Tracking Views is designed to dive through the noise of daily market gyration and get to the essence of what is driving markets in the here and now.
The tactical pieces are again designed to be consumed via both the written word and podcast. These pieces are published four times a week and are aimed to dive through the noise of daily market gyration and get to the essence of what is driving markets in the here and now. The VFTP tactical model portfolio is our expression of this tactical thinking with trade recommendations based on a one to three month time frame. While these ideas are too short term for many, our parameters in determining whether a trade is executed is when the tactical make-up coincides with our longer term structural narrative. When and only when the tactical and structural framework is in alignment, will a trade be implemented.