Trend following

ATS Trading Solutions researcher on markets: "the bar approximated 60 attendances"

17 insights: Why he says trend following's edge migrated to the 200-day horizon instead of vanishing, and what a crowded bar in Santa Fe tells traders…

9 hrs ago • The Scuttlebutt

Peter Hecht: AQR manages $242B and is right about a stock only 55% of the time

17 takeaways: Why the small-cap paper had its signs backward, how AQR uses AI without converging with rivals, and the credential lesson he learned too…

Sep 11 • The Scuttlebutt

Aahan Menon: 70 to 80% of PCE components are above the Fed's target, and the recent cooling is all supply | Last Call

Why demand-driven inflation is slow and sticky while supply shocks mean-revert, and the one-rule Treasury model Prometheus Research published when oil…

Aug 31 • The Scuttlebutt

Alan Dunne: the Fed's missing reaction function, how close the US now is to fiscal dominance, and the decade trend following just had | Top…

The first US purchase of yen since 1998, AQR pricing US stocks at 3.9% real while GMO forecasts minus 7.2%, and a bond-trend correlation that has…

Aug 30 • The Scuttlebutt

Richard Clarida: What he would put in Warsh's Jackson Hole speech, why five years above 2% is the Fed's real problem, and why he is not in…

AlphaSimplex's Katie Kaminski on sugar, wheat and a possible gold breakout, TS Lombard's Freya Beamish on a 10-year that hasn't priced the new regime…

Aug 29 • The Scuttlebutt

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