Index Rebalancing: Why Stocks Move When They Join the S&P 500
How S&P 500 index rebalancing works, why added stocks jump, and how traders and investors can think about the index effect and its risks.
Strategies
Building a Stock Watchlist: Screening Criteria That Save Time
Learn how to build a stock watchlist with screening criteria that save time. Filter candidates, set a routine, and maintain your list for trading or investing.
Backtesting a Strategy Without Fooling Yourself
A practical guide to honest backtesting: spotting overfitting, correcting survivorship bias, and using out-of-sample tests to separate real edges from curve-fit
Short-Term Mean Reversion With RSI(2): How the Setup Works
How the RSI(2) mean reversion setup works: entry and exit rules, why backtests overstate results, and how traders and investors should size risk.
Gap-and-Go vs. Gap Fill: Two Opening Strategies Compared
Gap-and-go vs. gap fill: how the two opening strategies work, what market conditions favor each, and the risks traders and investors should weigh.
Pairs Trading: Market-Neutral Trades Between Related Stocks
How pairs trading works: choosing related stocks, trading the spread long and short, and the real risks that break market-neutral positions.
Momentum Investing: Why Winners Keep Winning Until They Don’t
How momentum investing works, why momentum crashes happen, and how traders and long-term investors can size and manage the risk differently.
Sector Rotation: Following Money Through the Business Cycle
How sector rotation works across the business cycle, which sectors tend to lead in each phase, and how traders and investors can apply it without overfitting.
Trading Around Earnings: Before, During and After the Report
How implied volatility, gap risk and post-earnings drift shape earnings trades. Worked examples for traders and investors, plus edge cases.
Pullback Trading in Uptrends: Entries at Moving Averages
A rule-based pullback trading setup for uptrends: entries at the 20 and 50 moving averages, defined stops, targets, and the conditions that void the trade.