by Manish Khatta | Dec 11, 2020 | Investment Management
In a recent blog we discussed the perfect record of a breadth thrust in relation to subsequent market gains. Our definition of a breadth thrust is: …when you have an extreme number of stocks advancing, rather than declining over a short period of time. While we have...
by Jeff Goodnow | Sep 29, 2020 | Investment Management, Podcasts
An OCIO, or Outsourced Chief Investment Officer, is becoming more and more commonplace with Advisors. But what exactly does that entail, who is actually using them, and what does that relationship look like? We break down: What does an OCIO actually do? How precisely...
by Manish Khatta | Aug 6, 2020 | Investment Management
There are literally hundreds of data points that are injected into our technical trading systems. Each piece of data has its own story. The same data point can be used in a complex trading system as well as a very simple measure of the current market environment. For...
by Jeff Goodnow | Jun 25, 2020 | Advisors, Investment Management
5 Questions Advisors should know about OCIO services If you flashback thirty years ago there were very few institutional investment strategists available for financial advisors. Typically, these advisors would create their own asset allocation from a group of mutual...
by Manish Khatta | Jun 10, 2020 | Advisors, Investment Management
There has never been a better time to be a DIY investor. You can literally open an account for very little money and trade commission free. As an investment manager you would think we wouldn’t like this trend but it’s quite the opposite. The more educated investors...
