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Welcome to the Systematic Investor Series.

Welcome back to Top Twitterriters Unploked, where each week we take the pulse of the markets from the perspective of a rules-based investor.

It's Alan Dunn here again this week, sitting in for Neals for the second week while he's traveling.

Niels will be back next week. But today, I'm delighted to be joined by Chem. Chem, how are you? Great. Good to be here. I love that we get a little mashup this time.

Two guests as hosts should be a lot of fun. Exactly. Looking forward to us. So we've a lot to get

through. I know a lot of very interesting macro topics and there's a lot of

elections going on around the world at the moment. So we're going to touch on that as well.

But maybe before I get into what's on your radar, we might just do quick update on trend following

performance just to get that in there. So obviously it's been early start of the week

and it's been a shortened week already, obviously, with the holidays.

But based on the most recent data,

Sochgen trend, but a positive start to the month,

the suction trend up 0.66% on the month and up 9.4% on the year and the Soxgiencd index up 0.66% on the month and up 9.4% on the year. And the StocktonCG index up 0.54% on the month

and year to date up 7.81%. Obviously early in the month, I think from a trend following perspective,

ongoing weakness in the end, certainly one of the key drivers there. And also obviously,

the equity market rally

continuing bonds quite choppy from your perspective shem early in the month but has seen anything

interesting from a performance perspective what are your thoughts yeah i mean on my end the story

this summer um obviously near dear to my my heart is dispersion, right?

The fact that we're seeing, you don't hear a lot about it, but you're seeing record dispersion.

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