The first place winner in the 2015 NAAIM Wagner Award competition “Lumber: Worth Its Weight in Gold – Offense and Defense in Active Portfolio Management.” by Charlie Bilello and Michael Gayed has generated multiple mentions in the popular financial press.
Here are some the article links:
USA Today: http://www.usatoday.com/story/money/2015/04/17/three-investment-themes-from-trees/25886517/
WSJ-Marketwatch: http://www.marketwatch.com/story/lumber-and-gold-send-a-warning-to-stock-market-bulls-2015-04-20
Barrons: http://m.barrons.com/articles/gold-lumber-and-their-impact-on-stocks-1429566576?mobile=y
Additionally, Charlie has posted additional information on his blog:
http://pensionpartners.com/blog/?p=1404
