When trend following goes well it goes well, right up until the time it doesn’t….
I post this article for two reasons. The numbers involved are staggering and it is indicative of a structural change in the investment markets.
It is always interesting when your email is publicly available – this means that sometimes the public writes to you and today was no exception. My winner for email of the week is the chap who wrote to me today and see he was suspicious of financial markets because his broker was spying on him…Details
This is a question that tends to get posed at boardrooms and dinner parties any time the market has had an extended run. Whenever, someone poses this question to me, my immediate and somewhat flippant answer is don’t know and don’t care. My response is based upon the notion that I feel it is the…Details
This goes some way to explaining why my domestic equities portfolio has been a little lacklustre. Could be worse I could be investing in UK stocks.