Trend Following: Weed Control for Portfolios

Person holding a dandelion at sunset

A powerful motivator for many parents is a desire to have their children’s upbringing to be better than their own. Better schools, a nicer house, more toys, and better vacations are all things many of us wish for our kids to experience – especially if we didn’t have these things in our own childhood. I…

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Radical Transparency is Good for Business

Transparent marble showing river and rock scenic view

Celebrating Blueprint Investment Partners’ 10-year milestone late last year gave me an opportunity to reflect on two conflicting realities: One of the areas I reflected on was the topic of radical transparency, something that 10 years ago was uncommon in financial services but today seems to be accepted as good for business – regardless of…

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Inflation Autopsy Report

Headstones in a graveyard

Back in 2021, as inflation rates broke out from their long-term range, we discussed a study by the Man Institute about strategies for inflationary times. Now that prices appear to be stabilizing, we can look back and ask, “How did these assets do?” In Theory, These Are The Best Strategies for Inflationary Times Commodities: In the…

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But The Market Always Comes Back…Right?

Roulette wheel and table

A common argument used against tactical asset management in favor of more passive approaches is that the market always comes back. We applaud the optimism. However, we believe building an investment portfolio that assumes the market will always come back is like putting all the chips on black in a game of roulette. It’s also…

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How to Improve the Odds You Are Hired by New Clients

Two people sitting on park bench

Plenty of quantitative measures support the oft-cited analogy between a financial advisor and a football quarterback. Football players view the quarterback as a leader on the field and in the locker room while investors look to their advisor for guidance and reassurance throughout the year. Quarterbacks call a play that fits the situation on the field…

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Meteorologists with 8% Accuracy Would Be Fired

Court jester clown

Every year on the day after Thanksgiving, my family makes a two-hour drive west to the mountains of North Carolina on the hunt for the perfect tree to celebrate the holidays. It is no doubt one of my favorite family traditions.  Our tree-chopping outing just happens to coincide with the start of one of my…

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Trend & Value Walk Into a Bar…

Two glasses filled with beer

“Nature uses only the longest threads to weave her patterns, so that each small piece of her fabric reveals the organization of the entire tapestry.” Richard Feynman One of the most common questions we hear about our systematic investing philosophy is the comparison of trend following to value investing. We welcome these questions. As trend…

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Webinar Highlights: The Next Generation of Liquid Alts

Ship breaking through ice to form a new pathway

As the head of Blueprint Investment Partners, I had a unique opportunity to moderate a virtual panel discussion with three of the biggest names in the liquid alternatives space last month: Bob Elliott, Corey Hoffstein, and Jerry Parker. I was energized by what I saw and heard, as well as inspired to share some video…

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Famous Strawmen: The Scarecrow & The Best 10 Days Rule

Scarecrow in a field

My mother has always been a big fan of Victor Fleming’s “The Wizard of Oz.” When I was a kid, it would be on TV at least once a year, and mom always made a point to watch it. I usually joined her…up until the part where the witch and her creepy troop of flying…

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Tennis – Hit Winners Or Avoid Losers

Two tennis players on a tennis court

I recently read Howard Marks’ latest memo, “Fewer Losers or More Winners?” and it reinforced in me that this guy is a true trend follower in his own way (even if he doesn’t realize it yet). Marks is widely regarded as one of the most insightful and influential investors in the world, and his memos…

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