
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.
Research
Access Leading Market Research
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”
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
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!
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!!”
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.”
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.”
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
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.”
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?”
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
A review of current market conditions, prior research notes, and recommended portfolio allocations and risk...
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
- 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.