
Partner, Head of Investment Strategy & Research at @CLiENTF1RST Tax & Wealth Advisors, creator of @Adaptiv and @ADPV_etf. Tweets are not investment advice.
On The Line
Joined April 2014
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We think this will be a great vehicle for both our clients and other advisors!
Excited to launch our first ETF!
$ADPV
Read more about it here:
finance.yahoo.com/news/clien…
Episode 313 of 'The Weekly Trend' podcast, "All Churn, No Burn", is now available! Be sure to check it out on your favorite streaming platform.
youtu.be/9-1IM7BYxvg?si=A8_E…
If you manage money in any sort of fashion, you felt it.
Waters above are calm while there is a flurry of activity underneath the surface.
Tom was an innovator and amazing communicator in the technical analyis community. I got a chance to chat with him on several occasions. Super intelligent and always willing to share. A doer and builder. Rest in Peace.
linkedin.com/posts/nasdaqdor…
Video Killed the Radio Star
Episode 309 of 'The Weekly Trend' podcast, "Video Killed the Radio Star", is now available! Be sure to check it out on your favorite streaming platform.
buzzsprout.com/731102/episod…
If there's anything paramount I've learned from the past 26 years of being involved with markets... do not ignore credit markets!
We do NOT get to be surprised, guys!
Haven't explicitly pounded the table on too many things over the past few years on the podcast. Or with clients.
In general, it's usually a great way to end up looking dumb.
BUT...there is one thing that @AdaptivCharts and I have been quite adamant about.
And that is a new 30-40 year cycle and higher rates.























