Research

Research, comparatives, and deep dives.

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Paul Merriman’s Ultimate Buy & Hold Portfolio: Historical Review and Modern Risk Considerations

Published
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January 5, 2026
Risk Aware Investment
Tax Aware Investment
Investment & Finance

How AI Safely Manages Leveraged ETFs for Long-Term Investors

Published
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November 28, 2025
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The Compound Cost of Losses: Why Avoiding Drawdowns Matters More Than Chasing Upside

Published
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October 7, 2025
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Tax-Aware Long-Short Reimagined: How Leveraged ETFs Unlock Greater Efficiency for Retail Investors

Published
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August 6, 2025
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Managing Fat-Tail Risk and Market Regimes: The Case for Leveraged ETF Tactical Long/Short

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August 2, 2025
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The Case for Hedging a Leveraged Long Portfolio with SQQQ to Optimize Risk‑Adjusted Returns

Published
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August 2, 2025
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The Case for Tax-Aware Long-Short Crypto Investing: Gain Crypto Exposure + Generate More Tax Losses Than Direct Indexing

Published
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August 27, 2025
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How a Long-Bitcoin, Short-Equity Hedge Can Improve Risk-Adjusted Returns

Published
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August 2, 2025
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