These in-depth MoneyMastersSM paid courses feature the best strategies and techniques of the some of the most successful professional investors and traders in the nation. When you purchase any of these courses, you also get access to the video recording of the session for one full year. You can watch it multiple times on demand, pause, rewind, and take notes to ensure you get the most from it. Buy multiple courses and get 10% off additional purchases.
February 16, 2021
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10:30 am to 12:30 pm EST Profit from History* by Jeffrey Hirsch - Editor-in-Chief, The Stock Trader's Almanac & Almanac Investor

JP Morgan's classic retort, "Stocks will fluctuate," is often quoted with a wink-of-the-eye implication that the only prediction one can make about the stock market is that it will go up, down, or sideways. Many investors agree that no one ever really knows which way the market will move. Nothing could be further from the truth.

With over 30 years in the business and 54 annual editions of the Stock Trader's Almanac in his quiver, Jeffrey Hirsch, CEO of Hirsch Holdings, has discovered that while stocks do indeed fluctuate, they do so in well-defined, often predictable patterns. These patterns recur too frequently to be the result of chance or coincidence. Join him for this MoneyMastersSM Course and learn how the stock market's historically proven cyclical and seasonal tendencies can be applied to today's markets to make you a more successful investor and trader using historical patterns and market seasonality in conjunction with fundamental and technical analysis.

Part 1 - Trading Discipline & The Major Investment Cycles

We will start off with a refresher course on trading discipline. Jeff will go over how to get into the proper mindset, set goals and priorities, and discuss basic tools and techniques. We will explore market psychology, risk tolerance, expectations, discipline, and bad behavior including seven deadly sins to avoid. Then he will turn to his five disciplines of trading, investing, market timing, and analysis: seasonal, fundamental, technical, monetary, and psychological. After that we will dive into the major investment cycles:

  • War and Peace and the Markets
  • Secular Bull and Bear Markets
  • Decennial Cycle
  • 4-Year Presidential Election/Stock Market Cycle
  • Seasonal Cycles: Best Six Months and Sectors and Commodities
  • Quarterly, Monthly, Weekly, Daily, and Intraday
  • January Indicators

Part 2 - Beyond "Sell in May"

In this segment we will dig into the nitty details of trading and investing strategies built around market seasonality and trends, sector and commodity seasonal rotation tactics: trading the best and worst months, holiday trading patterns, the small cap effect, the only free lunch on Wall Street, triple witching and options expiration and dig into his tactical seasonal switching strategy, seasonal sector rotation strategy, and the current portfolios.

Part 3 - Stock Screening

Here we will delve deep into Jeff's individual stock selection process. As with everything he does, there is of course a seasonal component to how he picks stocks. Not only will he cover how he screens for stocks, but what times of years he selects which kinds of stocks. He will cover the seasonal overlay, fundamental stock screen and technical analysis he employs to construct his stock portfolios, including his current portfolios of small-, mid-, and large-cap stocks. And he will show you how he settles on buy limits, stop losses, entries, and exits. So you will learn what to buy, when to buy, at what price, and when to sell.

We will wrap it up with a lesson in managing positions. Jeff Hirsch will share his trading rules and disciplines and how he manages emotions. You will learn how to create your own "Battle Plan for Investment Survival," how to close out a position, and how to "Profit from Your Investment Mistakes."

*Tickets are $139 per person; all sales are final. If you miss the live course, you can always watch it on demand at a later date.

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2:00 pm to 4:00 pm EST Bond Markets Through the Pandemic, the Election, and into 2021* by John Mousseau - President, CEO, and Director of Fixed Income, Cumberland Advisors

Your MoneyMasters ℠ instructor is John Mousseau, president, CEO, and director of fixed income with Cumberland Advisors, who has over 30 years of investment management experience. During this in-depth course, Mr. Mousseau will discuss the bond markets thru 2020 and the volatility that they experienced through the pandemic, as well as the effects of various government programs on the bond market and offer a look at bond markets in the new administration.

Bond Markets March - April 2020

  • The pandemic rears its head: US Treasuries - plunging yields, US corporates - widening spreads, US tax free bonds - unprecedented fund redemptions.
  • The Fed and the Treasury to the rescue: CARES act and Fed programs

Bond Markets Summer Through the Election

  • Markets are repaired even while pandemic rages
  • Ratings hang in there
  • The state of despair index
  • Markets sensing the election
  • Blue wave

Bond Markets Heading into 2021

  • Government spending
  • Inflation
  • Taxation and legislation
  • Historical yields

Fixed-income expert, John Mousseau, provides you with a look at long-term generational bond markets and examines whether we have gone through an inflection point to help you manage your risk, safeguard your fixed-income investments, and reach realistic financial goals.

*Tickets are $139 per person; all sales are final. If you miss the live course, you can always watch it on demand at a later date.

February 17, 2021
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2:00 pm to 4:00 pm EST Find Your Edge in Chart-Patterns Trading: Know Specifics of Why, When, and How* by Suri Duddella - Trader and Author, suriNotes.com

Pattern recognition is the essential and primary ability any trader develops in technical analysis. It may be basic development, but the perfection of pattern recognition takes extensive practice and repetitive exposure. The expert recognition of patterns helps traders to quantify and react to the changing market environment.

One of chart patterns' most complex issues is to identify them correctly and follow their trading conditions and rules. The success and failure of chart patterns are genuinely determined by traders' understanding of the market context around patterns, optimal conditions, and well-researched trading methods.

For the past 25 years, Suri Duddella of SuriNotes.com, has been a private trader using his proprietary mathematical, algorithmic, and pattern-recognition models. In this course he will cover the following:

Part I: Chart Patterns Essentials

  • Fundamental components of chart patterns
  • Discussion of classic and advanced chart patterns

Part 2: Market Context

  • Learn market context for validating chart patterns
  • Identification of chart patterns with its conditions and rules

Part 3: Pattern Trade Execution and Management

  • Identifying the entries, stops, and exits
  • Using pattern price and time cycles to set targets and stops
  • Managing the chart patterns after entry

Part 4: Success and Failure of Chart Patterns

  • A framework for success and failure
  • How to trade pattern failures
  • Pattern statistics and how to use them for trading

Part 5: Examples of Chart Patterns Trades

  • Chart pattern examples with trade details

If you want to learn one of the most versatile skills that could help you become a more consistently profitable trader, you won't want to miss this MoneyMasters℠ Course!

*Tickets are $139 per person; all sales are final. If you miss the live course, you can always watch it on demand at a later date.

February 18, 2021
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10:30 am to 12:30 pm EST 21 ETFs to Watch in 2021* by Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence

The ETF industry is the Silicon Valley of the investment world, with an explosion of cutting-edge funds offering targeted and often low-cost exposures. In this MoneyMastersSM Course, you'll hear from Bloomberg's senior ETF analyst, Eric Balchunas, about 21 ETFs on the market right now that Bloomberg research analysts are watching in 2021 that tap into the biggest trends and themes. He will also provide tips for analyzing and investing in ETFs.

Lesson 1: Overview

Get an understanding of what ETFs are and why they are growing so fast. You'll discover why they are so cheap, liquid, and tax efficient. We'll also do a quick examination of how they fit into broader market.

Lesson 2: How to Pick an ETF

Learn the ins and outs of ETF due diligence. You'll discover how to properly kick the tires on ETFs by comparing and contrasting their exposures, cost, liquidity profile, and risk.

Lesson 3: Rising Star ETFs to Watch

This introduction to ETFs will start with a look at some of the fastest growing funds on the market. We will look into why they are growing and who their competing funds are. The ETFs in this section will include all asset classes and selected themes.

Lesson 4: Hidden Gem ETFs to Watch

Take a deep dive into some of the smaller ETFs that have potential to be big someday. These ETFs are also selected for how they tap into some cutting-edge themes in the ETF market place. The ETFs in this section will include all asset classes and selected themes.

*Tickets are $139 per person; all sales are final. If you miss the live course, you can always watch it on demand at a later date.

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2:00 pm to 4:00 pm EST How Do Institutional Traders Think, Trade, and Manage Risk?* by Daniel Gramza - President, Gramza Capital Management, Inc.

What clues are institutional traders looking for as the market unfolds around the clock? How do institutional traders position themselves when they will receive the trading book from another time zone? Do they follow the futures markets? How does the institutional trader deal with risk? What trading tools do they use?

Find out answers to these questions and more with trader and international consultant Daniel Gramza, president of Gramza Capital Management, Inc., and dangramza.com. Mr. Gramza works with institutional trading desks around the world. He has taught traders from over 450 financial institutions, 37 exchanges, and 35 countries.

Here's what you can expect from this two-hour in-depth MoneyMasters℠ Course:

  • Learn how international institutional market making works and the trading decision process institutions use.
  • Gain insights into how institutional traders maximize their capital and minimize their risk.
  • Discover the techniques Mr. Gramza teaches institutional traders using his proprietary behavioral Japanese candle analysis approach and multi-time-zone Market Profile.
  • Mr. Gramza will finish by using current markets to demonstrate these techniques.

Don't miss this unique opportunity to gain insight into the institutions that influence the markets that you trade.

*Tickets are $139 per person; all sales are final. If you miss the live course, you can always watch it on demand at a later date.

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