Sherpa Trend Signal Updates 2024-03-09
Another week, another 33 signal flips on our trend models (description at the end of you’re new here). All longs. After last week’s bounty, I speculated if that would go down as a notably large signal haul. Turns out its title defense didn’t last a week. * Total signal flips: 33 * New longs: 33 (27 trad, 6 crypto) * New shorts: 0 * Best crypto idea: meh. * While everything pumps in a bull, we don’t like ghost chains (algorand) and ghost narratives (sandbox). Remain long majors and play
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.