From EconomPic Data:
Along with taking a deeper look at macro trends/releases to try to figure out this whole economy thing (in these all-too-interesting times), I spend quite a bit of my time creating (long-term-oriented) trading models. The goal? To better allocate my investments by taking away some of my emotion.
The following model I will walk through is a simple model based on my friend Meb Faber's Timing Model.
What is it...
It is an Emerging Market "EM" timing model that allocates between two EM sectors...
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More on emerging markets:
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Superinvestor Mark Mobius: You need to focus on emerging markets now