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Learning Center

Trend Following Works Weakest After Crises

  • September 19th, 2016

Time-series momentum examines the trend of an asset with respect to its own past performance. This is different than cross-sectional momentum (often referred to as Carhart momentum), which compares the performance of an asset with respect to the performance of another asset. Research into time-series momentum has found it to be persistent across both time…

Ignore Forecasts—They’re Usually Wrong

  • September 19th, 2016

I have been quite surprised by the number of queries I’ve received recently from advisors and clients regarding the dire economic and market forecasts of Frank Porter Stansberry. So, I thought I would share my response. To begin, here’s the entry for him on Wikipedia: “Frank Porter Stansberry is an American financial publisher and author….

Explaining The ‘Disposition Effect’

  • September 19th, 2016

There is a large body of academic evidence demonstrating that individual investors are subject to the “disposition effect.” Those suffering from this phenomenon, which was initially described by Hersh Shefrin and Meir Statman in their 1985 paper, “The Disposition to Sell Winners Too Early and Ride Losers Too Long: Theory and Evidence,” tend to sell…

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