The Passive and The Active Investor | Harold de Boer, Transtrend | #104

  “Are you invested in something that, whatever is going to happen, you can say, ‘okay, I’m invested in that for a good reason and I know that’s why i have it’?” – Harold de Boer (Tweet) Katy Kaminski and I continue our conversation with Harold de Boer, and discuss his philosophy behind pure trend…

Trading In The Medium-Term Space | Harold de Boer, Transtrend | #103

  “The project was started with buying computers and getting data. That’s how far they were, so when I came there, they said, ‘we have computers and we have data, we hope you can do something with it’. For a mathematician, that’s a nice way to start.” – Harold de Boer (Tweet) Harold De Boer…

Market Trends for May 2018

Mamma Mia…with record temperatures being recorded in many places in Europe during May…the Italian Bond market set its own records.

What started out as a bit of a rumble in emerging markets…has now moved much closer to the heart of Europe.

The State of Institutional Learning of Investing | Nigol Koulajian, Quest Partners | #102

  “There’s more clarity gained not around the way the markets are, but the way people trade.” – Nigol Koulajian (Tweet) Katy Kaminski and I continue our conversation with Nigol Koulajian, and discuss if his strategies of working with, around, and doing the opposite of what many investors are doing, has given him any advantages?…

Why You Should Trust The Short-Term Over The Long-Term | Nigol Koulajian, Quest Partners | #101

  “People say, ‘how did you manage to raise so much money by losing so much?’.” – Nigol Koulajian (Tweet) Nigol Koulajian is the Founder and Chief Investment Officer of Quest Partners LLC, and has been designing and trading short-term and long-term technical systems for over 22 years. Coming from Columbia business school, many of…

Market Trends for April 2018

Q2 kicked off with an early sign of what many investors are fearing. A sell-off in both bonds and stocks at the same time. This of course is nothing new, we saw it during the financial crisis…but the truth is that it has not happened very often in the past 30+ years, mainly because the interest rate cycle has been going down.

The Importance of Transparency With Your Clients | Robert Sinnott, AlphaSimplex | #100

  “These are literally billion dollar questions. If you could answer any of these questions to any degree of satisfaction, you could put the rest of us out of business.” – Robert Sinnott (Tweet) In our continued conversation with Robert Sinnott, Katy Kaminski and I dive into why AlphaSimplex has been so successful, why Robert…

Understanding The Good and Bad of Machine Learning | Robert Sinnott, AlphaSimplex | #99

““I couldn’t resist the chance of working with a small tight-knit group of individuals who are focused more on the research, more on understanding the markets than just making money.” – Robert Sinnott (Tweet) From the very beginning, Robert Sinnott has studied the movement of the markets and how to anticipate their changes. Robert earned…

Market Trends for March 2018

As we wait for Spring to arrive in the northern hemisphere, the Bull market in equities cooled off during March, with many western markets dipping below the lows during the February “momentum crash”.

Trend followers has taken a lot of stick from uninformed investors who believe that this type of trading strategy would be able to provide a hedge for them during the 9 days of turbulence in late January and early February….find out how they responded in March…

Market Trends for February 2018

February was the month where many market trends caught the flu and inflicted pain on many investors.

Personally, I caught this nasty bug as well…and right in the middle of the Olympic Games in PyeongChang. But that was in someways lucky, as I had a free pass to watch all the television I wanted…including the Olympic Games.

It’s fascinating to see people at their peak, do incredible things…and make it look so easy.

Watching all this sport, made me think…

what if Trend Following was any Olympic Sport…which one would it be?

What do YOU think?

It took me a while to come up with my favorite…

It had to be a sport that would visualize the courage it takes to invest in a strategy that thrives from uncertainty and volatility.

Where you don’t try to predict but rather accept “knowing what you don’t know” and allow your positions to flow with where the markets take you.

Where the twist and turns in performance from time to time can hit you with g-force acceleration or deceleration (as experienced in February).

…but I think I found the perfect sport to do just that.

Watch this short video and you will see what I came up with 🙂