The Resources
The tools we trade. Now yours.
The community is built around real work. Members have access to the proprietary models we use to manage actual capital. Macro runs through our Trifecta Lens; equities through our Tactical Composite Trend Model and Dual Trend System.
The Trifecta Lens
Three lenses—fundamentals, technicals, and sentiment—that must align before capital is placed at risk, then resolved into a single reading from −9 to +9.
A structural gap between supply and demand, large enough to fuel a prolonged trend. Read top-down through yields, currencies, and liquidity, and bottom-up through valuation and the path of earnings estimates.
The chart must validate the thesis before capital is placed at risk. A brilliant idea the tape refuses to confirm is a falling knife. Price is the ruthless arbiter of timing and the discipline of risk.
How the market reacts to news matters more than the news. We measure complacency, fear, and positioning at the extremes, where the marginal buyer has run out and the crowd has run to one side.
The Trifecta Lens Score
Nine indicators, resolved into a single reading from −9 to +9.
Breadth, liquidity, and sentiment, three inputs each, evaluated against fixed thresholds. The score is the market's vital signs: if breadth and liquidity are failing while the index makes new highs, the patient is not healthy, however it looks. Probabilistic, not binary.
Tactical Composite Trend Model + Dual Trend System
Two stages, in sequence: a top-down read of the market first, then a bottom-up hunt for individual opportunities—only once the market is favorable.
We begin by evaluating whether the major market trend is favorable for risk-taking. At its heart is the Tactical Composite Trend Model: a multi-layered system that fuses long-term trend-following with market-breadth composites to identify critical turning points ahead of major trend changes. It moves through a defined sequence.
Once the broad-market models confirm it is an opportune time to hold equity exposure, the focus shifts bottom-up: scanning for stocks and ETFs already in established uptrends—an added risk control—and showing relative strength against the market.
A systematic approach to stock and ETF selection across short- and long-term systems that combine trend and relative-trend indicators—each tuned to a different trader, time horizon, and market environment.
Illustrative screen · Long-Term system
| Symbol | Name | Sector | Sub-Industry | LT Trend | LT Relative | LT Signal | LT Days▲ |
|---|---|---|---|---|---|---|---|
| ›TXT | Textron Inc | INDU | Aerospace & Defense | 100 | 70 | Bullish | 0 |
| ›FCX | Freeport-McMoRan Copper & Gold Inc | MATR | Copper | 100 | 70 | Bullish | 0 |
| ›LW | Lamb Weston Holdings Inc | CONS | Packaged Foods & Meats | 30 | 20 | Bearish | 0 |
| ›MPC | Marathon Petroleum Corp | ENRS | Oil & Gas Refining & Marketing | 40 | 40 | Bearish | 1 |
| ›PSX | Phillips 66 | ENRS | Oil & Gas Refining & Marketing | 70 | 30 | Bearish | 1 |
| ›CRWD | CrowdStrike Holdings Inc | INFT | Application Software | 60 | 30 | Bearish | 2 |
| ›NRG | NRG Energy Inc. | UTIL | Electric Utilities | 50 | 40 | Bearish | 2 |
| ›COO | The Cooper Companies, Inc | HLTH | Health Care Supplies | 80 | 70 | Bullish | 2 |
| ›TFC | Truist Financial Corp | FINL | Regional Banks | 100 | 70 | Bullish | 2 |
| ›NVDA | NVIDIA Corporation | INFT | Semiconductors | 60 | 40 | Bearish | 2 |
| ›BKR | Baker Hughes Co | ENRS | Oil & Gas Equipment & Services | 60 | 30 | Bearish | 3 |
| ›MAR | Marriott International Inc | COND | Hotels, Resorts & Cruise Lines | 100 | 70 | Bullish | 4 |