trading

trading

Friday, 7 October 2022

I'd suggest you make self-to-self comparison to measure progress.

As of end of September 2022. 

"in the multi-strategy and fixed-income categories, according to Peter Laurelli, global head of research at eVestment. The ten largest multi-strategy funds lost 2.1 percent year-to-date, significantly better than the entire group’s loss of 3.4 percent. The ten largest fixed-income funds lost an average of 1.5 percent in 2022"

Monday, 26 September 2022

"The market is the sum total of the wisdom and the ignorance of all of those who deal in it and we dare not argue with the market’s wisdom. If we learn nothing more than this we’ve learned indeed."

 

Tuesday, 20 September 2022

"Velocity begets more velocity."

During the bear markets of 2000-2003 and 2007-2008 the Fed was lowering rates. Now in this 2022 bear market the Fed is raising rates and that's the major difference that has the potential to create all sorts of unintended and unexpected consequences.