Zeev's Turnips Patch-No Politics (ZEEV)

[SteveO]

Nice post Deuce. That is exactly what I have been doing this year and I have nice gains to show for it. Over the last couple of years I have been trading less and less and I am more and more successful. I find that if I pay les attention, I do better because I trade less on impulse. You might note that Hussman, who I linked to, follows trend uniformity and valuation. He sees a trend so strong right now that he is 70% unhedged even though he believes that valuation is still poor.

I must add that I do temper the trend following with just a bit of contrary investing. When things get out of hand one way or the other, I start to hedge against the trend, something I am o the verge of doing right now.