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Let's Get Wonky: Correlations, Risk Parity and Trend Following

Let's Get Wonky: Correlations, Risk Parity and Trend Following

Let's Get Wonky: Correlations, Risk Parity and Trend Following

Jonathan Poyer

Nov 8, 20222 min read

The Volatility That Was, That Is, and That Can Be

The Volatility That Was, That Is, and That Can Be

The Volatility That Was, That Is, and That Can Be

Volatility Investing and the VIX

Jonathan Poyer

Nov 8, 20222 min read

Trend Following Through A Quadrant Lens

Trend Following Through A Quadrant Lens

Trend Following Through A Quadrant Lens

Jonathan Poyer

Nov 2, 20221 min read

Trick Or Treat? What About Some Buyback Sugar?!?!?!?!

Trick Or Treat? What About Some Buyback Sugar?!?!?!?!

Trick Or Treat? What About Some Buyback Sugar?!?!?!?!

Biotech & Healthcare

Jonathan Poyer

Nov 2, 20221 min read

Biotech Private and Public Deal Highlights: 10/14/2022

Biotech Private and Public Deal Highlights: 10/14/2022

Biotech Private and Public Deal Highlights: 10/14/2022

Biotech & Healthcare

Jonathan Poyer

Oct 25, 20221 min read

Earnings Are Coming. Is The Low In For Biotech?

Earnings Are Coming. Is The Low In For Biotech?

Earnings Are Coming. Is The Low In For Biotech?

Biotech & Healthcare

Jonathan Poyer

Oct 25, 20221 min read

Yen Intervention

Yen Intervention

Yen Intervention

Jonathan Poyer

Oct 24, 20222 min read

Let's Take A Look At Redwood Trust (RWT) Preannounced Earnings

Let's Take A Look At Redwood Trust (RWT) Preannounced Earnings

Let's Take A Look At Redwood Trust (RWT) Preannounced Earnings

Jonathan Poyer

Oct 18, 20222 min read

Managed Futures For The Masses - Don't Sweat the Small Stuff

Managed Futures For The Masses - Don't Sweat the Small Stuff

Managed Futures For The Masses - Don't Sweat the Small Stuff

Jonathan Poyer

Oct 18, 20222 min read

Healthcare Now the Largest Item In the Federal Budget

Healthcare Now the Largest Item In the Federal Budget

Healthcare Now the Largest Item In the Federal Budget

Biotech & Healthcare

Jonathan Poyer

Oct 13, 20221 min read

Managed Futures: Calming the Sea And Bringing Some Sun

Managed Futures: Calming the Sea And Bringing Some Sun

Managed Futures: Calming the Sea And Bringing Some Sun

Jonathan Poyer

Oct 13, 20225 min read

Managed Futures Investment Quadrants: History Rhymes Like A Song

Managed Futures Investment Quadrants: History Rhymes Like A Song

Managed Futures Investment Quadrants: History Rhymes Like A Song

Jonathan Poyer

Oct 13, 20221 min read

September A Wild Month For Clinical Updates and Releases

September A Wild Month For Clinical Updates and Releases

September A Wild Month For Clinical Updates and Releases

Biotech & Healthcare

Jonathan Poyer

Oct 11, 20221 min read

How Healthy Is Biotech? The Alzheimer Therapy Late Stage Trials Are Very Promising

How Healthy Is Biotech? The Alzheimer Therapy Late Stage Trials Are Very Promising

How Healthy Is Biotech? The Alzheimer Therapy Late Stage Trials Are Very Promising

Biotech & Healthcare

Jonathan Poyer

Oct 6, 20222 min read

How Much Foreign Sales Exposure For The FAANGMs?

How Much Foreign Sales Exposure For The FAANGMs?

How Much Foreign Sales Exposure For The FAANGMs?

Jonathan Poyer

Oct 3, 20221 min read

As We See It: The UK Bond Debacle

As We See It: The UK Bond Debacle

As We See It: The UK Bond Debacle

Volatility Investing and the VIX

Jonathan Poyer

Oct 3, 20222 min read

Will Shareholder Value Be Driven By Fed Rates or Clinical Trials?

Will Shareholder Value Be Driven By Fed Rates or Clinical Trials?

Will Shareholder Value Be Driven By Fed Rates or Clinical Trials?

Biotech & Healthcare

Jonathan Poyer

Sep 29, 20221 min read

As We See It: Everything Selloff, But…

As We See It: Everything Selloff, But…

As We See It: Everything Selloff, But…

Jonathan Poyer

Sep 28, 20221 min read

Oil Down & DXY Up

Oil Down & DXY Up

Oil Down & DXY Up

Jonathan Poyer

Sep 26, 20221 min read

As We See It: Commodities Peak? - A Lotta Bit of Yes And A Lotta Bit of No

As We See It: Commodities Peak? - A Lotta Bit of Yes And A Lotta Bit of No

As We See It: Commodities Peak? - A Lotta Bit of Yes And A Lotta Bit of No

Jonathan Poyer

Sep 26, 20222 min read

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