Archive
Category: Holy Grails
- October 4, 2015Fundamentals and The Death Cross: Confusion Always
Need a refresher about the fundamental mindset? From Trend Following: There are two basic theories that are used to trade in the markets. The first theory is fundamental analysis. It is the…
- July 23, 2015Ep. 365: Chris Clarke Interview with Michael Covel on Trend Following Radio
Subscribe to Trend Following Radio on iTunes My guest today is Chris Clarke, ex-Goldman Sachs executive director and founder of Lawrence Clarke Investment Management. Clarke has been developing trading systems for decades.…
- May 18, 2015HSBC to Charge for Holding Deposits: NIRP Arrives Full Blown
The system plans to drip you dry if “income” is your goal: HSBC has become one of the biggest global banks to say it will begin charging clients on deposits in a…
- April 15, 2015Gotta Lie To Get Invited Back
After posting the below commentary on my Facebook page I got an interesting response: Post by Michael Covel. This exchange followed: Alan: Thank you for your thoughtful analysis of my market commentary…
- March 3, 2015Benoit Mandelbrot on Efficient Markets
More from Michael Covel: Books · Podcast · Trend Following course
- 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,…