How much trend? – MAN
Today’s post looks at a recent paper from MAN on how much trend following to include in your portfolio.
Today’s post looks at a recent paper from MAN on how much trend following to include in your portfolio.
We begin today’s Irregular Roundup with private debt.
Today’s post looks at a paper from Meb Faber called All Time Highs.
We begin today’s Irregular Roundup with the US labour market.
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
We begin today’s Irregular Roundup with private debt.
Today’s post is another monthly roundup of the interesting investing tips I’ve noticed, plus a summary of my trades.
We begin today’s Irregular Roundup with rate cuts.
Today’s post looks at a recent paper from Wellington Management on hedge fund roles.
We begin today’s Irregular Roundup with rate cuts.
Today’s post looks at a recent paper from MAN on regime-based investing.
We begin today’s Irregular Roundup with inflation.
UK budget breakdown – income and spending
Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
Drawdown Strategy – Joining the Chain Gang
Stan Weinstein’s Stage System 1 – Charts and Buying
Tom Claugus – A Change of Plans
Becoming a Lloyd’s Name
John Bender – Question Everything
Investment Trust Portfolio 2 – Money Week
Freakonomics 4 – Names
Jamie Mai – Seeking Asymmetry
More
You could publish my trading rules in the newspaper and no one would follow them. The key is consistency and discipline.

