The Strength of the Strategies Is That There Is No Opposition

I think trend followers actually started going short bonds in early part of 2021. And then over the summer of 2021, we got stopped long because markets took one of those corrections that were just long enough and big enough for us to have to change positions. So our models flipped to the long side, not by much, but still. Then of course, it all turned out to be kind of a fake signal. And so we just got short again in Q4 of 2021. There's no emotion, there's no drama. That's just the way it is,. I think it's what we'll talk about is how do we take that, right, that incredible strength of the strategies?

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