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SI359: Trend Following in a World That Loves Bubbles ft. Mark Rzepczynski

Top Traders Unplugged

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Navigating Market Trends: July Insights

This chapter provides an analysis of trend-following strategies as July concludes, highlighting significant movements in financial and commodity markets, particularly in oil and equities. It discusses the contrasting behaviors of these asset classes in relation to fixed income markets, influenced by central bank policies and macroeconomic trends. Additionally, the chapter emphasizes the importance of understanding economic indicators for better investment decisions and effective portfolio construction.

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