Who Charted? (E39)
Risk-On?

by Dan Russo, CMT | Jan 31, 2023 | Dan, Investment Management, Podcasts

Dan Russo and Drew Wells highlight International Small-Cap, Discretionary / Staples, S&P 500 High Beta, Bitcoin, and...

Teamwork (E1)
Basics of Teamwork

by Nick McDaniel | Jan 24, 2023 | Christopher, Nick, Podcasts

Starting with a high-level overview, Nick shares how great project management can transform your practice, regardless of its...

Who Charted? (E38)
Don’t Ignore These Bullish Signals

by Dan Russo, CMT | Jan 17, 2023 | Dan, Podcasts

Dan Russo and Drew Wells highlight the S&P 500 & Bond Correlations, S&P 500 & 10-Day Breadth, Growth/Value, Home Construction (ITB), and...

OCIO by Potomac
Launch Day

by Manish Khatta | Jan 10, 2023 | Advisors, Investment Management, Jeff, Manish, Podcasts

After increasing demand from Financial Advisors, we’re launching our newest product offering, OCIO by...

Who Charted? (E37)
Happy Holidays!

by Dan Russo, CMT | Dec 13, 2022 | Dan, Podcasts

Dan Russo and Drew Wells highlight Momentum, Commodities, S&P 500, 10-Year Treasury Note, LIV-EX Wine Index, and...

Industry Gossip (E22)
SEC Crackdown, FTX, Arta, and More

by Manish Khatta | Dec 2, 2022 | Christopher, Manish, Podcasts

Bill Crager commandeers old custody unit, Sam Bankman-Fried steps down, Charles Schwab & Co. undercuts OneSource, and...