Strategies & Setups

Investing Insights: Mental Accounting & Mind Games

There was a time when a cattle rancher in need of new shoes had to find a shoemaker who wanted a cow. This was the barter system which clearly impeded trade and specialization of labor (that cattle farmer may have given up and decided to make his own shoe). To…

Intraday Trading & Setups: How To Place Trades

In part 1 we talked about market structure and how to make sense of the market moves. In part 2 we will explore where to place trades. The main goal in intraday trading is to pick out likely places the market will move before it actually makes it’s move. There are a…

3 Simple Tools For Trading The Futures Markets

When developing your own trading strategy the adage KISS – “keep it simple, stupid” is an important one to remember. This carries over to deciding which trading tools to use as well. I had the privilege to learn to trade from some exceptional traders down at the Chicago Board of…

Don’t Ever Risk More Than You Are Willing To Lose

This is not click bait to have you read yet another bearish article on the stock market. I am currently bearish, by the way, but that has nothing to do with this article. Whether you manage large sums that are deeply invested in the market and hard to withdraw, or…

Successful Investing Means Avoiding Mistakes

If you believe most marketing material, it would be easy to come to the conclusion that great ideas are the primary driver of investment performance. Examples of how a manager uncovered great companies trading at a discount or ones who made a big profitable macro calls are plentiful. Great calls…

Understanding Market Structure For Better Trading Results

We can all agree that the markets are in constant ebb and flow, never moving in a straight line, always undulating. So how then, do we make sense of the market moves to capitalize and get in prior to them taking off? By understanding the basics of market structure. We…

How To Use The Yield Curve As An Equities Risk On/Off Indicator

The drop in equity markets and subsequent V-shaped rebound has left many traders wondering: “Is it safe to increase long equity exposure?” With pundits on both sides making their case, we wanted to share a useful yield curve ratio to help with your equities positioning. The ratio of the 2…

How To Trade A Poor Man’s Covered Call

Most traders worth their salt have used, or at least heard of covered calls. Covered calls are really easy to implement and are a proven long-term strategy. However, for some, the costs of implementing this strategy can be prohibitive. For a covered call trade, the investor needs to purchase 100…

Using Cash Secured Puts To Pick Up Stocks For Less

Getting paid while you wait, I like the sound of that. A cash secured put is a conservative options strategy that can be used to purchase a stock for lower than the current price. Let’s say you’re happy to buy Apple (AAPL) at $173. You’re definitely going to be happy…

How To Improve Market Returns Using Alternative Data

Many people post fancy charts and data points but often times I wonder if they have actual use. Recently, there is also a great infatuation with alternative data (myself included here). The question is – and always is – does this extra analysis actually help or is it just eye-catching…