In this Q4 2020 slide presentation of our quarterly strategy report, we discuss:

  1. Bob Farrell’s Rules for Trading (#5 and #7 especially resonate with us right now).
  2. What the retail trading frenzy, recent IPOs and speculation can tell us about where we are in the market cycle.
  3. The connection between buying German Bunds in the 1940s and buying Chinese financial assets today.
  4. What we’re advocating from an asset allocation perspective right now.

Download slides here: Party Like Its 1999

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