
Helping elite #financialadvisors grow & sustain their business with investment & practice management services A leader in systematic, process-driven #investing
Greensboro, NC
Joined February 2016
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The German Bund has been decreasing in Bund-les lately – trend followers on the short side have been rewarded. #trendfollowingtuesday
🫘 Beans may be good for your heart, but Bean Meal has also been great for investors holding long positions lately. #trendfollowingtuesday
With #trendfollowing, there’s no need to be like Kramer, burst through the front door, and exclaim a prediction that might miss the mark. Trend following does not predict; rather, it executes according to a pre-determined process.
That’s a key differentiator between trend and technical analysis: hubs.li/Q04B1q6x0.
Not quite Value Menu territory just yet, but McDonald’s ($MCD) share price has been on a downward trend in recent months. They’re likely searching for a McRib-style comeback. #trendfollowingtuesday
Allianz ($ALIZY) isn’t showing any coverage gaps here as it continues to build upward momentum over recent weeks. #trendfollowingtuesday
The one where we compare investing styles and “Seinfeld” characters.
(We hope the real 90s TV shows lovers out there are applauding our mashup of 90s TV references with that sentence above.)
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🛒 No abandoned carts here - Shopify ($SHOP) appears to be drawing buyer interest as shares trend up. #trendfollowingtuesday
In investing, the distinction between prediction vs. reaction helps separate discretionary technical analysis from systematic #trendfollowing. In “Seinfeld” lore, it’s also what distinguishes a man who chases schemes and hastily launches consumer products.
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We believe in a systematic, risk-managed investing approach that focuses on what we can control, not what we can't.
Turns out that’s similar to the art of horse racing.
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Apparently, heating oil didn’t get the memo that summer is supposed to be the offseason as prices continue to climb. #trendfollowingtuesday
Australian 10-Year Bond prices have been "down under" the last few months and trend followers have taken action with short positions. #trendfollowingtuesday
Long-term success rarely comes from 1 big moment. It comes from thousands of small decisions.
✅The discipline.
✅The setbacks.
✅The relentless commitment to a process.
✅The grit.
Plot twist: This is a blog about horse racing. (OK, it’s about investing too.)
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Some lessons stay with you long after you leave the barn…
We’re a sucker for a good analogy, and the one she makes between horse racing and investing feels spot on to us.
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Lumber continues to yell "timber!" as prices drop and trend followers short the commodity. #trendfollowingtuesday
Johnson & Johnson (ticker: $JNJ) has been catching a mild case of momentum lately. #trendfollowingtuesday
Behavioral coaching has long been an advisor’s persuasive defense of current fee levels. However, this service is usually episodic, mostly valuable during crises, and increasingly replicable by #AI.
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Prologis (ticker: $PLD) stock has looked like a pro the last few weeks as its price has pushed higher. #trendfollowingtuesday
A new white paper outlines two practice models to take #financialadvisors into the future:
1️⃣ The Scale Practice
2️⃣ The Complexity Practice
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There’s been some zing for zinc lately. #trendfollowingtuesday










