Doug Greenig - At the Frontier of Trend Following
Flirting with Models
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The Diversification Potential of Adding a New Market
Sometimes you just use logic. Some of it is just thinking and using common sense. In other cases where we have data, you can actually just model it out. And again, when you have 500 markets going to 501, 502, the marginal effect is small. But hopefully in three years or something, we'll be having a conversation.
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