Keeping Score for February 2020

I’ve just updated my Keeping Score page for February and year-to-date.  What a strange time!

Keeping Score for January 2020

I’ve just updated myKeeping Score page for January.   weaker world economy = interest rates lower for longer = more buoyancy in stock markets

Keeping Score, November 2019

I’ve just updated my Keeping Score page for November.  Given the absence of mutual fund selling in October, not a bad result.

Keeping Score, September 2019

I’ve just updated my Keeping Score page for September 2019.  No sign so far of the traditional actively-managed mutual fund selloff in advance of the Halloween yearend.  I wonder why.  Is this a function of the AI era?   …the fact that passive money under management exceeds actively managed?   …is selling just late?

Will no selloff now mean no 4Q rally?    …that would be my guess.