Meet TradeSmith’s Newest Expert – And the Strategy That Will Get You Through This Frightful Market

Sep 23, 2022

In this week’s Money Talks, I’m doing something a little bit different.

You see, instead of highlighting an idea, strategy, or opportunity related to personal finance and investing, I want to introduce you to an individual.

I’m referring to Senior Analyst Jason Bodner, who officially joined the TradeSmith team this month.

I mention him today for a crucial reason…

Jason – an acolyte of legendary quantitative investor (or “quant”) Louis Navallier and a veteran investment professional himself – believes we’re entering a new era of stock picking:

The era of no-nonsense, data-driven investing.

This approach removes potentially destructive emotion from the equation. And it replaces those hunches, guesses, or take-a-flyer strategies with hard numbers – numbers that tell folks which stocks to buy and sell and when to buy and sell them. 

Of course, this should sound familiar to readers who are also TradeSmith subscribers. It’s the underpinning of our powerful tools and indicators.

But Jason’s proprietary system analyzes market data slightly differently than we’ve previously done here at TradeSmith.

As you may recall, our flagship tools allow investors to look “under the hood” of individual stocks and assets (and even the market as a whole) to judge the underlying health and risk profile of any investment.

While Jason’s system also uses some of the same fundamental and technical metrics, it is primarily focused on tracking the activity of “Big Money” investors – the massive institutional investors responsible for the overwhelming majority of market-moving trading volume each day.

Specifically, it can identify when these Big Money investors are beginning to move into or out of specific stocks in real time.

That last bit is key…

Other systems look at things like capital flows or insider buying to gauge this kind of activity as well. But they typically do so through the “rearview mirror” – via regulatory filings that come out long after the fact. Jason’s system is the only one I know of that identifies these massive “waves” of buying and selling as they’re happening, allowing investors to “ride along” to big potential profits.

His unique market-timing system has produced a fantastic track record over the past several years. However, I believe it’s set to perform even better going forward, as inflation, global disruptions, and other risks threaten to push us into a prolonged bear market where the popular “buy-and-hold” approach to investing is likely to disappoint.

Now, don’t get me wrong…

I still love the idea of owning high-quality “forever” stocks for the long run. But in challenging markets like we’re experiencing today, even great companies can sometimes be bad investments for significant periods.

In this environment, investors will always do best by choosing stocks with fundamental and technical muscle – in short, those with a fantastic underlying business AND positive performance “tailwinds” that can help them defy broad market volatility.

Again, that’s exactly what our TradeSmith tools were designed to do. But Jason and his system have come along at precisely the right time, and I’m thrilled to be able to offer another decisive market advantage to our subscribers today.

I suppose I shouldn’t be surprised… On a more personal note, Jason has always seemed to have fortuitous timing.

He worked at the famed investment bank Cantor Fitzgerald in the early 2000s. But he was transferred out of the company’s New York City office – on the 104th floor of One World Trade Center – to its London office shortly before the 9/11 attacks decimated the firm. Incredibly, he was then transferred back to the U.S. just before the 2005 London subway bombing – an attack on the “tube” he used to travel to work each day.

Jason describes himself as a “nerdy, geeky numbers guy.” But behind that self-deprecating description there’s a savviness about the financial markets and how they work. There’s also a passion for sharing that knowledge and insight with his customers and readers – one that’s invigorating and that we just don’t see often enough. 

Jason spent years – and a small fortune of his own money – developing his system. And frankly, it’s paid off: Hedge funds and private-equity firms pay him tens of thousands of dollars for the data his system produces.

Now he’s bringing his system to individual investors here at TradeSmith. And he’s providing tons of extra support that will show you exactly how to put it to use: which stocks to buy (including how much and at what price), which to sell, and which to avoid altogether.

And, in all sincerity, I think you’ll find him exceptionally likable.

Raised by a single mom in Florida, Jason immerses himself in the family life he didn’t have growing up: He’s married and has three sons, is a dog lover, and makes time for philanthropic organizations – including one that helps families with adoptions.

In short, he’s a “quant” with a heart and a wonderful personality. And despite his success, he’s still incredibly approachable and down-to-earth.

Again, I’m so happy to be able to bring Jason to TradeSmith today. I believe his system is a powerful complement to the products you already know and love, and I can’t wait to hear how they help you build and protect your nest egg in the months and years to come.