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.

The Principle of Confirmation Can Save Your Skin (V) / Example 5: Bitcoin’s breakup that was a bull trap
November 14, 2025

The Principle of Confirmation Can Save Your Skin (V) / Example 5: Bitcoin’s breakup that was a bull trap

Applying the Confirmation Principle to Bitcoin In four earlier analyses (HERE, HERE, HERE , and HERE ), I showed how…
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Gold and Silver Miners ETF at a critical juncture: Setup for a potential Bear market signal completed on 11/10/25
November 12, 2025

Gold and Silver Miners ETF at a critical juncture: Setup for a potential Bear market signal completed on 11/10/25

Overview: The gold and silver miners ETF reached a make-or-break moment on 11/10/25. The setup for a potential bear market…
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The Emperor’s Clothes Again
November 11, 2025

The Emperor’s Clothes Again

In our latest conversation, Andrew and I picked up right where we left off,  back in April, when I correctly…
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Meltup: Surf It With Caution
November 01, 2025

Meltup: Surf It With Caution

“You don’t need to know what’s going to happen next to make money.” Tom Basso, legendary trader.     PRINT…
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The Principle of Confirmation Can Save Your Skin (IV) / Example 4: Two Silver Breakdowns That Turned into Bear Traps
October 25, 2025

The Principle of Confirmation Can Save Your Skin (IV) / Example 4: Two Silver Breakdowns That Turned into Bear Traps

Applying the Confirmation Principle to precious metals In three earlier analyses (HERE, HERE, and HERE), I showed how the Principle…
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When Market Timing Meets Quant Research: The Results Speak for Themselves
October 17, 2025

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
October 07, 2025

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
October 01, 2025

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
September 16, 2025

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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