The H.E.A.T. Formula

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The H.E.A.T. Formula is a radically different way to look at investing your portfolio.

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H- Hedges, you should always have hedges and be agnostic as to being long or short. Bonds are not a hedge

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E-Edges, you should always look for edges. Preferably these are edges with some sort of psychological underpinning, structural edges, or some sort of barrier to entry.

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A-Asymmetric. Everything you do, be it trades or your overall portfolio, should be designed so that heads you win a lot, tails you lose a little.

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T-Themes. You should always be invested in the top themes. Most everything else is just noise.

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We will continue to build out our resources here to help. In the meantime we have a model Hedges and Edges ETF portfolio.

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Our Next Webinar will be January 23,2025 at 2pm EST.

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How to Make Money In Markets During 4 Years of Trump

-Three Major Investment Themes Nobody is Talking About

-Why Crypto is a Must Own and How to Trade it With Asymmetric Risk

-Three ETFs That You Want to Almost Always Be Short

-Dangers of Covered Call ETFs and a Better Approach

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Register Below:

https://attendee.gotowebinar.com/register/980141392770803292

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Participating in a webinar on January 9th, details below:

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https://www.linkedin.com/posts/world-federation-of-exchanges_join-us-for-a-webinar-on-the-future-of-activity-7275541334227120128-tgRk/?utm_source=share&utm_medium=member_desktop

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Wishing everyone a Happy New Year and a great 2025. We are coming off the largest 2 year up move in the markets in a while, I see nothing to say it can't keep going, but you should always have hedges. Here's a recap of the major themes we will be watching, and maybe launching some ETFs for, in 2025 (no particular order):

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AI

AI infrastructure-energy, data centers, etc.

AI Losers (short)

Quantum computing

Quantum computing infrastructure

Self defense stocks (GUNZ)

Politically neutral stocks (ESGX)

European defense stocks (EUAD)

Crypto

Prison stocks (GEO, CXW)

Drone stocks

Argentine stocks

Precious metals

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As you probably know I think traditional asset allocation approaches are stupid. You don't need an asset allocation, you should be focused on the dominant themes.

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Here's what we are currently working on and hope to have out at some point next year:

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• New ways to generate income. We filed for a slew of cash secured put ETFs but also have something else up our sleeves.
• A no, or little bleed tail risk ETF
• ETFs that use AI to pick the holdings
• Some new levered and inverse names
• Some new things in crypto
• A national wealth management firm that will bring H.E.A.T. Formula strategies to the masses and be an alternative to all the traditional crap out there
• A book on the H.E.A.T. Formula
• A podcast on the H.E.A.T. Formula
• More frequent webinars