When analyzing trend-following opportunities, evaluate across five prisms: fundamentals (does it make sense?), valuations (are they attractive?), momentum (is direction positive?), investor positioning (is it crowded?), and policy support (does government back it?).
definitionpending
Speaker
Louie VivianoEvidence Quote
“when I see a trend developing in the market such as the the the recent outperformance over the past 18 months of of Chinese equity markets. I look at it through five prisms. First, you know, fundamentals... then you move to valuations... You look at the momentum... then you move to investor positioning... and finally, you get to policy support”
Source
Louis-Vincent Gave: The Dollar’s Breaking? China’s Winning? The End of U.S. Dominance?— WealthionCreated: 8/11/2026, 6:49:36 AM
My Notes
Loading notes...