Masters in Business 'Barbell' Investing Strategies With Jurrien Timmer
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Oct 10, 2025 Jurrien Timmer, Director of Global Macro at Fidelity Investments, shares insights from his dynamic career, beginning in Aruba and evolving into a market strategist. He discusses his innovative 'barbell approach' to investing, balancing tech stocks with non-US equities. Timmer analyzes the implications of recent Treasury trends, market cycles, and the current economic landscape. He also highlights the pivotal role of gold and alternative investments in today's portfolio, encouraging adaptability and continuous learning for investors.
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Early Charting Began With Faxed CQG Prints
- Jurrien began sharing charts by cutting CQG prints and faxing chart notes to colleagues in the 1980s and 90s.
- That early hobby became his newsletter and launched his chart-focused career.
Fidelity Hire Followed A Meeting With Ned Johnson
- Fidelity recruited Timmer in 1994 for the obscure role of fixed-income technical analyst and he met founder Ned Johnson during the interview.
- That meeting led to a long career and access to Fidelity's chart room culture.
Combine Technicals With Fundamentals
- Use technicals to time and quantify conviction, and use fundamentals for the 'why' behind trades.
- Treat charts as a second opinion to improve portfolio decision-making with multi-disciplinary overlays.
