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.
"Press 98 if you're frustrated and wish to terminate the call, which is what we've wanted all along. Every CSR we have to hire reduces the CEO's pay, and we can't have that."
I owned the AQR equity market neutral fund (QMNNX is the N share class) in 2016 and a chunk of 2017, when it was doing extremely well -- and then it took a dive until 2021-ish. It's done very well again since.
It's done better overall vs. QDSNX sin…
NC State has come out of no-where to win the ACC tournament and now deep into this tournament. Clemson wasn't great either all year, but they both got hot at the right time.
I haven't read enough about NC State to have any idea what might have jell…
Two top guards had less than stellar games, and out go 2-seed AZ and 1-seed NC.
Good on Illinois - best they've done since getting all the way to the championship game in 2005, with a terrific three-guard offense. They were sure fun to watch.
Ma…
It matters a lot what the specific investments were. Value equity has done poorly compared to growth, and your bonds were probably whacked since 2021 (especially if your sector allocation was index-y, and duration was about the index/aggregate or lo…
"Underfunded" is the operative word; much of that touted replacement funding (for the cuts of the last decade) in the bill last year has been swept away in budget "negotiations." Guess who's behind those cuts.
They can't keep their website up to da…
Thursday: UConn vs. San Diego St., Iowa St.-Illinois, North Carolina-Alabama, Clemson-Arizona. Getting into "must watch" territory for every game.
Gonzaga-Purdue Friday.
Give me basketball over the latest criminal news forever and a day.
@Crash, Oregon had three contributing players out for the season with injuries. They rode (primarily) Couisnard and Dante as far as they could, and it was enough to win the Pac-12 tourney, which is the reason they got into the Dance at all.
The on…
Like Mark Few said in the post-game, the Zags played 40 minutes of great offense and 20 minutes of great defense. That's good enough to beat just about anybody. They seem to be jelling at just the right time, tho of course there's no guarantee they'…
Bad call on that great block at the rim by the Samford player, which changed the last-minute situation entirely, but that's the way it goes. With the speed of the game, refs just can't get everything right.
The charge that the Mountain West conference got shafted in seeding (a talking head talking point Sunday) picked up a vote in the First Four 10-seed matchup last night, with Colorado State's drubbing of Virginia. Too bad Virginia's spot couldn't hav…
Okay, right, and two of those times were in the tournament, both in the Sweet Sixteen: 75-74 in 1998 and 98-92 in OT in 2006.
https://en.wikipedia.org/wiki/Washington_Huskies_men's_basketball
I missed WI-Purdue, dang it. But I did see Houston get run out of the gym by Iowa State and NC State whack the Tarheels. With Tennessee going down and the Ducks whipping Arizona, it hasn't been a great few days for the top-ranked teams ... except UC…
@Crash, basically those are just stats that account for things like strength of schedule and road-home-neutral site wins and losses, that go beyond the bare win-loss record.
I've been wowed by the U. of Houston team - first year in the Big 12, won the regular season title. I don't think I've ever seen a better half from any team at any level than their first half against Baylor a couple of weeks ago, at Baylor. But UH c…
That's great; practical, sustainable solutions for local people and climate. The style of practical design reminds me of CATIE (kah-tee-aay), a tropical research & education center for Latin America and the Caribbean that's been around for fifty…
They sure looked good against Kentucky a couple of weeks ago, the only time I've seen them play this year. Maybe they'll get in as a 12 seed (53 upsets in tourney history by 12 over 5).
Really good column from David French. Like it that he noted what the court did was "invert" the role of Congress in 14A - i.e., flipped the whole thing upside down.
Unfortunately, the not-so supremes could make the question they set out to decide what constitutes constitutional actions in office, rather than simply rejecting the absolute immunity claim Dump is making, which the circuit court shot down. Going th…
The questioning (whenever the pro-Trump court of political hacks gets around to it) needs to reexamine the one a circuit court judge asked in the previous round: if Trump has immunity from the crimes he committed, what's to stop a prez from ordering…
If the US$ were ever to turn convincingly south again like it did in the oughts, that would be the only situation where I'd consider pure EMs again - equity or bond.
Georgia is potentially a big problem. It's the only criminal case (so far, at least) that isn't federal. If it's dropped (as opposed to being delayed, which seems now to be a fairly good bet), every other case has a potential Prez pardon hanging ove…
Looks like the game will be played in the brief interlude between storms; there's another winter storm watch posted for the Buffalo area for Tuesday-Thursday.
Go Bills! I want to see the latest iteration of KC-Buffalo next week, in Buffalo!
Meanw…
