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Ep. 217 David Lundgren: Why Trend Following Works
Investing With IBD
The Influence of William O'Neill on the Market
Just because the market is everybody's really bearish doesn't mean the markets kind of go up. So you can't rely on it from like an inviolable rules of trend following perspective. If anybody ever called me the smartest person in the room, I'd be insulted. But if you ask me what's the best sentiment gauge that you could possibly look at its valuation, people are willing to pay 20 times earnings then they're willing to pay 50 times earnings.
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