Ep. 723: Harold de Boer Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Importance of Self-Heating in Trend Following Systems
In 2012 in the second quarter of 2012, normally you would expect a trendfall in Zadki to do very well. There was a sell-off in especially emerging market activities that then went over to other markets as well. These kinds of movements can create big refreshes in some trends. The story I think here out there is about the Russian situation in 1998 or 1997. That's when we say it's a fire and it's combusting and then it's impacting many, many other markets,. Even markets in which it really should not be impacted at all.That's the thing that's going on. And this oil market in that situation was at the basis thing that was happening.
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