Hey market sentiment! Another great article! I am currently looking at quant investing and would like to suggest a future article about simple trading estrategys like gary antonacci's dual momemtum investing or any other vs the good old buy and hold. Anyways, thanks for the great content!
Mar 20, 2022·edited Mar 20, 2022Liked by Market Sentiment
Excellent article. I do wonder about the idea of investing in ETFs vs picking winners (or even a few winners) in early amrkets because they're so inchoate. ETFs have construction issues which means they are often not great if what you want is exposure to high growth (and hence crazy) trends.
With the added caveat that even if you call the trend correctly you might fail to capture the upside eith the wrong individual bets. Wondering also how this compares with ARK..
Yeah. I kind of agree to what you are saying. The best case scenario is picking the winning company in the winning industry.
ARK did extremely well and I think the new money that flowed into it is just impatient/looking for the returns to continue which is just unrealistic. I feel it happens slowly and then suddenly and unless you are continuously invested you might miss it.
MS has so obviously bought into the global warming propaganda that the Sentiment "observations" are going to be very costly for its followers over the next two years. Global warming and the destruction of the the energy industry is political, not environmental. People dying enmasse is (will be) a result of politics, not from carbon emissions. It will come from people not being able to afford gas and oil for heat, transportation, and food.
Good post and like how you are using Composer for the demonstrations
Thank you! Yeah. Composer is amazing for quick backtesting
Hey market sentiment! Another great article! I am currently looking at quant investing and would like to suggest a future article about simple trading estrategys like gary antonacci's dual momemtum investing or any other vs the good old buy and hold. Anyways, thanks for the great content!
You are welcome! This seems interesting. I haven't heard about this till now! Will check it out.
https://engineeredportfolio.com/2018/05/02/accelerating-dual-momentum-investing/ there's this article that explains well his method but also expands on it
Excellent article. I do wonder about the idea of investing in ETFs vs picking winners (or even a few winners) in early amrkets because they're so inchoate. ETFs have construction issues which means they are often not great if what you want is exposure to high growth (and hence crazy) trends.
With the added caveat that even if you call the trend correctly you might fail to capture the upside eith the wrong individual bets. Wondering also how this compares with ARK..
Yeah. I kind of agree to what you are saying. The best case scenario is picking the winning company in the winning industry.
ARK did extremely well and I think the new money that flowed into it is just impatient/looking for the returns to continue which is just unrealistic. I feel it happens slowly and then suddenly and unless you are continuously invested you might miss it.
So when are you planning to publish your first book?
Agree on space- reminds me of my article I wrote zooming in on Maxar technologies.
https://newsletter.tuttleventures.com/p/zooming-in-on-maxar-technologies
Amazing article, really like your research work and appreciate the time and effort to put in showing and evaluating data.
May I have a recommendation about sites where I can trade ETFs? I am really a newbie in this. Many thanks, I subscribed!
MS has so obviously bought into the global warming propaganda that the Sentiment "observations" are going to be very costly for its followers over the next two years. Global warming and the destruction of the the energy industry is political, not environmental. People dying enmasse is (will be) a result of politics, not from carbon emissions. It will come from people not being able to afford gas and oil for heat, transportation, and food.
What!!! We are just trying to make some sound investment here dude! Take your conspiracy stuff elsewhere.