The most detailed coverage of the decade's most egregious financial scam, TBO Capital: mutualfundobserver.com/discu…
Really worth checking.
Mohammed el-Erian: " get out of these distorted markets ... you have to look at short-dated fixed income, and you have to look at cash as an alternative." We have.
It took us two months to make the point: Powell plans pain, don't pretend it's over. Just don't. Kyla Scanlon makes the same point in 40 seconds for the "what's a gray hair" generation of investors: ow.ly/4ws850KF2wi.
Managing drawdowns, understanding taxes, helping the people of Ukraine. Surprised that it's in the March Mutual Fund Observer? You shouldn't be. ow.ly/us3J50I8IcM
The February issue of Mutual Fund Observer, with new voices and bit of ARKK Snark, has been launched. Find it at ow.ly/5wWp50HJezQ
Appleseed Fund is global, balanced, value, all-cap. Also independent, distinctive, impossible to shoehorn into a box… and good. The manager calls MFO's profile "One of the best summaries anyone has written." ow.ly/LSLu50FHd6d
Chinese stocks are down nearly 30% since 2/2021 and 13% in July. Seafarer is leading its EM peers by ~400bps and its index by ~600 bps over the month & quarter. It’s had one bad year (2018) and 7 peer-beating ones in its 9 year history.
Few EM managers are smart or brave enough to admit "my understanding of China’s future was outdated at best, and utterly misguided at worst." Andrew Foster’s reflection on the future of EM investing is a must-read: ow.ly/Z0jE50FGLRc
Welcome to the July Issue of the Mutual Fund Observer, which has been posted at ow.ly/ngkQ50FnfWH
Mutual Fund Observer retweeted
The April @mfobserver is out with a look at some market craziness that has nothing to do with April Fool's Day.
mutualfundobserver.com/2021/…
A fund for Human Kind, and The Next World War, dismissing the ESG bubble, and celebrating broccoli. The March 2021 makes sense of it all at ow.ly/5KPa50DNrI8
Mutual Fund Observer retweeted
MFO Premium Webinar: Guest Lynn Bolin and Back To Basics
Please join us.
This Tuesday, 5 January.
First session will feature my colleague Lynn Bolin, who contributes regularly to Mutual Fund Observer and Seeking Alpha. Second session will be overview.
member.mfopremium.com/2021/0…
New Year's Day weekend, Wk 17 for the NFL (and Cleveland is on the cusp of ... something), the 233rd anniversary of Georgia's ratification of the Constitution and the 2d day after the demise of 2020!
No better time for the January Mutual Fund Observer! ow.ly/XN3P50CYq71
Mutual Fund Observer retweeted
Always happy to open up a new @mfobserver, especially when David Snowball provides much-needed perspective on dealing with the coming of a difficult winter.
mutualfundobserver.com/2020/…
Rookie fumbles, three-legged stools, evolving trees, one fund rising from the dead and 50 gestating while 40 fall into their graves ... it can only be the November issue of Mutual Fund Observer! ow.ly/6yup50C93rT
Mutual Fund Observer retweeted
The October @mfobserver is a bit of a respite from all the news out there.
mutualfundobserver.com/2020/…
The September Mutual Fund Observer takes us to The Eve of Destruction, and back, tunefully. Along the way, guides to long-short funds and face masks, 41 manager changes and 50 liquidations and the madness of crowds. ow.ly/EvWc50BfoVs
Welcome to July, the summer of our discontent issue of the Mutual Fund Observer which is posted at ow.ly/K7oS50Anyxr
The “Welcome to Summer” June edition of the Mutual Fund Observer has been posted at ow.ly/9dJ650zWf0U