My quant system continues to work for me, I'm beating the market for the year (real life trades) though I've been lagging a little the last few weeks. There wil always be periods of lagging with any system, sometimes these periods can persist and that's when most traders (and fund managers) blow it, they give up or change a system that would be effective over the long-term if they stuck to it but it's really really hard to stick to it if you lag for a year or two. Nevertheless, 60% is the best anyone can hope for and a 60% success rate means that with truly random distribution there will be long periods that lag. A lifetime 60% free throw shooter will have LONG stretches in his career where he will miss more than half of his shots. [more]
I've never shorted a stock, and I've avoided shorting even in CAPS. [more]
This is what I said 6 months ago. I was right then and my outlook hasn't changed since. I have been, however, increasing my exposure to international stocks both large and small. I especially like VINEX and DGRE.
First of all, the 8 cheapest stock markets in the world (be sure to read the whole article)... [more]