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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
Sorry for hassle mc.
It's so funny. These are displayed using embedded Microsoft Online Excel sheets.
But it seems to run faster with Chrome.
Still, I just tried with ie11 and it came up fine...all three sheets. Took a little longer, but it worke…
Hi mcmarasco.
I noticed that our spreadsheet had scrolled off-center and I corrected it. Hopefully, that was causing the issue you reported (thank you!).
It comes up for me now...screenshot of top view:
You should also see one for Asset Alloca…
it would be nice.
the world in order some how.
buy ge, watch it climb with its growth rate.
but nothing like these days.
i suspect at some level, we can point to the quants.
happy new year accipiter!
hope all is well.
c
I feel your pain.
Honestly, come to hate most CC companies.
Commenity Bank probably worst CC company I've experienced.
Never ending checks of charges.
When we first received the card, Google Drive made a $1 charge.
For Commenity, that's an inst…
For the third time in 15 years, Eric Cinnamond is stuck on the sidelines watching many of his fund manager peers profit from a late-stage bull market.
How does the author know it is late-stage?
I see the prospectus shows...
Oaktree High Yield Bond Fund (Institutional Class – OHYIX, Advisor Class – OHYDX)
and
Oaktree Emerging Markets Equity Fund (Institutional Class – OEEIX, Advisor Class – OEEDX)
I wonder if this means they will no lon…
Thanks equalizer.
Believe this is Oaktree's first retail mutual fund as named adviser?
I understand that they are subadviser to Vanguard's Convertible Securities Inv (VCVSX) and Vanguard Emerg Mkts Sel Stk Inv (VMMSX).
c
Ha! That too.
So, if I remember, January sucked in 2014 too.
Old_Skeet or someone even predicated a tough year based on first few days.
In 2014, the dips just turned out to be head fakes...for the market overall.
If only we could know in advance…
Understand MikeM.
This is a tough one.
On the one hand, folks bailed on Buffett in 1999. He stayed the same. The world changed.
On the other, I remember when Charles Akre launched AKREX in 2009. He was such a downer. The fund did badly out of the…
No worries.
I reached out to the source and here is response from Meb:
From: Mebane Faber
Date: Sun, Jan 4, 2015 at 8:09 PM
Subject: Re: GMOM Question
To: Charles
Just GAA is 0%, rest of ETFs are around 59 to 69 bps...and hopefully declining over…
Hi alaska.
Couple more questions...
What's your risk tolerance? On a scale 1 to 5. 1 being Very Conservative, hate seeing even slight temporary pull backs. To, 5 being Very Aggressive, which means you're ok with 50-60% drawdowns as long is there i…
Hmmm...the commentary looks correct, it's only GAA where Cambria is applying the 0% management fee. Unless you know something I don't, which is an easy do. c
Hmmm.
I know GAA has a permanent 0% management fee.
Did the management fee go to zero on GMOM too? (I hope I did not indicate that...if I did, will correct soonest.)
Believe it or not, ARIVX remains a top quintile performer, life time.
Basically, it had a strong first year in 2011. But it's spent time in the barrel ever since.
The hefty 1.47%, which goes to pay RiverRoad, Aston, and now AMG among others, while…
