Providing clear, actionable guidance on a regular basis to help investors and traders navigate the uncertain and often irrational financial markets.
If you manage the downside, the upside will take care of itself.
Our mission is to provide clear, actionable guidance on a regular basis to help investors and traders navigate the uncertain and often irrational financial markets. We put hours of effort into creating our reports, while leveraging our ~80 years of combined experience to analyze the key market-moving events and distill that into a cogent outlook.
We attempt to provide something for all types of market participants – from long-term investors to short-term traders – while maintaining our conviction that the best approach to the financial markets is to follow the primary trends and manage risk along the way.
We think in terms of “secular” bull and bear markets lasting several years, but are not afraid to make bold “trading calls” from time to time when we spot opportunities or warning signals.
We view ourselves as risk managers first and foremost. As I have learned in my 50+ years in this business, if you manage the downside, the upside will take care of itself.
If you manage the downside, the upside will take care of itself.
Our mission is to provide clear, actionable guidance on a regular basis to help investors and traders navigate the uncertain and often irrational financial markets. We put hours of effort into creating our reports, while leveraging our ~80 years of combined experience to analyze the key market-moving events and distill that into a cogent outlook.
We attempt to provide something for all types of market participants – from long-term investors to short-term traders – while maintaining our conviction that the best approach to the financial markets is to follow the primary trends and manage risk along the way.
We think in terms of “secular” bull and bear markets lasting several years, but are not afraid to make bold “trading calls” from time to time when we spot opportunities or warning signals.
We view ourselves as risk managers first and foremost. As I have learned in my 50+ years in this business, if you manage the downside, the upside will take care of itself.
Meet the Team
The three of us have worked together for many years and each offer different skill sets and approaches to the market. In addition to providing our opinions, we also share some insights into what we are doing in our own portfolios.
Jeff Saut
Colorful market commentary from a Wall Street legend. Jeff uses a combination of fundamental / technical analysis, conversations with leading industry figures, proprietary model indicators, and his decades of experience to provide a unique outlook on the financial markets. In addition to his interesting anecdotes and stories, Jeff has a long, successful track record of calling it like he sees it and not being afraid to make a bold claim. Jeff will also include in his reports promising investment ideas that he comes across that meet his screening criteria.
Andrew Adams CFA, CMT
His Charts of the Week and Trading Flash reports take a “balance of evidence”, probability-based technical look at the financial markets multiples times per week, while drawing attention to any interesting developments he sees in the charts. As a full-time trader, Andrew is singularly focused on the day-to-day action, which helps him stay in sync with the message of the market. Additionally, he often comments on some of the popular talking points of the day and provides regular trade ideas for both the short and intermediate term.
Harry Katica CFA
During his long career as a fundamental equities analyst, financial advisor, financial industry manager, and investor, Harry has viewed the markets through many different lenses and now combines that experience to write narrative-driven summaries and outlooks for the various market sectors. Within these reports, he highlights possible investment opportunities in individual stocks by taking a value-based, sometimes contrarian look at situations where a company is dislocated from its perceived worth. Each week, Harry provides updates to his “Focus List” and “Large Cap Yielder” portfolios.