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Market Trends for January 2018
I was shocked, but not surprised, to see that at this week’s industry conference in Miami, 86% of Allocators asked by the organizer were looking for managers with a track record of less than 5 years!
Are you kidding me…
This means that only 14% of Allocators were focused on the managers with real long-term experience in this industry.
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Market Trends for December 2017
We should all stop intentionally, knowingly, consciously limiting, restricting, constraining our portfolios, so that they become so dependent on bull markets in bonds and stocks in order to deliver a decent return…
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Market Trends for November 2017
As the Year draws to a close, I’m reminded that the last calendar quarter is very often the best when it comes to trend following performance…
AND…so far 2017 seem to follow this tradition!
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Market Trends for October 2017
When I wrote about Shrek in my last blog post and the relevant question of “When Are We There?”…I had no idea that what looked to be “Far Far Away” (meaning a return of strong trends)…was just around the corner.
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Shrek & Managed Futures…Are We There Yet?
Remember back in 2001 when the first Shrek movie came out? I bet if you are a parent…you had to watch this movie more than once. I know I did. One of my favorite scenes in the movie is the when Dunkey keeps asking “Are we there yet“! And in a funny way this scene reminds…
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Market Trends for September 2017
This is one of those rare prolonged periods where the men are sorted from the boys when it comes to holding on to this kind of strategy.
But what is really interesting when you take a moment and look a little bit deeper, the apparent calm expressed by the Index of Fear (VIX) only tells part of the story.
Market Trends for August 2017
After seven straight months of low readings in the Trend Barometer, August brought a glimmer of hope and what may be in stall for the true believers of trend following.
After a painful drought in Trends, August showed some signs of recovery. Not helped by the news cycle that unfortunately had a busy month with renewed terror in Europe and the Kim/Trump standoff.
13 Top Traders Round Table with Michael Adam, David Harding, and Marty Lueck – 3of3
“Always be paranoid about [your strategies], and always be paranoid about every part of it.” (Tweet) Top Traders is bringing you Top Traders Round Table, a series of conversations with industry leaders on the subject of Managed Futures. On this special episode, my guests are the founders of AHL: Michael Adam who later co-founded…
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12 Top Traders Round Table with Michael Adam, David Harding, and Marty Lueck – 2of3
“That’s the challenge you face in systematic trading: it’s not to be really, really good, it’s not to be useful.” (Tweet) Top Traders is bringing you Top Traders Round Table, a series of conversations with industry leaders on the subject of Managed Futures. On this special episode, my guests are the founders of AHL:…
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11 Top Traders Round Table with Michael Adam, David Harding, and Marty Lueck – 1of3
“I do remember us having conversations about building something that would outlast us, but I don’t think we thought too hard about whether it would or not.” (Tweet) Top Traders is bringing you Top Traders Round Table, a series of conversations with industry leaders on the subject of Managed Futures. On this special episode,…
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