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Monthly Archives: January 2018
Trend Following: Not a Unicorn, But a (Potentially) Useful Horse
In my last article, I introduced the investment strategy of trend following – and my reluctance to believe in it. In the end, the evidence was too overwhelming for me to ignore. A trend following screen on stocks did appear … Continue reading
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Trend Following: My Capitulation to the Evidence
I’ve always prided myself on being an evidence-based investment advisor. Don’t try to persuade me with a good story. I want a reasonable hypothesis, backed by data and rigorous statistical analysis. I want transparent, peer-reviewed research that’s gone through the … Continue reading
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