Trend Following in August

I think it is way too early to say anything about whether we have seen the end of some of these trends however elsewhere in the trend following portfolio of course fixed income markets did enjoy some higher yields and that's generally good I would imagine for trend followers around the world. energies were okay grains and mates did fine especially meats actually then metals and soft were pretty neutral. maybe orange juice is now the new barometer for economic activity it's up 61% this year while copper is completely flat so anyways let's jump over to trend following for a little bit and then we'll dive into some of the other topics we have.

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