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 […]
CFO Insiders Leading The Markets As Value And Dividends Beat Growth
Summary Introduction CFOs derive statistically and economically higher abnormal returns from their purchases of company shares than do CEOs. Furthermore, CFOs’ excess return is robust to controlling for risk factors. (Wang, Shin, & Francis, 2012, p. 758). In this article, I provide a sampling of how we optimize portfolio models to identify long-term continued strength, […]
If This Is A 2022 Market Repeat, Here Is What Likely Happens Next
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 […]
Mega Cap 8 Declining As Top Performers Emerge In Major Value Rotation
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 fundamental, […]
First Negative S&P 500 Signals As Mega Tech Breaks Down From October Highs
Summary Introduction This article serves as a brief January recap and a forecast into February. Some records were set in January that may be the first to have ever happened in my lifetime. As February begins we have some precarious conditions: Timing matters, and it matters greatly. I have spent the last 35 years trading, researching, and […]
New Fed Chair, QE & Lower Rates: Where The 2026 Piotroski-Graham Value Stocks Are Hiding
Summary Introduction “Timing, perseverance, and 10 years of trying will eventually make you look like an overnight success.” ― Biz Stone, co-founder of Twitter. 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 […]
Chasing Bubbles And Riding Value In Another Year Leading The S&P 500
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 […]
Top Forensic Value 2026 Selections: Highest Positive And Negative Scoring Stocks For January
Summary Introduction This is a fundamental value study that offers two new forensic portfolio selections for 2026 to continue testing the top four forensic algorithms applied to detect bankruptcy risk, earnings manipulation, and financial irregularities. This forward testing study makes portfolio selections from the highest positive and highest negative scoring stocks across the U.S. stock […]
Rotations Continue To The Next Rally As Markets Anticipate The January Effect
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 […]