Publications Archive

Perspective Newsletters

Our Archive of Monthly Subscriber Newsletters

Recent Newsletters Most Recent Newsletters
  Are Posted HERE  ⇦
May-2021 Turbulent Markets and
Index Tracking Matters
Apr-2021 Goldilocks, Risk, Interest,
Leverage and Bitcoin
Feb-2021 More Stimulus and
the Reversal of Fortune
Dec-2020 2020 Hindsight
ETF Tax Benefit
Nov-2020 Election and Vaccine
Drive Markets Much Higher
Sept-2020-b StormGuard Triggering
What You Should Know
Sept-2020 Markets, Awards, and
Safe Surfing Mosier
July-2020 SwanGuard is Deployed:
What You Need to Know
June-2020 The Worry-Trade, Meetup,
Strategy Upgrade
May-2020 L-U-V that Rebound?
Black Swan Vaccination!
Mar-2020-b Black Swan
Mitigate and Vaccinate
Mar-2020 The WHO Says...
StormGuard's Indication
Feb-2020 Black Swan
or Boogeyman?
Jan-2020 Low Volatility Meltup,
BRBF Performance
Dec-2019 Strong Retail Sales
Push Markets Higher
Nov-2019 Merlyn.AI Bull-Rider
Bear-Fighter Portfolio
Sep-2019a StormGuard-Armor's
Behavior Explained
Sep-2019 Nervous Markets and
Introducing a New Index
Jul-2019 Confidently Breaking Through
to New Highs
Jun-2019 FED Remarks Sharply
Reverse Market Decline
May-2019 Market Topping?
Healthcare Risk?
Mar-2019 Continuous Strategy Evolution
Feb-2019 The Rebound, Bear Strategies,
and Merlyn.AI ETF News.
XMas-2018 Grinch Stuns Markets
... but Surfing Santa Delivers!
Dec-2018 StormGuard Still Triggered!
... What's Next?
Nov-2018 StormGuard Triggered!
... What's Next?
Oct-2018 Introducing Merlyn.AI
Now Live Online
Aug-2018 Relax!
The Market's Doing Fine.
Jul-2018 Hot Economy, Wild
Negotiations, Merlyn.AI Preview
Jun-2018 Survey Results:
Pennant Race and A.I. ETFs.
May-2018 The Market Pennant Race?
... Our Own A.I. ETF?
Apr-2018 Volatility vs. StormGuard,
Plus 6 New Extended ETFs.
Mar-2018 Dip Recovery Aftershock
Tells Important Story.
Feb-2018 Market Drops, and
Safety King Takes on Stocks.
Jan-2018 Low Sector Correlation
and Bond Paranoia.
Dec-2017  Santa's Coupon Code,
and Legislative Sector Swap.
Nov-2017 Academic Six-Factor Flop Fix,
Be Thou not Afraid of Biotech.
Sep-2017 Policy Storm Shrugged,
What Really is the Bear?
Aug-2017 No Sign of Market Fear,
and Firing a Strategy
Jul-2017 Pops and Drops --
The New Book -- July Meetup
Jun-2017 Trend Setting ETFs, and...
Prudent Momentum Portfolios
May-2017 XLF Acting Bipolar,
...and About That Flat Spot?
Apr-2017 The Bull's Uneven Legs;
Is This Really The Top?
Mar-2017 Bulls & Bears Both Right?
Bonds: Alternative Facts.
Feb-2017 Black Gold SOS and
Trump Admin. Stock Portfolio
Jan-2017 The Markets, Genetic Algorithms
and Relative Risk
Dec-2016 Trump Surprise Special Situation.
- OK to Get In
Nov-2016 Market Breakdown
Bearable FED — Goldilocks Rocks
Ooct-2016 Zig Zag Anxiety, Prudence,
New Server & Pubs Page
Sep-2016 Formal Bear Market Strategies
... No Selection Bias
Aug-2016 A Financial Canary
in the Coal Mine?
Jul-2016 BREXIT Test, and
FIXIT Best ... Strategy Upgrades
Jun-2016 New Active Charts,
and Ultra ETF Liquidity?
May-2016 Extreme Surfing
 ETF Ultra Alpha SOS Portfolio
Apr-2016 StormGuard Armor:
It Changes Everything
Mar-2016 The Bull Breathes, Late Trade Cost, Preview of StormGuard Armor
Feb-2016 The First Market Bounce,
and New Chart Features
Jan-2016 No Santa Rally ...
But Santa Delivers a New Tool
Dec-2015 Punch Bowl, StormGuard-Zoom,
and The 7 Faces of Risk
Nov-2015 Market Correction,
AAII Conference, Faces of Risk
Oct-2015 Better Safe, ETF 529,
DIY Book, AAII 2015 Conf
Sep-2015 Market Fear or Greed?
 Where's the Bottom?
Aug-2015a StormGuard: The ''Faster
Response'' False Dilemma
Aug-2015 Pause vs. Market Top,
Plus New Features
Jul-2015 Greece—The Skids, Live Forum,
Black Gold, Amazon Payments
Jun-2015 A Fisherman's High-Return
Low-Risk Portfolio
May-2015 Market Top?
Hawaiian Shirts, New Stuff
Apr-2015 A Bit Choppy, Top 10 Portfolio,
TipTop Portfolio
Mar-2015 Beyond Record Highs,
Healthcare Stocks Portfolio
Feb-2015 Rough Start, Treasuries Rule,
AlphaGen Introduction
Jan-2015 The New Year, Yahoo Data,
Don't Fight the Fed
Dec-2014b New Features: From Your
SectorSurfing Santa
Dec-2014a Santa Claus Rally, Low-DD
Portfolios, FWPT Is Now Standard
Nov-2014 Mixed Market Signals?,
Max Drawdown, Data Fix
Oct-2014 Election Woes, Security,
HoF Boot, Nose for VIX
Sep-2014 Rebound, SectorSurfer University, Managed Volatility?
Aug-2014 Market Fears, New Master SOS,
The Value Debate
Jul-2014 4th of July Weekend
BBQ Ponderings
Jun-2014 MayDay Bliss, Dale's Paper, 
and Secret SOS Revealed
May-2014 Tax Man Dues, Bio-Blues,
and Lecture News
Apr-2014 Forward March Higher,
and a Biotech Bubble?
Mar-2014 February Rebound, AAII Wizards, Something New
Feb-2014 January Jitters, New TSP,
Jan-2014 System Upgrade Complete,
Important Feature Details
Dec-2013b Portfolio Design
Contest Winners
Dec-2013a Markets, New Features,
and Own the Bubble
Nov-2013 Health Care, Portfolio Contest, 
and Amazon Payments
Oct-2013b Amazon replaces Google Wallet, Painted-Path, Orlando AAII
Oct-2013a Syria, Gridlock du Jour,
and an ETF Screener
Sep-2013 Late Summer Worries Took
Some Risk Off the Table
Aug-2013 July Was Steady as She Goes
Jul-2013 The June Market Dip Rebound

Momentum Seminar,
Videos, and Slides

Unedited Recordings - Use Chrome or FireFox

Nov-2022 Meetup PDF Slides:
The Tactical Risk Mitigation Index
Also: Video Recording Link
April-2021 Meetup PDF Slides:
Wild Side - Bitcoin and 3x Strategies
Also: Video Recording Link
July-2020 Meetup PDF Slides:
BlackSwan Mitigation and Vaccination
Sep-2019 Merlyn.AI PDF Slides:
Bull-Rider Bear-Fighter Index Intro
Sep-2019 Merlyn.AI Video:
Bull-Rider Bear-Fighter Index Intro
Aug-2018 Merlyn.AI Preview - PDF Slides
Aug-2018 Merlyn.AI Preview - Video
Mar-2018 Conquering the Seven Faces of Risk
MP4: Denver Trading Group
Mar-2018 Designing Ultra ETF
Strategies and Portfolios
Feb-2018 Harsh Market Correction: Human
Reaction and StormGuard’s Reaction
Jan-2018 Bonds, Bonds, Bonds... Will the
Punch Bowl be Shaken, not Stirred?
Nov-2017 Presentation PDF Slides:
"Conquering the Seven Faces of Risk"
Sep-2017 Book Preview Video:
"Conquering the Seven Faces of Risk"
Jul-2017 "Prudent Momentum Portfolios:
Let's Look Under the Hood"
May-2017 "401k Strategy Design Bootcamp"
Mar-2017 "Advanced Strategy Design Principles"
Jan-2017 "ETF and Stock Strategies
for a Trump Administration"
Nov-2016 "Satisfying the Prudent Man"
Sep-2016 "Integrated Bear Bear
Market Strategies"
Jun-2016 "New JavaScript Chart Features," and "The Low Volume ETF Liquidity Myth"
Apr-2016 "How StormGuard-Armor Stunningly Tames Bear Markets"
Feb-2016 "Implementing
Bear Market Strategies"
Dec-2015 "Addressing the Seven Faces
of Risk; Low Drawdown
Portfolio Design"
Oct-2015 "Basic SectorSurfer Review," and "New Chart Features" (bad audio)
Sep-2015 "Basic SectorSurfer Review," and "The Strategy-of-Strategies"
Aug-2015 "Basic SectorSurfer Review," and "Next Market Crash? Three Ways to StormGuard Your Assets"
Jul-2015 "Review of Risk Measures",
and "Don't Put Coal
In Your Rocket Engine!"

Articles and White Papers

PDF Format Documents

"Better Sector Rotation Performance Through
Signal Processing and Problem Segmentation."

AAII Computerize Investing, Aug. 2017
by Scott Juds
"Satisfying the Prudent Man:
Quantifying and Defending Risk"

NAAIM - Active Manager, April 2017
by Scott Juds
"Using Asset Class Rotation to
Reduce Risk and Increase Return"

AAII Computerize Investing, Feb. 2017
by Scott Juds
"Satisfying the Prudent Man:
New Tools Change Old Rules"

White Paper, Jan. 2017
by Scott Juds
"Ride the Trends with SectorSurfer"
Traders Magazine - German, Jul. 2016
by Thomas Bopp
"SectorSurfer: Quick Scan Product Review"
Stocks & Commodities, Apr. 2016
by Joe Gruender
"Investment Performance Improvement Utilizing
Automated Polymorphic Momentum"

NAAIM Wagner Award, White Paper, Mar. 2016
by Scott Juds
"Defensive Position Rotation: Achieving
Financial Goals with Less Volatility"

Advisor Perspectives, May 2014
by Dale W. Van Metre, Ph.D.
"Follow Trends with SectorSurfer"
AAII Computerized Investing Blog, Mar. 2014
by Jaclyn McClellan
"This upstart thinks it can help you
make money in the stock market"

GeekWire Startup Spotlight, Mar. 2012
by John Cook