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
Becoming a Lloyd’s Name
Michael Platt – The Art and Science of Risk Control
Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
Stan Weinstein’s Stage System 1 – Charts and Buying
Leverage for the Long Run
Van Tharp 7 – Stops and Exits
Freakonomics 4 – Names
Stan Weinstein’s Stage System 3 – Selling and Shorting
John Bender – Question Everything
More
Every battle is decided before it is ever fought.

