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
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…
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cuz every other year isn't? 🤷‍♂️
"2027 is going to be really, really challenging for the stock market."
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46 year relative breakout for $VLO v $SPX
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Some of my family members act shocked when I don't "know the latest news"
I’m just shocked by how many people still think news is real.
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David Zarling, CMT retweeted
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…
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Only 5 S&P 500 stocks are above their June highs and their respective all-time highs. $CVX, $MPC, $PSX, $VLO, and $DELL. 4 of the 5 are Energy stocks. $XLE
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Still moving higher. Doesn't matter until it matters.
I find it interesting that CCC credit spreads continue to move higher since the fall of last year
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Put it in my veins
Jaw-dropping stuff from The Wonder Kid
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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.
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I've always wanted Stephen A to look at me like this
Watching people who have not been 'warning' about treasury yields say they've been 'warning' about treasury yields
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Still interesting Doesn't matter until it matters
I find it interesting that CCC credit spreads continue to move higher since the fall of last year
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Is this AI?
what the shirt says 🙂‍↕️
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If there's anything paramount I've learned from the past 26 years of being involved with markets... do not ignore credit markets!
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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.
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dang
Gen Z is moving money from stocks to sports betting in wealth plans, 52% of them have redirected inv funds to sports betting and quarter of them treat sports betting as a deliberate part of their long-term financial plan, according to survey from Betterment. Wow.
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Not surprising, but still interesting
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