The core twin hypotheses behind I-System Trend Following and this newsletter are that, Market trends are far and away the most potent drivers of investment performance, and that Systematic trend following is the most reliable way to capture value from trends. But as I mentioned before, getting the best long-term results out of systematic trend … Continue reading Markets move in trends: the Cocoa edition
Talking finance and trend following with 2 vikings
Last week I had the pleasure of joining "2 Vikings" for a podcast interview. The 2 Vikings are Frank Nilsen and Stian Nicolaysen, two Norwegian podcasters and successful entrepreneurs (Frank was a top 10 podcast producer on iTunes). The unusual aspect of our long conversation (it had to be broken into two parts) was that our discussion converged … Continue reading Talking finance and trend following with 2 vikings
Market experts: crude oil to go to $12 or $65 or $150 or $380 per barrel…
It has long been my contention that in securities markets, prices lead and narratives follow, as I summed up in this 2016 article: "Market facts vs. market narratives." Yesterday we had another case in point: the price of Crude Oil rallied and the media rushed a slew of articles and commentary explaining the move. ZeroHedge … Continue reading Market experts: crude oil to go to $12 or $65 or $150 or $380 per barrel…
I-System Trend Following 