
The Decline Continu…
Yesterday, all ratings have been updated on MFO Premium site through April 2022, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search,…
Vank appears very happy with the fit: has known Carl long time and "we are philosophically the same." Zeo's fund strategies remain, just different brand name. Marcus and he remain PMs and Paige still is client services' contact. Sounds like it becom…
Ha. What am I missing?
Why not put 100% into a 1-mo CD and then roll it over into another 1-mo CD? Does that not up to like 9% if done for next 12 months vs 1-yr CD at 1.6%?
Assuming 1-mo rate continues of course.
