The “why” behind my firm: Waverly Advisors
Earlier this week, I sent a note to my email subscribers in which I shared a few thoughts about blogging, the fascination of financial markets, and about my firm, Waverly…
Earlier this week, I sent a note to my email subscribers in which I shared a few thoughts about blogging, the fascination of financial markets, and about my firm, Waverly…
I want to share a simple rule that has worked well for me over the years. I'll explain the how and why, and then wrap up with some thoughts about…
I have a little pile of reader's questions here, so let me just get to them. John asks: "Should I use stop or stop limit orders to protect profits and…
As we head into the US holiday of Thanksgiving, I want to share a practice that has made a real difference for me--for me as a trader, and also for…
Take a look at this picture which I took a few years ago, on a Friday afternoon, on a New York / New Jersey ferry. After a long and stressful…
We, all of us, tend to be overconfident and make too many assumptions. Consider this case: a few years ago, it seemed the TA landscape was swept with the idea…
If you've been following along with the short Excel course, you've created a spreadsheet using SPY daily data, and added daily TLT data to the sheet in another column. I…
Today, we will add another data series to our file we created yesterday that had daily SPY data in it. It's not quite as simple as pasting the new data…
I've spent many hours over the past few weeks talking with my research clients on the phone. (I think this is an important part of what we do at Waverly…
I'm very excited to announce the next step in the evolution of my free trading course: a solid education in the fundamentals of options trading. I made the decision a…
I thought I'd kick the week off with a short, and maybe uncharacteristically personal post. As you've noticed, I haven't posted much (umm... at all) over the past few weeks.…
Just a quick (semi) post here to apologize for the lack of new posts here! I have some good stuff for you soon, but also a few things sucking up…
Over the past few days, I've written a bit about trading macro events and reports, and I also did a podcast episode on the subject. I shared some ideas about…
There are so many things we can't predict; surprises, good and bad, happen. Sometimes these surprises can have a dramatic impact on our positions. One of the core tasks of…
I wrote a post late last week on the value of admitting what we don't know. I made some arguments about the dangers of false confidence, and the errors we…
We live in a world where most of our basic needs are fulfilled; most of us have food and water, we have a sense of safety and security, a sense…