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SI185: Trend Following in a De-Globalised World

Top Traders Unplugged

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The Energy Markets Are Not Capitalizing on Ukrane

In terms of trend following, or trent barometer, it closedr at another strong level. The vixs once again had a rather muted reaction to both the spikes and declines in the s n p 500. There was a major shift to risk on in sentiment in the last ten days or so. But we did have a pretty wild ride. I think maybe we forgot about that in our notes. It is alsoner, very good reminder, i think, is that sometimes we have to be incredibly patient with our positions before they start playing e paying out all right.

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