The Janus Factor: Trend Follower's Guide to Market Dialectics

Table of Contents

1. Cover
2. Contents
3. Title
4. Copyright
5. Dedication
6. The Janus Factor
7. Introduction
8. Acknowledgments
9. Chapter 1: Foundations
   1. Serendipity
   2. The Data Set
   3. Reasons and Causes
   4. Befuddled
   5. Which Way Is Up?
   6. Notes
10. Chapter 2: The Assignment
    1. Measuring Risk: Offense and Defense
    2. Picturing Offense and Defense
    3. The Benchmark Equivalence Line (BEL)
    4. The Trend of Relative Performance
    5. Notes
11. Chapter 3: Feedback and Capital Flow
    1. Feedback
    2. Feedback and Capital Flow
    3. Calculating Relative Strength
    4. The Relative Strength Spread
    5. Trend Followers and Contrarians
    6. Notes
12. Chapter 4: The Janus Factor
    1. Structure and Entropy
    2. Confidence
    3. Is the Market Predictable?
    4. Balancing Acts and Paradigm Shifts
    5. Notes
13. Chapter 5: Seasons of Success
    1. The Venturi Effect
    2. The Relative Strength Spread and the Performance Spread
    3. Group Studies
    4. Notes
14. Chapter 6: Why Jesse Went Broke
    1. The Cotton King
    2. 1911–1914
    3. The Final Years
    4. Notes
15. Chapter 7: Sheep Dogs and Other Contrarians
    1. The Sheep Dog Effect
    2. A Contrarian Hedge?
    3. The Contrarian Rebound
    4. The Contrarian Collapse
    5. Notes
16. Chapter 8: Situational Awareness
    1. Bielema’s Choice
    2. The Bet
    3. Let Us Calculate!
    4. Notes
17. Chapter 9: The Direction of Momentum
    1. Relative Momentum
    2. Relative Momentum versus Relative Strength
    3. Notes
18. Chapter 10: Long Strategies
    1. The Critical Moving Average
    2. The DOM Strategy
    3. Contrarian Threats
    4. A Defensive Long Strategy
    5. It’s a Bull Market, You Know
    6. Notes
19. Chapter 11: The Complete Strategy
    1. Combined Long and Short Strategies
    2. The Model Portfolio
    3. Execution
    4. Notes
20. Appendix
21. About the Author
22. Index