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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: FlyingCircus ✧  😊 😞
Number: of 6243 
Subject: Re: trend-following: no good at start of a drawdown
Date: 04/10/25 11:10 PM
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With respect, I disagree. That article focuses on one trendy definition of trend, "Commodity Trend Advisor" or CTA. What even is that? Is it specifically focused on Commodities as an asset class? I've heard it discussed on Faber's podcast. And with That Person's nuts ideas and behavior being a key source of this market turmoil, unlike past market shocks caused by developing business conditions, declaiming trend following at large seems incorrect - because this time IS different.

Trend from Global Tactical, Antonacci relative and absolute momentum, and related equity PAMA trend figures ALL signaled trouble starting in January and more strongly in mid-February.

FC
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This community has written 6,227 posts about Mechanical Investing. The article-length ones it recommended most:
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