John Henry--The Next Blow Up ??

Discussion in 'Wall St. News' started by jay gould, May 31, 2005.

  1. yenzen

    yenzen

    dont hold ur breath tdog, Marketspammer has been banned once again. He has now accomplished the hat trick with 3 aliases.

    Of course, if another thread pops up denouncing trend following, we will know he has arrived yet again.

    Senor Zen
     
    #111     Jun 3, 2005
  2. Hark! Is that a trend I spot?
     
    #112     Jun 3, 2005
  3. Maverick1

    Maverick1

    By George, it would seem that it is, dawg...

    But make no mistake, tis only an illusion fooling our feeble minds

    lol
     
    #113     Jun 3, 2005
  4. mogul

    mogul

    in just the first chapter of "education of a speculator" there is the account of VN short (or long?) the yen for millions, where he had to sit in front of the computer for days before being able to sell off at a loss

    he also talks about making agreements with his wife about cutting him off from making decisions if things go unexpectedly

    who am I to talk, but seems like a volatile way to trade
     
    #114     Jun 3, 2005
  5. i have just found the following quote on turtletrader.com

    "Trend Following: Trend Following
    Volatility is Life
    Some trend following critics have expressed a familiar sentiment:

    ...the consistent volatility [and drawdown] of these systems makes it an untenable strategy, at least for me.

    Trend Following Skeptic

    It's true that trend following is untenable for those that cannot stand the feelings of being in a drawdown. For those that are ok with drawdowns, perhaps an untenable strategy is one that avoids volatility at all costs, thereby effectively avoiding large returns as well.

    Dunn, Henry, and other great trend followers have seen drawdowns come and go. They also know the kind of returns that typically follow periods of drawdown. Maybe that helps them stay on their system. It constantly amazes me that during the good times everybody wonders how these folks make so much money, and during the drawdowns everyone wonders why those guys are so stupid as to keep trading those obviously "dead" strategies."

    this answers your question.
     
    #115     Jun 4, 2005
  6. sorry, it only confuses the issue.

    The trend promoters always tell you-- "your position will come back, just hold it!" but at the same time, they say "cut your losses"--it will come back--just look at Dunn, Henry, et al---but then the difference between buy/sell and hold and trend following is cutting your loss. come on guys, this is a total contradiction.

    MLZ
     
    #116     Jun 4, 2005
  7. flat5

    flat5

    I don't think it is.

    Cutting your losses on any given trade is completely independent from cutting your losses trading a strategy.

    You can adhere to "cut your losses on any given trade" and "stick to your guns on the strategy" simultaneously without any contradiction whatsoever.
     
    #117     Jun 4, 2005

  8. that makes some sense. however, think about this, how many individual losing trades in a diversified "trend following" portfolio would it take to equal 35% plus drawdowns in 5 months??

    market luther
     
    #118     Jun 4, 2005
  9. Maverick1

    Maverick1

    Market Luther? LOL

    You fancy yourself as the Martin Luther of ET? Here to warn the masses of the dangerous doctrine of trend following? Give us a break Jay Gould, you're digging yourself deeper into a hole of ridicule here. Actually, you know what, maybe we should have more Martin Luthers of trading around. To warn people of the dangers of ignorance when attempting trend following as well as contrarian methods. Ignorance reveals itself through the wipe outs of non capitalized traders trying to be John Henry and on the other hand through arrogant blown ups such as VN.

    If you want to be a real Market Luther, you have to first get some intellectual honesty and quit criticising people with such track records as JHenry. Second, you've got to look into the philosophical naivete of pseudo quant doctrine that uses prehistoric tools such as correlation coefficients, regression, and whatever weak linear statistical tools that a freshman can pull out of his introductory course to statistics, to advocate the efficient market hypothesis or invalidate TA. Third, you have to do some soul searching and realize that trying to uncover market inefficiencies with such tools is like trying to find gold with a teaspoon in the middle of South Africa's bush land.

    Once you've had the emotional courage to do that, come back and let the rest of ET know that you're da man, ready to educate us into what REALLY works in the markets.

    :eek:
     
    #119     Jun 4, 2005
  10. Maverick1

    Maverick1

    And Jay,

    As per my previous posts, it is more likely that VN lost 100m+ in the first blow up. Further, he was also caught in the twin tower attacks with unwarranted risky trades on as per his own confessions. Any thoughts on this?
     
    #120     Jun 4, 2005