About

David Lundgren, CMT CFA

David has more than three decades of investment industry experience, both as an analyst and portfolio manager (global long only & hedge funds), with a focus on technical analysis strategies, particularly momentum and trend following. He presently manages a trend following & momentum based long/short hedge fund.

The MOTR Research Service   Fundamental trends, and in particular opinions about those fundamental trends, are constantly in flux, but there are core principles of trend following that must always be true. The MOTR research process is built around these very principles, which David refers to as the “inviolable rules of trend following”. This highly systematic research process incorporates elements of Momentum and Trend (MOTR) using several proprietary models across multiple timeframes.

The Weekly MOTR Report and the Monthly MOTR Checkup Video series together provide subscribers with insights into where David is finding opportunities and where he sees risks in the ever-changing market. The primary objective is to help readers stay in gear with primary market trends. Non-subscribers can also stay in gear with what David is seeing by subscribing to “Charting My Interruption” (CMI), a free weekly note about markets, momentum, and trend following.

Investment Strategy

Discretionary decisions, guided by comprehensive systematic bottom up modeling process

Risk first. Successfully navigated the three largest bear markets of the last 25 years (’00, ’08, ’20).

Regime focus (bull, bear, neutral) provides context to signals. Focused on thematic industries with leading momentum and positive price trends.

Investment Philosophy
We believe that success in investing depends on Philosophy, Process, and Psychology.
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Where We Are Now
Read the latest commentary and market insights from the MOTR strategy.
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Educational Tools
Delve deep into our repository of technical analysis educational content.
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Charting My Interruption (CMI): “The Bulls Are Baaaaack!!!” Read More

Charting My Interruption (CMI): “The Bulls Are Baaaaack!!!”

On Thursday, the spread between the percent bullish and percent bearish respondents in the weekly AAII Investor Sentiment...

Weekly MOTR Report (WMR): “Bull Thesis to be Tested During Impending Rally” Read More

Weekly MOTR Report (WMR): “Bull Thesis to be Tested During Impending Rally”

This week’s actionable ideas Click here for this week’s chart pack of actionable buy ideas. The list contains a...

Embracing The Bubble | Trendlines Over Headlines Read More

Embracing The Bubble | Trendlines Over Headlines

In this week’s episode, David Lundgren of MOTR Capital Management joined us to talk technicals! We discussed trend...

Catching Up from the 50th Anniversary CMT Symposium: David Lundgren, CMT, CFA! Read More

Catching Up from the 50th Anniversary CMT Symposium: David Lundgren, CMT, CFA!

Bill Kelleher, CMT, CFA is the Founder & Chief Market Strategist at MOTR Capital Management & Research, Chief...

Charting My Interruption (CMI): “MEGA ‘Caps’…Making Equities Great Again!!” Read More

Charting My Interruption (CMI): “MEGA ‘Caps’…Making Equities Great Again!!”

The MEGA "Caps" are Making Equities Great Again!!! The 10 largest companies have been making headlines of late, as they have...

Weekly MOTR Report (WMR): “Primary focus remains on leading stocks in leading sectors.” Read More

Weekly MOTR Report (WMR): “Primary focus remains on leading stocks in leading sectors.”

This week's actionable ideas Click here for this week's chart pack of actionable buy ideas. The list contains a selection...

Charting My Interruption (CMI): “MAANAGeMeNT vs Employees…the tension grows.” Read More

Charting My Interruption (CMI): “MAANAGeMeNT vs Employees…the tension grows.”

As the 9 constituents of our MAANAGeMeNT Index* (Figure 1, top panel) track ever higher in their sky-scraping office tower...

David Lundgren: Why Trend Following Works | Investing With IBD Read More

David Lundgren: Why Trend Following Works | Investing With IBD

David Lundgren, portfolio manager at MOTR Capital and host of the "Fill The Gap" podcast, discusses the difficulties of...

Weekly MOTR Report (WMR): “Some incremental improvement, but not a full green light for risk just yet.” Read More

Weekly MOTR Report (WMR): “Some incremental improvement, but not a full green light for risk just yet.”

The quarterly Risk Gauge has ticked up to 6 from 7, and Infotech (IT) has worked into the #3 spot in our sector ranks....

Charting My Interruption (CMI): “What if interest rates turn higher?” Read More

Charting My Interruption (CMI): “What if interest rates turn higher?”

With the US 10 year yield having broken a 40 year downtrend, the idea that we have transitioned to a new interest rate...

Monthly MOTR Check Up, May 2023 Read More

Monthly MOTR Check Up, May 2023

A review of current market conditions, prior research notes, and recommended portfolio allocations and risk...

Fill the Gap Episode 28 LIVE  Tenets of Trendfollowing Read More

Fill the Gap Episode 28 LIVE Tenets of Trendfollowing

This fireside chat was broadcast live from midtown Manhattan on April 28, 2023 as episode #28 of Fill the Gap: the Official...

MO . TR

[ mōdər ]

Acronymn
  1. Combining the two most important aspects of technical analysis, Momentum & Trend, into a timely, actionable, highly readable research product, designed to keep investors in gear with major market trends.
TWITTER

Recent Tweets

"Strategists" who do NOT manage money yet ridicule actual portfolio managers for highlighting bad breadth as a reason for why they are underperforming have no idea what they are talking about. Cool your jets there, backseat driver. This is a lot harder than writing about it. twitter.com/i/web/status/1…

HEADS UP: I’ll be live on The Morning Show on @stockmkttv with @allstarcharts and @sstrazza TODAY at 9:00 am ET. Watch it here: youtube.com/watch?v=5ShtzU…

What is it? Narrow bull? Broad bull? Traditional bear? Lots of conflicting messages, but if you respect the message of the market, maybe its not so confusing?

See last week's "Charting My Interruption" (CMI) below...
motrcmr.com/charts

#trendfollowing #momentuminvesting twitter.com/i/web/status/1…

Divergences are divergences, until they ain't, and then they're not. Be flexible if things change.

With so much uncertainty regarding inflation, deficits, war, AI, and the environment, now, more than ever, it is essential to tune out all the noise and listen to the best macro strategist on the planet...the market.
#trendfollowing #momentuminvesting

(1/4) Is #trendfollowing really not working over the past 2 years? Well, let's see.

What is trend following?

It's two things:

1) opportunity management (isolating market leadership in a bull market), and

2) risk management (saving your bacon in a bear market).

TESTIMONIAL

What Are People Saying About Us

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Tanahair is the friendliest and most efficient company I have ever used. The whole thing takes time to introduce the product and as a result puts forward only the best opportunities that really suit you.

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CEO

What is Lorem Ipsum

Tanahair is the friendliest and most efficient company I have ever used. The whole thing takes time to introduce the product and as a result puts forward only the best opportunities that really suit you.

Mang Oleh
Mang Oleh

CEO

What is Lorem Ipsum

Tanahair is the friendliest and most efficient company I have ever used. The whole thing takes time to introduce the product and as a result puts forward only the best opportunities that really suit you.

Mang Oleh
Mang Oleh

CEO

What is Lorem Ipsum

Tanahair is the friendliest and most efficient company I have ever used. The whole thing takes time to introduce the product and as a result puts forward only the best opportunities that really suit you.

Mang Oleh
Mang Oleh

CEO

What is Lorem Ipsum

Tanahair is the friendliest and most efficient company I have ever used. The whole thing takes time to introduce the product and as a result puts forward only the best opportunities that really suit you.

Mang Oleh
Mang Oleh

CEO

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