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The Till
The Trend Mute
Portfolio Design

The Trend Mute

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Mark Phillips
Sep 20, 2024
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The Till
The Till
The Trend Mute
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A metaphorical representation of muting trends in investing. Visualize a calm, serene scene where several colorful lines or arrows, representing vibrant market trends, are flowing loudly from one side of the image. On the other side, a large volume knob or sound dial is being turned down by a hand, symbolizing the strategy of muting or quieting these trends. In the background, subtle imagery of financial charts and data, blending softly into the muted atmosphere, showing stability. The colors should transition from vibrant to more neutral as the trends are muted.

There's a very good reason people suggest to keep it simple stupid. The naive expectation for risk assets repricing after the Fed cut rates was the correct one. Money gets cheaper, stonks go up. Whil…

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