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A publication of Mecox Bay Research

Quarterly reviews

Every quarter, on the record.

At the end of each quarter John reports what the strategy returned, how far it fell below its starting value along the way, and what each sector’s signal did. Every quarter gets a review, whichever way it went.

Quarter-End Note October 12, 2026 New

Three Quarters, Three Gains

Energy led the third quarter while technology funds slipped. The strategy gained almost 1% percent, its third positive quarter in a row, and is up 6.52% percent for the year, close to a 60/40 fund that went down, up and down again.
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Quarterly Review September 30, 2026

Third Quarter Review: Up 1%

The strategy rose 0.99% and spent one day below where it started. A 60/40 balanced fund lost 0.57% over the same three months. An interactive chart shows every day of the quarter and which sectors were held.
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Quarterly Review June 30, 2026

Second Quarter Review: Up 2.6%

The strategy rose 2.56% and spent two days below where it started. A 60/40 balanced fund gained 9.58% over the same three months. An interactive chart shows every day of the quarter and which sectors were held.
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Quarterly Review March 31, 2026

First Quarter Review: Up 2.8%

The strategy rose 2.84% and spent no days below where it started. A 60/40 balanced fund lost 2.44% over the same three months. An interactive chart shows every day of the quarter and which sectors were held.
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Get each review as the quarter closes.

Quarterly reviews go to subscribers first, alongside the weekly signal readout.

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