Category: Process

“Between calculated risk and reckless decision-making lies the dividing line between profit and loss.” – Charles Duhigg Anyone else remember how scary the first few weeks of 2016 were? I know – feels like forever ago.  We went from the worst start for stocks in history to what has thus far been a pretty decent […]

Since November 2012, the S&P 500 has remained above its 200-day moving average for 421 consecutive trading days, the longest streak in history. I have compared this streak in the S&P 500 to the Joe DiMaggio hitting streak in 1941 for its incredible consistency and resiliency. The so-called “path of least resistance” has been up […]

The current U.S. equity market has something for everyone.  Whether you are bullish or bearish, there is no shortage of indicators or charts you can use to support your thesis. Let’s run through both the Bull and the Bear case here. In the spirit of Confirmation Bias, feel free to skip ahead to the part […]

It’s that time of year again when we’re all reminded of one of the most famous sayings on Wall Street: “sell in May and go away.” The concept is simple enough. The stock market tends to perform better on average in the November through April period than the May through October period. The performance differential […]

We are honored to announce that the Market Technicians Association (MTA) has awarded us the 2014 Dow Award for our paper entitled “An Intermarket Approach to Beta Rotation.” The full paper is now available to download on the Social Science Research Network (SSRN) (click here). In the paper, we reveal a Beta Rotation Strategy (BRS) […]