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Author: Max Rottersman

This author has written 9 articles
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ETFs Overview February 2022

  • Post author:Max Rottersman
  • Post published:March 15, 2022
  • Post category:ETFs

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Charting Unemployment Data

  • Post author:Max Rottersman
  • Post published:October 1, 2020
  • Post category:Economics

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Are Muni Mutual Funds Being Played?

Are Muni Mutual Funds Being Played?

  • Post author:Max Rottersman
  • Post published:July 6, 2020
  • Post category:Mutual Funds
  • Post comments:0 Comments

As the old Yorkshire saying goes, “Where there’s muck there’s brass.”  What could be murkier than the municipal bonds that underlie muni bond mutual funds?  I count 666 muni/tax-free mutual…

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Massachusetts UI Borrowing Calculations

Massachusetts UI Borrowing Calculations

  • Post author:Max Rottersman
  • Post published:June 25, 2020
  • Post category:Economics
  • Post comments:0 Comments

Massachusetts (MA) began 2020 with roughly $1.7 billion on deposit with the U.S. Treasury (UST) for Unemployment Insurance (UI). As of June 20th, that balance turned negative, ($766) million. Although…

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Medium Article on Massachusetts Challenges

  • Post author:Max Rottersman
  • Post published:June 22, 2020
  • Post category:Economics
  • Post comments:0 Comments

https://medium.com/@maxrottersman/get-your-sh-t-together-massachusetts-bf197c51a14b?source=friends_link&sk=70938e2fca0cac9a6f84ce6d4c3a5ba8

Continue Reading Medium Article on Massachusetts Challenges
Massachusetts Unemployment Finances

Massachusetts Unemployment Finances

  • Post author:Max Rottersman
  • Post published:June 18, 2020
  • Post category:Economics
  • Post comments:0 Comments

Massachusetts began 2020 with $1.7 billion in its Unemployment Insurance (UI) Fund and $3.4 billion its rainy day fund. I estimate that the UI fund is now running a deficit…

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Will Fed Actions Spook Retirement Assets Away From Mutual Funds?

  • Post author:Max Rottersman
  • Post published:May 29, 2020
  • Post category:Mutual Funds

It isn’t news that in the past decade, investors have been moving their assets from higher fee fund products to lower fee products.  Since early 2019 a new trend may…

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Mutual Fund Securities Lending Data — Preliminary

  • Post author:Max Rottersman
  • Post published:April 8, 2020
  • Post category:Mutual Funds

MaxDatabook has extended its data warehouse to include securities lending.  Some preliminary findings. According to SEC filings, the average assets lent by mutual funds in 2019 was roughly $220 billion.…

Continue Reading Mutual Fund Securities Lending Data — Preliminary
Volatility Comes To Fund Town

Volatility Comes To Fund Town

  • Post author:Max Rottersman
  • Post published:March 31, 2020
  • Post category:Economics / Mutual Funds

What has been the net effect of the volatile markets on fund manager income statements? Because funds charge their fees daily, yesterday’s market prices only tell 1/20th of the story.…

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