Trend Following

• The Trend Following Anthem… by Ed Seykota
  Posted by Howard on April 14th, 2008 at 9:57 am, Comments: No comments yet

  This video has been making the email rounds today. It’s funny and right on topic for us trend followers. Ed Seykota is no lightweight trend [...]

• Case Study – Broken Trends…First Marblehead (FMD)
  Posted by Howard on December 6th, 2007 at 8:28 am, Comments: 5 comments

  First Marblehead (FMD, Wallstrip) has become a trainwreck. It did not take long. Take a look at the last few months . A better symbol [...]

• Trends End…FAST! Check out CROX, WCG and SWHC
  Posted by Howard on October 31st, 2007 at 8:52 pm, Comments: 7 comments

  It’s not all rosy for all-time highs these days. Tonight, CROX was bludgeoned after closing at an all-time high and ‘missing?’ numbers. I long sold [...]

• Smith and Wesson (SWHC) Shot Dead?
  Posted by Howard on October 30th, 2007 at 7:00 am, Comments: 4 comments

  Stocks fall faster than they rise. I ‘got lucky’ with this one, booking profits in the low 20′s . I have looked but not reentered, [...]

• Fertilizer "Turds" on Wallstrip…Agrium (AGU)
  Posted by Howard on October 30th, 2007 at 2:08 am, Comments: 4 comments

  First off, in case you get the wrong idea from todays ending outake…I never inhaled, though I have had the munchies :) . I have [...]

• Noise and Crowds…So Costly
  Posted by Howard on September 30th, 2007 at 12:09 am, Comments: 9 comments

  Andy’s great post got me thinking again on this subject . In everyday life, noises and crowds leave you with a headache, bruises and anxiety [...]

• Stock Newbies…Please be careful
  Posted by Howard on September 24th, 2007 at 6:09 pm, Comments: 3 comments

  Investing is not easy. Life has been good on this blog and I for one am confident that I am not that smart. Other than [...]

• Why Oliver Stone is NOT in charge of Wall Street Part 2…and Trend Following
  Posted by Howard on September 24th, 2007 at 5:50 pm, Comments: 1 comment

  So true really . But, also a reason why trend following has likely worked so well. The institutions just can’t hide their footsteps and trends [...]

• Strongest and Weakest Stocks IN Long-Term Trends…Week of September 23
  Posted by Howard on September 23rd, 2007 at 10:43 pm, Comments: 1 comment

  Courtesy of my friends Eric and Cole at Blackstar: Strongest – KXI DEO PTP LMT BDX PEP ECL PEO BTI PG BCE UTX WWY FMS [...]

• Private Equity…BURP…What Next?
  Posted by Howard on August 12th, 2007 at 6:40 am, Comments: 1 comment

  Andrew Sorkin (make that Andrew ROSS Sorkin) has the take at Dealbook. Basicaly, the Private Equity guys became trend followers, and not contrarians. When you [...]

• Hansen's – Thinking Outside the Box
  Posted by Howard on August 8th, 2007 at 8:57 am, Comments: 6 comments

  To ride trends, you need to constantly think outside the box. You need to shut off the TV, stop listening to active traders and think. [...]

• The Next Great Trends…More of the Same
  Posted by Howard on August 5th, 2007 at 10:00 pm, Comments: 1 comment

  The market’s weakness only confirms the existing trends and strength. There are just a handful of things one needs to survive in the years ahead: [...]

• Facebook NOT Bought on Monday, BUT DJO WAS!
  Posted by Howard on July 16th, 2007 at 5:14 am, Comments: No comments yet

  Thank goodness for Blackstone and KKR these days. Monday Mornings have become like a buyout gameshow. My Microsoft speculation was a complete ‘whammy’…for NOW. Today [...]

• Dupont (DD) on Wallstrip…I like Chemicals
  Posted by Howard on July 8th, 2007 at 10:05 pm, Comments: 2 comments

  It’s not at an all-time high so this is a laggard, but Dupont (DD) has a lot going on. Great studio show today explaining it [...]

• DealerTrack Holdings (TRAK) on Wallstrip
  Posted by Howard on July 4th, 2007 at 8:38 pm, Comments: No comments yet

  Trend stocks can come from anywhere. We prove it today on Wallstrip with DealerTrack (TRAK). Who knew that the sleazy back room at car dealerships [...]