Received this request recently:
Hello, I would like to know your view on this article by John Taylor.
Thanks for the opportunity to clarify:
1. In my 4 books I address multiple historical instances where trend following was pronounced “dead”.
2. Trend following is not meant to be a currency only strategy. Diversification is mission critical.
4. Taylor sounds as if he is using fundamentals to explain trend following strategy. Trend following is a systematic technical strategy. There is no fundamental usage.