The Signal Behind the Strategy: Capital Weighted Volume

At the core of this model is the work of Buff Dormeier, whose Capital Weighted Volume (CWV) framework provides a real-time lens into how capital is flowing through the market—not just where prices are moving.

Dormeier’s approach goes beyon...

I started out with a paid for Jeep Wrangler I bought during my Masters of Business Administration (MBA) at Northern Michigan University. The vehicle was great in upper Michigan and New Orleans, LA but lagged on the highway driving of Metro Chicago. After 6 months into a new position I decided to fin...

Most portfolios stop at diversification.

Growth.
Value.
Quality.

That alone can improve returns and reduce risk.

But there’s another level most investors never reach:

👉 Dynamic risk management

The Game Changer: Tactical Risk Overlay

What if your portfolio didn’t just hold through downturns…

Most investors believe they need to constantly rebalance to outperform.

Update monthly.
React to news.
Stay “active.”

But what if the opposite is true?

Over the past year, I applied the CAN SLIM model in real time — with real capital — combined with the Lutey Recession Rule to guide market exposu...

The Lutey Recession Rule Is Flashing… But the Market Keeps Climbing

One of the most important lessons in markets is this:

Signals don’t move markets — positioning around signals does.

Right now, the Lutey Recession Rule is in one of the most interesting states we’ve seen in years.

The Setup...

A rules-based S&P 500 strategy that aims to outperform the index over time with lower drawdowns, by tactically shifting between equity and debt and combining growth, value, and quality factors.

The Lutey Tactical S&P 500 System bundles three research-based S&P 500 portfolios with the Lutey Recessio...