Open Interest Analyst is dedicated to providing financial professionals with actionable research to help them navigate the twists and turns of markets. I research companies, industries and sectors of interest to my Clients in order to identify low risk opportunities. Using my methodology and tools, I efficiently narrow down a large universe of tradable instruments to uncover superior performing candidates.

The research is based upon performance data, not on news, narratives and predictions. I cover North American securities as well as U.S. commodity, financial and currency futures. To limit loss and increase profit, I recommend entry points and risk management parameters for each position. My work is tailored for each Client’s specific requirements.

In December 2020, I published “How I Trade Stocks a book that discusses my analytical process in detail. A link to it can be found at the top of this page and it is available through Amazon and Barnes & Noble.  Since 2014, my research has been published for Bloomberg terminal subscribers. My Bloomberg address: OIAR<GO>

The overwhelming majority of investment research is far too general to have actionable value. Generally, it is a “one size fits all” offering heavily skewed toward the analysis of economics, fundamentals, current narratives along with predictions and “what if ” scenarios. While some of this may provide a broad overview of the topics discussed, the factual data has been discounted by markets. Fundamental information on securities is ubiquitous and financial journalists discuss it endlessly. However, it, like research, has little or no actionable value.

Earnings reports are issued four times annually and they can have a significant impact on stock prices both before and after their release. However, once earnings have been digested by markets, their impact on stock prices diminishes. Subsequent price discovery is driven by a variety of other factors until the next quarterly release. My research will help you make better decisions before and after earnings.

To put the odds in your favor when purchasing equities, your firm must hold securities on the right side of the trend. While this may seem obvious, not uncommonly, a surprising percentage of professional investors own securities in established bear markets. This fact can be confirmed by an assessment of institutional holdings of stocks in multi-year downtrends. To use a metaphor, those long positions are swimming upstream against the opposing bearish tide. Picking bottoms when securities are in multi-year bear markets risks additional loss and years of underperformance. My research can help you avoid this common error. 

Most portfolio managers know that to outperform, they must avoid the minefield of group think, or as the late Sir John Templeton said: “If you want to have better performance than the crowd, you must do things differently than the crowd.”

For more than two decades, I studied a variety of strategies and tactics in order to achieve superior investment results. Most I found to be useless because they had little or no practical application. However, through trial and error, I discovered a set of protocols and tools that have proven to be invaluable for navigating markets, selecting securities and pinpointing entries and exits. 

These work in tandem with objective baseline performance criteria necessary for pre-qualifying investment candidates. For more on my equity methodology, click on the tabs Equity Methodology Overview-Services And Fees.

Personal service has gone out of style with the advent of the internet, cell phones and societal changes. Current and prospective Clients know there is a professional ready to speak with them at any time. I am always available to discuss your ideas and positions, my methodology and research your areas of interest.