The Impact of Micro-Vibes on Trend Following

I'm less convinced in the sense that risk on risk off is something that I think trend itself is acting upon, obviously as a function of its own speed. No, we have discussions with regards to how we should be looking into trend following in a risk on mode and whether we should be allowing all those equity moves, those being positive to be deployed or let other pockets of the portfolio deal with that. But I think that's more of a utility function discussion rather than a timing discussion. And I think the last point I would say because, you know, Tim is mentioning micro-vibes like inflation and so on. So we've done some work at some point looking into how economic

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