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2min chapter
Trend Setters: The Mechanics of Trend-Following
Long Story Short
The Importance of Timed Trend Strategies
The Fed has suspended forward guidance completely so they're not even trying to predict anything anymore but given the big run should I just take profits now if I've got my inflation bet done so I can just move on to something else. The nice feature about trend is that it's self correcting so if the environment changes from inflationary to this inflationary trend systems will naturally turn around and we've seen some of that happening already at the start of the second half of this year. So it's very hard to time trend strategies I wouldn't advocate that the more sensible approach is to hold on to your trend exposure and let it position itself in the way it wants to position itself.
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