A research process built over four decades, on the buy side.
Milton aggregates data from disciplines few research providers combine — fundamental, macro, economic, and technical — and tests every signal against the historical record before it earns a place in the firm's indicator set.
A unique approach to research, aggregating data from a variety of sources.
Milton has developed an extensive collection of proprietary indicators — his system tracks over 30,000 daily — incorporating research from all disciplines to analyze trends in equities and other asset classes, including bonds and commodities. His work integrates historical data using fundamental, macro, economic, and technical factors to offer a comprehensive view on the financial markets and timely, actionable research on the current environment.
Three published statements of the method.
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Approach to the Markets
How the firm reads equities — fundamental, macro, and technical disciplines woven into a single thesis.
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The Boundaries of Technical Analysis
A founding statement of the firm's method: which technical signals decay under scrutiny, and which hold across regimes.
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Model Building Using Data Extremes
An inside look at the proprietary indicators — how extremes in the historical record become the inputs to today's turning-point models.
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