Sherpa Trend Signal Updates 2024-03-31
Okay. We may have reached the phase of the bull market where everything is already long. * Total signal flips: 1 * New longs: 1 (1 crypto) * New shorts: 0 * Best (aka only) crypto idea: ATOM * Best aka only. Chain interoperability still a thing. * Small sample size, but solid short term hit rate for a quick swing (19% mean forward return on 18 signals). * Best trad idea: N/A Not much to comment on here. Letβs get to the sig... CRYPTO Short Term Trend (3 month lookback) Asse
The Macro Sherpa evolved over years on the desk as an analyst at multiple billion dollar asset managers. Quantitative models, tools, and analysis were de rigueur.