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Hi Andreas, I'm also trying to define good times to be in the market with my P123 small-cap strategies and when to be out. If you have TC2000, did you ever take a look at their NYSE McClellan oscillator (T2106)? It seems to correlate pretty well with the time periods that I will have a drawdown. Basically above the 0-line is good, below is bad.

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Yes, worth looking at, but I do not use it. I analyse my systems with 1-2 factors (for example big cap high beta momentum) in order to determine if I need to hedge. Right now the hedge stays on, but I saw some relative strength in high beta big caps last weeks. Much too early to tell, will take at least a couple of weeks to see and to decide. Besides small cap value momentum not much strength out there right now...

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