by Manish Khatta | May 13, 2021 | News
Key Points Software Gaps to the Downside, Giving Up a Leadership Position NASDAQ 100’s Relative Trend Turns Lower Small Caps are Still in the Range, But the Relative Trend is Improving 10-Year Note is Now Oversold Sentiment is Not as Fearful This Week Chart in Focus...
by Manish Khatta | May 11, 2021 | Jeff, Manish, Podcasts
There is a lot of media attention around “direct indexing” being the future, and we want to dive into what that means. There are a lot of definitions floating around, and to us it’s all about customizations and custom SMAs. Backstory How this can be done Potential...
by Manish Khatta | May 7, 2021 | Dan, Manish, Podcasts
Today we’re proud to introduce a new show from Research by Potomac and the Conquer Risk podcast. Most analysts will take 45 minutes to make the same point nine times, but not us. Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes. The clock is...
by Manish Khatta | May 4, 2021 | News
Key Points Software Gaps to the Downside, Giving Up a Leadership Position NASDAQ 100’s Relative Trend Turns Lower Small Caps are Still in the Range, But the Relative Trend is Improving 10-Year Note is Now Oversold Sentiment is Not as Fearful This Week Chart in Focus...
by Manish Khatta | May 4, 2021 | Jeff, Manish, Podcasts
Yes, we are a TAMP, but we also work with other TAMPs by providing tactical models. If you saw the press release this morning, you know that Potomac has seen nearly 1000% YOY growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment,...
