Research by Potomac
Insights from the people behind our investment strategies.
Insights from the Potomac team straight to your inbox.
Bull Bear
Guardian
Income Plus
Navigrowth
Data is easy. Interpretation is not.
The internet provides an abundance of resources for obtaining market data, and anyone who has been on any social media site ever–knows opinion is in equally abundant supply. But meaningful interpretation from people who actually manage money is something else.
That’s why we provide our clients with Research by Potomac, a look at the market through the lens of a tactical money manager. This includes a daily note written by our Portfolio Manager Dan Russo, CMT, and regular market commentary from our CEO/CIO Manish Khatta. Catch a glimpse of this content below.
FROM OUR DESK
LATEST INSIGHT AND MARKET RESEARCH
A Teacher and
a Student
Teaching my technical analysis class has served as a constant reminder of the importance of sticking to the fundamentals.
Let’s Have a
Chat (GPT)
With ChatGPT all the rage for the past six months, Dan Russo, CMT, thought it was time for him to take it for a spin.
Should You Be Numb To
the Narrative(s)?
If we were in the business of selling narratives (which we’re not) this is the one that we would be pitching.
The Financial Crisis Taught Investors What They
Didn’t Learn in Investing 101
Investors should pay attention to the magnitude of losses, because of the time it takes to recover from these kinds of extreme losses.
A Message From
the CEO
The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day.
Technical Analysis 101:
The Advance/Decline Line
Simply put, the A/D Line is perhaps the best way to gauge the market’s overall health. It’s typically used for an entire index…
What Does it Mean
to be Extended?
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
OCIO by Potomac
Launch Day
After increasing demand from RIAs, large OSJs, and TAMPs, we’re launching our newest product offering, OCIO by Potomac.
The Truth About the
Killer Yield Curve
Let’s dig into exactly what an inverted yield curve means, the implications for market losses, and if you should start to batten…
Pros and Cons of
Index Funds
While many investors have been told they should invest in them, not many understand why they may or may not be a good fit for…
The 200 Day Moving Average Strategy:
What Is It and How to Use It
The 200-day moving average has stood the test of time and market lore as one of the most popular indicators on several charting platforms.
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