The Trend Following Side of the Week

This week and the last few weeks has been really a good example of the ability of capturing trends during times of optimism. The real winners this week was really the financials. We're also enjoying still a continued short exposure in fixed income, even though it's not moving significantly. And then we're going to revisit maybe briefly some of Quantico's findings. But also you've been breaking out some old papers from Transtrend which will be fun to see what your findings are. Last topic: AI, the economic potential of a generative AI, the next productivity frontier.

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