Successful investing requires both a bottom-up and top-down approach. Identifying different stages of the economic cycle is not easy and a calendar-based seasonality approach is more precise and effective. Read More
Analyst Articles
Volatility exchange-traded products, especially XIV and SVXY, were the primary cause of the recent stock-market correction that dropped stocks more than 10%. Read More
Blockchain is more exciting than bitcoin, but finding an investable opportunity in blockchain right now is more difficult than many investors understand. Read More
A bearish reversal pattern on Tuesday, January 16th for the S&P 500 suggests some downside through the end of January options expiration week, but the bull should soon return. Read More
Bitcoin and other cryptocurrencies have outperformed stocks by a ton, but there are safer ways to invest in the bitcoin craze than in bitcoin itself. Read More
Selling options can be profitable even if you guess wrong on market direction. That definitely beats betting on the roulette wheel in Vegas. Be the house, not the gambler. Read More
If one knows what to look for, ordinary investors can profit from the rampant stock-market manipulation just like the big boys. The secret involves trading options and analyzing "max pain" stock prices using publicly-available option open-interest data. Read More
My “three-legged stool” analytical approach is one of the best tools there is for predicting the market’s next move, and it doesn't look good going into October 20th options expiration. Read More
For years, institutional investors have been using a little-known trading trick to buy stocks below their current market price. In essence, they believed that (to paraphrase the late “Queen of Mean” Leona Helmsley) “only the little people pay retail.” Now hundreds of thousands of retail investors have discovered this simple… Read More
It’s been a pleasure to research and advise you on small-cap value and momentum stocks for the past few years, but I’m now handing the reins to my colleague, Linda McDonough.You’ll recognize Linda’s name from some stories she’s written for Roadrunner issues over the past year. She’s a Chartered Financial… Read More