Dear Friends
Thirteen years ago, I began a quest to find the best financial research available in my field and use it to better serve all of my clients.
Wall Street provides competitive guidance across many firms. Over my lifetime I have utilized myriad research from a wide spectrum of firms and research institutions. The majority of data proved favorable, but the more tools in the financial shed the better!
There is one common theory in Wall Street’s thinking, and it culminates in how industry valuates investments. I believe the denominator changed.
To combat the uncertain world and augment our current research, I am excited to announce two new research tools in my information arsenal:
Refintiv’s Starmine Analyst System (ARM for short)
DeMark Indicators Research and Execution.
Long-term investing and goals can be frustrating and more than a little scary in the midst of political and socio-economic tumult.
The software I selected provides a fresh set of tools to look at market indicators and long term trends to further delve into the standard firm analytics.
Recommendations and strategies to adjust to trying times are a continued part of my service, and these tools were chosen with YOU in mind.
I will be reaching out to each one of you to reaffirm your long-term goals and explain the added benefit of the new software as we head to the end of the year.
That is all I have at the moment,
More announcements are coming soon. All my best
Chris
Descriptions:
Starmine, is a collective based research body, combined with a proprietary algorithm that displays a value to a fund or company in several areas. The ARM system looks at changes in analyst sentiment, considers relative price movement, earnings estimates, plus market sector to create its score.For more info on Starmine, please click below.https://www.refinitiv.com/en/financial-data/analytics/quantitative-analytics/starmine-analyst- revisions-models
Demark Analytics LLC, Tom Demark developed an algorithm that looks for momentum shifts in the market before they happen. Tom completed this by hand back in the early 90’s (yes no Excel program, he's just that smart) and has refined its use to multiple analyses but for our purposes his primary focus is described below.
- DeMark “Sequential” indicator Is a multi-phase indicator that analyzes price data to provide insight into inherent strength or weakness of the market's trend and its likelihood of reversing. DeMark indicators can work on a daily, monthly, and yearly bias. So, in theory, we can get better guidance on multi-year setups and risk reduction strategies. https://demark.com/demark-indicators/
Christopher R. Lakian