I am a money manager, market strategist, and director of research, and The WOTE is my cross-asset market research journal.

Process Overview

Process Implementation

Step 1: SPX Outlook Construction

My core market outlook for the S&P 500 is constructed through the following channels:

I conduct regular analysis of FEDeral government policy (Fed and Treasury) - core to the SPX outlook - through the following channels:

Step 2: Tactical Risk Management

Once the outlook is constructed, I conduct daily/weekly tactical risk management analysis through the following channels:

Step 3: Portfolio Management

I manage my personal investment strategy suite through the following channels:

WOTE Administration Page



The Weight of the Evidence (The WOTE) newsletter (inclusive of anything and everything publicly and privately associated with it, no matter how tangential) contains the author’s own thoughts and opinions on financial markets. The WOTE is for educational and entertainment purposes only and none of the content or ideas should be taken as financial advice. The author is not responsible for any financial gain or loss that you may incur by acting on the information provided. You are solely responsible for making your own investment decisions and should do your own due diligence in regard to opinions and ideas on the markets to form your own personal view and form your own trades. For investment or financial advice, consult with a registered investment advisor and/or financial advisor. By reading The WOTE you are agreeing to these terms, and acknowledge it is for sharing the author’s thoughts and opinions on financial markets. Your trading and investing style, preferences, and risk management may significantly differ from the author’s.

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A cross-asset market research journal.