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 […]
Total Return Breakouts: Palantir, Tesla, Gold, And Market Timing
Summary Introduction Consider value and momentum, for example, which are negatively correlated. Ideally, you want a portfolio with stocks that have high exposure to both these factors and to avoid those with negative exposure.” ~ Berkin & Swedroe, (2016) Timing matters, and it matters greatly. I have spent the last 35 years trading, researching, and […]
Total Return Breakouts: Biotechs Accelerating To Overtake Gold Rush
Summary Introduction Consider value and momentum, for example, which are negatively correlated. Ideally, you want a portfolio with stocks that have high exposure to both these factors and to avoid those with negative exposure.” ~ Berkin & Swedroe, (2016) Timing matters, and it matters greatly. I have spent the last 35 years trading, researching, and […]
Total Return Breakouts: Semiconductors, Nvidia And The Best Piotroski Value Stocks
Summary Introduction “The key takeaway is the same: Short-term winners are losers in the near-term future, and short-term losers are winners in the near-term future. The data validates the theory: Short term reversals are alive and well across a long swath of history!” ~ Gray & Vogel, (2016) Timing matters, and it matters greatly. I […]
Week 29 July: ETF Signal Update 2025
Summary [ This is my 2,311th article published exclusively for members of my SA investment group to share ongoing research and selections. This does not including many public articles and blog posts. Please see the Members’ Library for many prior strategy articles, presentations, and studies. ] Introduction This is the Week 29 July ETF signal […]
Largest Negative Momentum Signal Since February On Technology Breakdown
Summary Introduction “What is most important isn’t knowing the future – it is knowing how to react appropriately to the information available at each point in time.” ~ Ray Dalio So then… Why aren’t momentum strategies exploited by all smart investors and arbitraged away? Timing matters, and it matters greatly. I have spent the last 35 […]
Total Return Breakouts: Signals Weakening After Record Gains, Nvidia And Semiconductors Key
Summary Introduction “The power of momentum is the ability to generate outsize returns that dwarf returns associated with passive benchmarks. Unfortunately, outsized expected returns deliver enhanced risks.” ~ Gray & Vogel, (2016) Timing matters, and it matters greatly. I have spent the last 35 years trading, researching, and constructing algorithms to identify and leverage the value […]
Total Return Breakouts: New Mid-Year Value Selections In Extreme Volatility
Summary Introduction In finance, the Time Value of Money (TVM) demonstrates that the value of a dollar today exceeds its worth in the future due to potential earning capacity, emphasizing the strategic importance of timing in investments, debt management, and capital allocation. Time is an invaluable resource, often equated with money, wellness, and success across various […]