Tag Archives: mutual funds

Fund flows drive markets, and they suggest many months of misery.

Having (with partners) founded and managed a mutual fund company, I can share some insights when it comes to timing markets.  Some say it’s impossible, but the data (and experience) suggest otherwise. For instance, just before the COVID-19 mayhem which … Continue reading

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What a ‘tsunami’ of mutual fund redemptions will mean for markets.

Having founded and managed a mutual fund company, I can see the writing on the wall.  A wave of ETF selling has taken place (and will likely continue) because it’s easy to pull the trigger on a publicly traded fund.  … Continue reading

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Hold on to your bond ETF’s: It’s a RECESSION!

There are a enough indicators to suggest we’re already ‘in’ a recession.  But, you say, GDP stats that have been published remain positive.  As I learned decades ago, historical data doesn’t tell us much – its published with a delay … Continue reading

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Rising i-rates: More than bonds will get hammered!

In a recent “Investor Alert” the Financial Industry Regulatory Authority (FINRA) warned the investing public: If you have money in a bond fund that holds primarily long-term bonds, expect the value of that fund to decline, perhaps significantly, when interest … Continue reading

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Rule #1 – Never Panic! Fiscal Cliff is not a crisis!

In my book it’s no accident that Chapter 1 is entitled Never Panic! What Crisis? Of course when writing the chapter I was referring to the financial crisis that enveloped us a few short years ago, but in my mind … Continue reading

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