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Latest from Trend Following
- August 22, 2014Ep. 267: Dennis Gartman Interview with Michael Covel on Trend Following Radio
My guest today is Dennis Gartman, the editor and publisher of The Gartman Letter. Gartman appears on CNBC, ROB-TV and Bloomberg television, discussing commodities and the capital markets, and speaks before various…
- August 22, 2014The Narrative as Valuation
Aswath Damodaran writes: If one extreme of the numbers/narrative spectrum is inhabited by those who are slaves to the numbers, at the other extreme are those who not only don’t trust numbers…
- August 18, 20141929 Wisdom
From John Hussman: Galbraith reminds us that the 1929 market crash did not have observable catalysts. Rather, his description is very much in line with the view that the market crashed first,…
- August 16, 2014Danger Real; Fear a Choice
Money management, or position sizing, is a critical component of trend following trading success: Consider wisdom from Ralph Vince: You want the fewest moving parts (less parameters and less system rules) in…
- August 16, 2014The Scientific Method: An Explanation For Explanations
Nathan Myhrvold, CEO and Managing Director, Intellectual Ventures; Co-Author (with Bill Gates), The Road Ahead; Author, Modernist Cuisine, writes: Humans are a story telling species. Throughout history we have told stories to…
- August 15, 2014The Fundamental News Is Often Made Up; It Is Fake
A friend of mine once relayed a great story: A good friend of mine was once employed as a reporter by the largest commodity news service at the time. One day his…
- August 14, 2014Ep. 265: Leo Melamed Interview with Michael Covel on Trend Following Radio
My guest today is Leo Melamed, a pioneer of financial futures, currencies, and stock indexes. Melamed became Chairman of the Chicago Mercantile Exchange in 1969. In 1972, under his leadership, the CME…