ETFOptimize Insights

Data-driven Analysis of the Critical Market Indicators
that Determine Strategy Timing and Selection

ETFOptimize Insights - Research and Analysis, Indicator Signals, Market changes


Our ETFOptimize Insights articles provide our Premium Strategy subscribers (and after a 3-7 day delay, all complimentary subscribers) with a detailed analysis of one or more of the dozens of proprietary indicators we utilize in our models. We will feature an indicator when one has a significant change, or its signal is critical to understanding the market's recent movements.

Our rules-based investment strategies rely on composites of multiple robust indicators to provide a diversified set of Risk Signals, optimized for each model's approach, targeted volatility, and defined level of risk. The Signals from our proprietary Risk Score Composites determine when a strategy should reduce exposure to potential market volatility and switch to defensive positions or a cash-proxy ETF. Meanwhile, each model's sophisticated ranking system selects the optimum ETF for conditions. The result is an exceptionally smooth performance with Risk-Adjusted Returns attaining levels of 2.00 to 3.00+ over spans of many years.

Our ETFOptimize Insights articles regularly highlight one of our proprietary Risk Score Composites, particularly when one can provide a unique insight into an unusual aspect of the equity or fixed-income markets. We have Risk Score Composites constructed from 50+ distinct, high-quality, point-in-time (PIT) data series in these categories:

Breadth Indicators ($BI),
Fundamental Risk Indicators ($FI),
Intermarket and Exogenous Indicators ($IEI)
Macroeconomic Indicators ($MI),
Sentiment Indicators ($SI)
, and
Technical Indicators ($TI)

See a list of the 50+ Proprietary Indicators from which we build our algorithmic investment strategies.

To make the best use of our content... (continue reading for guidance on using the ETFOptimize Content)

"ETFOptimize Insights" Articles Publication Date

A Market Based on Hopium ⬅ Latest

August 14, 2022

Declines Set to Continue
June 9, 2022

Market at Critical Inflection Point

May 22, 2022

Waterfall Selloff Ahead? Part 1

Waterfall Selloff Ahead? Part 2

May 15, 2022

May 16, 2022

"Powerful Rally or a Bull Trap ?"
Part 2:
Yield Curves get inverted and recession countdown begins

April 4, 2022

"Powerful Rally or a Bull Trap ?"
Part 1: Fed prepares to tighten, while investors turn bullish

March 21, 2022

An Epic Mistake
February 14, 2022

Imminent Decline Ahead
Featured Indicators: This article reviews many indicators and data sets suggesting a 2022 selloff

October 7, 2021

Pushing on a String
Featured Indicators: The Reverse Repo market shows that there is far too much money in the banking system

July 19, 2021

Three Causes of Recent Extreme Volatility—and How to Avoid It

Featured Indicators: Long-Term Support Line, Percent SPY is Above It's 200-Day SMA, S&P 500 200-Day Breadth

December 1, 2020

Critical Warning Signaled! 

November 15, 2020

A Mixed Bag…
Featured Indicator: S&P 500 Breadth Composite, S&P 500 Earnings Composite (PBEC)
November 9, 2020
Uncertainty Ahead
Featured Indicator: Momentum of Fear, S&P 500 Earnings Composite (PBEC)
November 2, 2020

Robustly Bullish Indicators 
Featured Indicator: Volatility, Momentum of Fear, Technical Signals

October 12, 2020
Market at a Crucial Inflection Point
Featured Indicator: $MI02–Corporate AAA/BBB Yield Differential

September 14, 2020

Key Recession Indicator Says: "Not Yet"
Featured Indicator: $MI01–Unemployment Signal

November 5, 2019

Critical Indicator Gives Bullish Signal
Featured Indicators: Buying Opportunity Indicator

November 25, 2018

The Coming Earnings Slowdown (Not!)
Featured Indicators: $FRS01–SP500-Progressive Blend Earnings Composite

November 11, 2018

Are We On the Cusp of a Bear Market?
Featured Indicators: $Market Regime Score

March 29, 2018

Typical Correction – or Something More?

February 14, 2018

Coming Soon
More insightful articles featuring detailed analysis of market conditions

Coming Soon
More articles...

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