Insights

Our “Dow Theory Insights” give readers a surface level look at The Dow Theory in practice, market timing, technical analysis and the stock, gold and silver markets.

Some of this content is available for free and is ideal for long term investors and traders.

When Market Timing Meets Quant Research: The Results Speak for Themselves

When Market Timing Meets Quant Research: The Results Speak for Themselves

How world-class quant research and timing filters slash drawdowns and boost returns. What happens when you combine a strong stock-picking…
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Why Bitcoin’s Bull Market Isn’t Over Yet

Why Bitcoin’s Bull Market Isn’t Over Yet

On October 3rd, I had the pleasure of joining Maurizio Pedrazzoli Grazioli’s podcast for the second time. We picked up…
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The Only Macro Indicator That Matters Now

The Only Macro Indicator That Matters Now

“The hope of making a fortune without the necessary study, experience, and preparation, has probably ruined more men than speculation…
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Why Today’s Stock Market Valuations Are Not Excessive: Liquidity, Capital Accumulation, and the Repricing of Risk

Why Today’s Stock Market Valuations Are Not Excessive: Liquidity, Capital Accumulation, and the Repricing of Risk

How liquidity and rising wealth explain today’s high valuations in the stock market Introduction Many market commentators warn that stock…
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Two Opportunities in the Making

Two Opportunities in the Making

“It’s a lot easier to ride a horse in the direction it’s going”. Ed Seykota (legendary trend follower).   PRINT…
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Unlocking the Power of Market Timing

Unlocking the Power of Market Timing

Featured in Technically Speaking (August 2025, CMT Association) and spotlighted by Investopedia, this article delivers hard evidence for smarter investing,…
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Stocks Look Expensive-But Are They?

Stocks Look Expensive-But Are They?

“The reality is that markets are not always efficient. In particular, they seem to adjust gradually rather than instantaneously to…
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When fundamental Indicators Break Down, Price Still Leads

When fundamental Indicators Break Down, Price Still Leads

The LEI and yield curve missed the mark. Price action and margin debt told the real story, and we listened.…
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Two new interviews with Alessio Rastani on Youtube

Two new interviews with Alessio Rastani on Youtube

Once again, I was invited by Alessio Rastani to join him in two new videos. Since I was in my…
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