I thought Meb [Faber] had it figured out = IVY/N equal weight — if anything falls below 200dma, risk off. Perfect data-mining example. Now those nerds from Wes Gray & Crew are onto something. QMOM kicked PDP, MTUM. They have just add the growth derivative. I’ve been an investment professional with strict value discipline. Can’t just watch other assets run… I like a six lane highway. No trend follower could have called 12 months ago.
A trend follower would not have attempted to call the last 12 months or the last 12 years. That’s not trend following.