Dissecting Financial Hype And Managing 5,100% Expectations
Summary Dissecting Financial Hype And Managing 5,100% Expectations The financial investing world is full of hype and promises that set some enormously high expectations that are rarely achievable. In this article I set out to make some additional clarifications and in a rare, uncomfortable step I will make some critiques of other services’ performance marketing. […]
The Three Largest Flows: Cracking The Hedge Fund Code – Part 3
Summary This article builds on prior shared research for members in the series called “Cracking the Hedge Fund Code” that I wrote in 2019 and 2021. It also shares a first draft from Chapter 16 of my new book that is yet to be named and published. Member input and suggestions are always highly valued! […]
Second Largest Negative Signal Of 2026: Bubbles, Barrels, And Skew
Summary Introduction As “bandwagon” investors join any party, they create their own truth – for a while. ~ Warren Buffett Timing matters, and it matters greatly. I have spent the last 35 years trading, researching, and constructing algorithms to identify and leverage the value across fundamental, technical, and behavioral finance models. Of the ten portfolio models designed for […]
The Hidden Edge: Nine Years Of Market Outperformance From Forensic Value Investing
Summary Introduction Every financial statement tells two stories: the one management wants you to read, and the one the numbers expose.” ~ fraud examiner I have spent the last 35 years trading, researching, and constructing algorithms to identify and leverage the value across fundamental, technical, and behavioral finance models. Of the ten portfolio models designed for […]
While Everyone Chases AI, Value Remains A Winner: New Mid-Year Piotroski Selections
Summary Introduction “The intelligent investor is a realist who sells to optimists and buys from pessimists.” ~ Benjamin Graham I have spent the last 35 years trading, researching, and constructing algorithms to identify and leverage the value across fundamental, technical, and behavioral finance models. Of the 10 portfolio models designed for optimal portfolio mixes for members […]
The S&P 500’s Missing Giant: What Happens If The 6th-Largest Stock Stays Out A Full Year?
Summary Introduction The goal of forecasting is not to predict the future, but to tell you what you need to know to take meaningful action in the present” ~ Paul Saffo. Timing matters, and it matters greatly: I have spent the last 35 years trading, researching, and constructing algorithms to identify and leverage the value across […]
Tech Sector Flashes Most Negative Signal Since January Ahead Of Nvidia Earnings
Summary Introduction The vertical line on a chart is almost always followed by a vertical line in the other direction. Speed kills in both directions.” ~ Paul Tudor Jones The most dangerous thing is to buy something at the peak of its popularity. At that point, all the favorable facts and optimistic interpretations have been built […]
The Year’s Most Positive Signal Rallies Markets, But Iran Risk Favors Select Sectors
Summary Introduction The vertical line on a chart is almost always followed by a vertical line in the other direction. Speed kills in both directions.” ~ Paul Tudor Jones The most dangerous thing is to buy something at the peak of its popularity. At that point, all the favorable facts and optimistic interpretations have been built […]
Dip-Buyers Ride Longest Negative Signal Since 2022 To Next Tactical Bottom
Summary Introduction “Death, taxes, and retail traders buying the dip. Those used to be the only certainties in life. Throughout 2025, even when institutional investors were feeling sheepish, day traders could be relied upon to step in and backstop a sell-off. Dip-buying basically became their identity. A year-end review from JPMorgan found that – in their […]
Echoes Of 2022: Bear Bounces As ETF Signal Portfolio Leads S&P 500 By Over 23%
Summary Introduction The riskiest thing in the world is the belief that there’s no risk. By the same token, the safest (and most rewarding) time to buy usually comes when everyone is convinced there’s no hope.”― Howard Marks, Mastering The Market Cycle: Getting the Odds on Your Side Timing matters, and it matters greatly. I have spent […]