Top Traders Unplugged

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Latest Episodes:

RT03: The challenge with Experience ft. Marty Bergin, Grant Jaffarian & Mike Boss – 1of2 Feb 05, 2017

Show notes

Today I'm joined by Marty Bergin, the owner and President of DUNN Capital Management, Grant Jaffarian, Portfolio Manager of the Advanced Trend program at Crabel Capital Management, and Mike Boss, who is a Director within the Capital Introductions Team at Societe General, for a fun and insightful journey into the world of Trend Following.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

Key Insights from arguably the best Trend Follower & the best Short-Term CTA
How the challenges they overcame to get to where they are today
How trend followers can evolve their strategies to stay ahead
The reason why some trend followers haven’t changed in decades
Key insights to how Marty has allowed DUNN to stay ahead
How Mike & Societe Generale sees the industry changing and it’s new opportunities
Why the UCITS Directive started benefitting smaller specialized managers
The challenges with short-term trading
Why Crabel is strict with its capacity
The research that increased Crabel’s bottom line
How to ensure that CTA flagship offerings retain value over low-cost alternatives

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Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Learn more about Marty Bergin and DUNN Capital Management

Learn more about Grant Jaffarian and Crabel Capital Management

Learn more about Mike Boss and Societe General

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

RT02: The biggest challenge for institutions ft. Amy Elefante Bedi, Ernest Jaffarian & Phil Hatzopoulos – 2of2 Jan 16, 2017

Show notes

Today I continue my conversation with Amy Elefante Bedi, Director of Hedged Strategies at Washington University Investment Management Company in St. Louis, Ernest Jaffarian, the CEO of Efficient Capital Management as well Phil Hatzopoulos , who is the Global Head of Buyside Sales at the CME Group.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

What the response has been to lower performance of hedge funds in recent years
How managers have dealt with the challenging performance environment
What institutional investors are looking to get out of the Managed Futures space
How Smart Beta is being used
If its true that you get what you pay for
The movement towards BIG data
The concern of investors about the fixed income sector
What would happen if interest rates starts going up
What the biggest opportunities are for the Managed Futures industry in 2017
How regulations could destroy the industry
The biggest challenge that institutions face before they embrace CTAs
How to overcome the fear of investing in the Managed Futures space

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Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Learn more about Amy Elefante Bedi and

Washington University’s Investment Management Company

Learn more about Ernest Jaffarian andEfficient Capital Management

Learn more about Phillip Hatzopoulos andCME Group

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

RT01: How to find talented managers ft. Amy Elefante Bedi, Ernest Jaffarian & Phil Hatzopoulos – 1of2 Jan 04, 2017

Show notes

On this episode I'm joined by Amy Elefante Bedi, Director of Hedged Strategies at Washington University Investment Management Company in St. Louis, Ernest Jaffarian, the CEO of Efficient Capital Management as well Phil Hatzopoulos , who is the Global Head of Buyside Sales at the CME Group - to explore the world of Alternative Investments and why they are so valuable to investors.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

Key Insights from industry leaders in Managed Futures
How they got where they are today
What Ernest did to change his career to Managed Futures
The hesitations that endowments have had when investing in the CTA industry
What is the state of the fund-to-fund model today
The importance of diversifying your portfolio
How to find and access talent in the Managed Futures space
Questions to ask a manager when deciding on your allocations
The issue of fees and the debate surrounding it
The performance of CTAs in the last decade

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Learn more about Amy Elefante Bedi and

Washington University’s Investment Management Company

Learn more about Ernest Jaffarian and Efficient Capital Management

Learn more about Phillip Hatzopoulos and CME Group

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU96: The Simplicity of Trend Following ft. Katy Kaminski, Alex Greyserman & Roberto Osorio – 2of2 May 19, 2016

Show notes

Thanks for tuning in to the second part of our roundtable conversation with three of the leading voices in the trend following industry today. In this episode, we discuss how the industry has evolved, what the future looks like, and how to educate investors on the merits of trend following.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

How has trend following evolved in the past decade
The different kinds of diversification and how important they are
The concept of divergent strategies
Different ways of generating signals
Why entries are the least important
How to figure out what are the most robust parameters to use
Why you should try to debunk any new trading ideas
How trend following CTAs perform risk control
How to educate investors on trend following firms and methods
How many trend following managers should you invest in

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Resources & Links Mentioned in this Episode:

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Katy Kaminski on Linkedin

Follow Alex Greyserman on Linkedin

Follow Roberto Osorio on Linkedin

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU95: Redefining Trend Following ft. Katy Kaminski, Alex Greyserman & Roberto Osorio – 1of2 May 06, 2016

Show notes

Thanks for tuning back into our show, we know it has been a while since we’ve published an episode. However, you are in for a real treat: this is the first episode where we have a roundtable of guests, representing some of the most prominent firms in the trend following space. Our guests have a combined 100 years of track record, and we’ll explore it all in this episode.

We discuss the history of trend following, what it takes to practice trend following, and the human biases that effect our trading.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

The history of trend-following
The phenomenon of momentum
When the concept of trend following that we know today came about
Why Katy & Alex gathered data from hundreds of years ago
Katy talks about their book on Trend Following
Why markets are not getting more efficient
Why the edge in Trend Following is “knowing what you don’t know”
How long it took for Alex to start believing in trend following
Roberto’s first exposure to trend following
Why humility is necessary to practice trend following
The importance of taking the human emotion out of the decision process
Katy’s voodoo finance and heuristics
Are all CTA’s trend-followers?
Alex’s Random Entry System that uses coin flips
The three decisions that are involved in a trade
The fact and fiction of how difficult it is to do trend-following
Why humans suffer from representative bias
The factor of simplicity when making a trend following system

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Resources & Links Mentioned in this Episode:

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Katy Kaminski on Linkedin

Follow Alex Greyserman on Linkedin

Follow Roberto Osorio on Linkedin

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU94: Acknowledging Risk on a Daily Basis ft. Bill Dreiss of Dreiss Research Corporation – 2of2 Feb 17, 2016

Show notes

In our continued conversation with Bill Dreiss, we dive into why he built his model the way that he did, and how he deals with factors like risk, drawdowns, and investor relationships. You’ll discover what he has learned from the drawdowns he has gone through, how the market has changed since 2009, and what the future looks like for Dreiss Research.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

How he thinks about succession planning
What people should be aware of in his long track record as a firm
What has changed in the markets since 2009
How markets are more interrelated than they ever have been before
How he describes what he is trying to achieve for his investors
Why you shouldn’t be investing if you can’t live through a 50% drawdown
What the choppiness index is
Why it is so difficult for people to see the advantages of CTAs and trend following
How many commodities he trades
How diversified his trading program is
What differentiates Dreiss Research from other trend following CTAs
How he measures volatility
How he defines risk and manages risk
Why you can over-manage risk and how to weather the drawdowns
What he has learned from the drawdowns he has gone through
How to manage a relationship with clients so that they trust the firm during drawdowns
The biggest challenges in his long career
What it takes to be a good trader
Why the world is too full of quants and people should use their talents in other fields

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Resources & Links Mentioned in this Episode:

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU93: Location Independence with Systematic Trading ft. Bill Dreiss of Dreiss Research Corporation – 1of2 Feb 08, 2016

Show notes

Bill Dreiss has been an early adopter from the very beginning. After going to MIT and Harvard, he wanted to form a business that would allow him to be location independent and allow him to surf, his life passion. Fortunately, systems trading found him.

He bought a computer before individuals owned them, started a systems trading firm before almost any of them existed, and has been in business trading his own model fro more than 25 years. You’ll gain a career’s worth of knowledge in this fantastic episode.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

Why Bill’s firm is so unique
How he went to Harvard business school and then went to work for a Think Tank in California
How he developed his first trading system in the 1970s
How he did systematic trading by hand in the early days, without computers
The unique system that was the first system he built
The first company that he started with a few partners in early 1975
How he used to manage 180 clients before computers
The first computer he bought before individuals owned computers
Why he stopped managing outside money for a few years
What made him setup his current company in 1991
How he setup his first trading model with Dreiss Research Corporation
Why he was heavily influenced by Boinot Mandelbrot
Why trend following is declared dead every few years, but why it is only sleeping
Why he trades longer term and only updates his system about once a week
How he first managed to automate his system way before other people were able to do it
How the environment has changed from very few system traders to almost completely system traders
What differentiates Bill from a lot of other system traders
How he deals with risk management
What drives him in his career and how he has kept it up for so long
Why he thinks in how much leisure time he can have rather than how much money he could make
How marketing a firm is very important
Why surfing is so important to him
Why being location independent was very important to him in setting up his business

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Resources & Links Mentioned in this Episode:

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU92: Clear & Explainable Trend Models ft. Andreas Clenow of ACIES Asset Management – 2of2 Jan 25, 2016

Show notes

In our continued conversation with Andreas Clenow, we discuss the research and work that goes into making his trading model, how he deals with risk and drawdowns, and how he explains his models to potential investors. In this episode, we will dive into how clear and explainable a trading model should be, and what questions you should ask firms before investing in them.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

How Andreas does his research and what research he looks for in other firms
Why a track record matters and how it matters
How trend following has done over the last few years
How he builds his own trading strategies
What he does with position sizing and how important it is
How he allocates risk on his different models
What he does to measure the environment on trend following
What he thinks about sector allocation and diversification
The kinds of risk management that he uses in his model
Where he uses stop losses and where he doesn’t
How he talks to investors about drawdowns
What questions investors should be asking him about his trading model
How to detect if a manager’s strategy has stopped working
Why people shouldn’t be scared of asking lots of questions
What motivates him to work on his job
About the biggest failures of Andreas’ career

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Resources & Links Mentioned in this Episode:

Market Wizards by Jack Schwager
Trend Following with Managed Futures by Kathryn Kaminski
Listen to my interview with Kathryn Kaminski here and here
Dual Momentum Investing by Gary Antonacci
Buy Andreas’ books.
Check out his website FollowingTheTrend.com.

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Andreas Clenow on Linkedin

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU91: Keeping it Simple in Trend Following ft. Andreas Clenow of ACIES Asset Management Jan 18, 2016

Show notes

Our guest today is a successful trader, businessman, and author. He is known for his books Following The Trend and Stocks on the Move, and after an impressive career at Reuters finance he moved on to ACIES Asset Management in Switzerland.

In our conversation, we discuss trend following and the need to keep it simple, the mistakes that retail traders make, and how to start a new firm in this day and age.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

The many skill sets that Andreas has
How he wrote the books that he is known for
Why he has a large degree of flexibility with his firm and the capital they manage
How he grew up in a small town in Sweden…with lots of cows!
About the computer company that he started
How he left the corporate world
How he started at ACIES
What Andreas does when he is not working
The books he has written about systematic trading strategies
The value of simplicity
What Andreas thinks about trend following
The issues with doing trend following on stocks
How he got the freedom to write a book
What retail traders will get from his books
Why managing your own money is a bad trade
What he thinks about technical analysis and how to define it
What it takes to start a firm or trading business

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Resources & Links Mentioned in this Episode:

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Andreas Clenow on Linkedin

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU90: Why Diversification is Key ft. Robert Carver, Author & Trader – 2of2 Dec 09, 2015

Show notes

In the second part of our conversation with Robert Carver, we dive into the specifics of his trading strategy, why he doesn’t trade full time, and what he thinks about the trend-following space in general.

You’ll hear his thoughts on drawdowns, research teams, risk, and more. You won’t want to miss his insight and clear explanations of some of finance’s most complicated topics.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

The two components of risk, and all about unpredictable risk
What sets one manager apart from the other
His view on stop-losses
How target volatility works for a lot of CTA managers
How he would put together a research team for a fund manager
The problem with hiring a lot of people with the same background
How investors should read the track records of firms
The concerns and misconceptions about systematized and trend-following strategies
Why he is so keen on looking at sharp ratio
The issues with skew but why he keeps an eye on it
What his own trading system looks like today
The style of trader that he ended up becoming
How to find out what to expect when a drawdown happens
What investors should ask but they never do
How he got over the failures that he has had in business

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Resources & Links Mentioned in this Episode:

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Rob on Linkedin

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

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