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Market Notebook

The Market Notebook is the lens through which general market activity comes into focus for us. It is a platform for finding and analyzing opportunities. It is a way for us to review what happened in the markets during the last week and a method of preparing for the week ahead. We think the notebook provides significant insight and a level of transparency into how we think about the markets and we would like to share it with you. Subscribing to the notebook is free. We encourage you to give it a try.

NOTEBOOK INSIGHTS

BETTER UNDERSTAND MARKET ACTIVITY AND TAKE ADVANTAGE OF THAT KNOWLEDGE.

Check out some of the information that is included.

discussion

The discussion section contains observations and thoughts on the week gone by in markets and the week ahead.

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trend change

A list of followed instruments where the trend has changed from one week to the next.

economic calendar

The week ahead economic calendar.

charts

Charts. Lots and lots of charts.

reading list

Useful reads.

market data

The market data section categorizes investment instruments and provides a year-to-date total return, existing trend, and comparative strength based upon a point and figure methodology.

Value Factor candidate stocks

A list of value factor candidate stocks passing a quantitative value screen.

economic indicators

Key economic indicators of in a gauge-like format with clear to understand interpretations of caution and warning areas.

links

Links to useful information.