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The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends

The Meb Faber Show - Better Investing

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The Multi Acid Dynamic Trapportfolio

Behavior after bull and bear states mimics the stery strategy. The mixing parometers tilt each acids strategy away from or toward its fast tran tegy in an intuitive way. If historical returns are negative after such states, then the direction of the tilt reverses. This tratage is implementable as a trilling strategy in real time, not just a back test.

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