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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
Just posted all ratings to MFO Premium site through October using Refinitiv's data drop dated 17 November.
First time the update made same day Lipper drops data, early today Saturday. Soon, the updates will be same morning.
Month To Date (MTD) num…
Just posted all ratings to MFO Premium site through October using Refinitiv's data drop dated 3 November. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Aler…
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 27 October.
Nope, needed to roll back to 20 October. Will post again soonest.
OK, we're live again and current ... through 27 October. Plan to post rat…
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 20 October. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Al…
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 13 October. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Al…
Spent summer implementing two big changes to the offline number crunching routines (programs that take the Lipper month return data and derive our risk and return metrics):
1) hooks for ratings by SubType (i.e., US Equity) and Type (i.e., Bonds), …
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 6 October. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Ale…
Just posted all ratings to MFO Premium site through August using Refinitiv's data drop dated 8 September. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Aler…
Just posted all ratings to MFO Premium site through August using Refinitiv's data drop dated 1 September. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Aler…
Still working through a few issues after the upgrades (thank you Mark and Alfred), but for most part, we seem back on track. As always, if you see anything amiss, please reach out and we will address soonest.
Earlier tonight, posted all ratings to MFO Premium site through July using Refinitiv's data drop dated 18 August. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Lau…
All ratings have been updated on MFO Premium site through July using Refinitiv's data drop dated 11 August. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Al…
All ratings have been updated on MFO Premium site through July using Refinitiv's data drop dated 4 August. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Ale…
@stayCalm. I know. It's killing me. Made mistake of trying to add new ratings based on SubType (eg., U.S. Equity), which has delayed month-ending July ratings! Will post message to board when live ... soonest. c
Just posted ratings update to MFO Premium using Lipper's 28 July data file.
Descent July! If things hold today, I think we're about 1% of getting back above water since beginning of this Great Normalization cycle in January 2022.
Morningstar has never reconciled its Manager of the Decade award for Bruce with Fairholme's stewardship.
Here's its Fairholme Parent Rating "Q" assessment:
"Fairholme has a ways to go to become an industry-standard steward, resulting in a Below Av…
When it came to fame, the 1st decade of century, FAIRX was a much more docile fund ... relatively low vol. That changed in 2nd decade. Good to see the fund and its long-time believers rewarded.
One of the recommendations suggested at end of webinar was for David and contributing writers of the commentary to hold a brief telecom or Zoom session to answer questions about the issue. Perhaps, too, occasionally have one of profiled money manage…
Ha! Yes, 7.6% net gain (0.69 * 1.56) over 18 months ... or, 7.6% per month gain since January if you were lucky enough to apply the strategy.
It's easy ex-post.
All ratings have been updated on MFO Premium site through June using Refinitiv's data drop dated 30 June. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Aler…
@Sven.
@yogibearbull.
@Junkster.
Finally had chance to review the "longest bear market since the 1940s" statement in NYT and Barron's. Had several of us questioning.
I believe this declaration works if what's being measured is the time between the…
Posted May inter-month ratings update from last Friday's 11 June data drop ... it actually drops Saturday morning, but is labelled with date of last performance update. The update includes David's latest profile(s) on Leuthold long funds. See Profil…