Archive
Category: Feedback
- May 3, 2014Trend Following Podcast Feedback from Down Under
Some podcast feedback: Hi Michael, Just a quick email to congratulate you on a brilliant podcast. I’m a Financial Adviser and blogger in Australia and just love your insights and range of…
- April 27, 2014Two Centuries of Trend Following White Paper
This came across my desk the other day: Just in case you have not seen this yet. Check-out Footnote 7. I think your book is referenced! Very cool. Indeed. Thanks.
- April 23, 2014Rough Patches… Just Part of the Game
Dry spells and rough patches are all part of this trend game. Sometimes it can feel like you are all alone in your drawdowns. It’s always good to be reminded that many,…
- April 21, 2014Trend Following Firms and Trading Abroad
I receive emails every week asking for advice on trend following firms. Consider: I am a listener of your podcast and have spent some time studying what you advocate. That said it…
- April 19, 2014Trend Following, Momentum, Systematic Quant? Avoid the Mental Masturbation of the “Name” of the Game!
Article seen by Francois Sicart titled “Don’t Get Sidetracked by Momentum Chasing”: In an early philosophy course, to introduce the concept (and danger) of extrapolation, our professor used the example of an…
- April 15, 2014The Mechanical System Light Bulb Moment!
A recent email: …read your book “Trend Following” on the plane. Your style of writing is amazing simple, clear, and direct. I used to be a journalist in the Marines so I…
- April 10, 2014Drawdown Instructions
Feedback: When a portfolio enters a drawdown (below 90%) and you need to reduce risk (by 20%) do you modify existing unit positions to fit the new risk profile or just the…