Library

  • Measuring Performance

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    Risk-adjusted return lets investors compare funds or managers on a level playing field, apples to apples. But not all clients are sophisticated to the point of evaluating their investment returns this way, and that is how good investment managers get fired during bull markets.

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  • Finding a Stock To Trade

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    TTrading is not the same as investing. Just go to where the action is. Our method streamlines the process of identifying stocks suitable for the trader’s time horizon, skill and bank roll.

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  • Bonds: The Fed *is* the Market

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    The Fed itself is now effectively the bond market, and the resulting price stability has rendered asset allocation models in place since 1952 in need of adjustments that no bank, robo-advisor or investment firm can deal with over the short- or even medium term. But we will.

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  • The Endgame (2021)

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    In September 2018, members were introduced to the idea of undiversifiable risk and unpriceable risk. In both of these cases, the concern was that the era of falling interest rates since 1981 was coming to an end.

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  • Introduction to Investing

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    To paraphrase many textbooks, the goal of investing is to efficiently compound savings accumulated over time and to preserve the purchasing power of capital in order to fund future spending and/or meet financial obligations.

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  • SmarterSuite for TradeStation

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    This suite of trading tools were originally made for TradeStation 9.5, and should be compatible with current versions of TradeStation for Windows 10 (see requirements). If for some reason the tools will not play nicely with the latest version, you can always download 9.5 (which is what international users get anyway). U.S. users should login…

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