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Who Charted? (E30)
Is It Really Risk-On?
Dan Russo and Drew Wells highlight S&P 500 Low Volatility, Bitcoin, Russell 1000 Growth/Value, U.S. Dollar Index, and more.
Who Charted? (E30)
Is It Really Risk-On?
Dan Russo and Drew Wells highlight S&P 500 Low Volatility, Bitcoin, Russell 1000 Growth/Value, U.S. Dollar Index, and more.
Research
Bulls Face
Their Next Test
One bullish datapoint is stalling of bullish relative trends on the part of the defensive sectors of the market.
Energy: The Bulls
Need to Take Control Here
All eyes appear to be on the Energy sector as it trades near the rising 200-day moving average.
News
Potomac’s Model Strategies Joins the Orion Portfolio Solutions Platform
Potomac is pleased to announce that its model strategies are now available on the Orion Portfolio Solutions platform.
Potomac Adds New Strategist Polen Capital to Union UMA multi-strategist TAMP
Potomac Fund Management has added a new strategist, Polen Capital, to their Union UMA multi-strategist TAMP.
Podcasts
Denver Retreat 2022
Art and Mini Golf
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go wrong?!
Denver Retreat 2022
Chopped
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just that.
Education Station (E7)
Model Combinations, Firm CPR, Denver
The AE Team gets together in Denver to address misconceptions when evaluating managers, and having a process like Firm CPR to do so.
Denver Retreat 2022
Art and Mini Golf
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go wrong?!
Denver Retreat 2022
Chopped
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just that.
Education Station (E7)
Model Combinations, Firm CPR, Denver
The AE Team gets together in Denver to address misconceptions when evaluating managers, and having a process like Firm CPR to do so.
The OGs (E4)
Wholesalers and Innovation
From building tech to hiring four wholesalers (yes, we know…) and a project manager, this next quarter looks to be a busy one.
ARTICLES
When Does It Make Sense
to “Buy the Dip?”
We seek to provide some historical context around “dip buying” opportunities and, more importantly, the risks associated with such a strategy.
What Technical Research
Are You Reading?
We’re trying to tell you that technical research is f/**ing important. What’s even more critical? The place you get it.
A Mile High and
an Inch Apart
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments.
Learning from Correlated
Markets
What does correlation measure, how can it be defined, and how can investors use this tool to help with their decision process?
Operating From
Home
As a tech-savvy firm, and being 100% digital, it pushes us to use and create the best technology innovations there are.
When Mentors Become
Business Partners
Any (good) RIA business owner will have a mentor(s) to lead them. Business is a contact sport, and taking a docile approach always loses.
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