StockViz

We have over 500 blog posts - some split over multiple parts. We finally organized all of them into a knowledge-base that someone new to StockViz can skim through. True to our ethos, its is automated :) github.com/stockviz/blog/blo…

Mid-caps vs. Large-caps – A False Choice? Mid-caps offer minuscule historical return advantages and no diversification benefits over large-caps, making their frequent drawdown pain not worth the risk for buy-and-hold investors. Watch… youtube.com/watch?v=8oK_gQEZ…

Diwali Stock Picks: Doodh ya Paani? stockviz.biz/index.php/2015/… The 2014 Diwali stock picks from ET and Kotak underperformed the CNX Midcap index's 17.6% return, yielding only 2.5% and 14.6% respectively. [archive 2015]

Global Equities Momentum (Update) Explained Gary Antonacci's Global Equities Momentum strategy underperformed the S&P 500 and the US momentum ETF since 2019, as its lower drawdowns were overshadowed by a lag in catching up with market… youtube.com/watch?v=hyO5RWoY…

The Modi Rally in Bonds Charted stockviz.biz/index.php/2014/… Following the Modi effect, the entire Indian yield curve shifted downward and flattened, with 10-year bond yields steadily dropping and 2s10s narrowing to 0.2… [archive 2014]

Liquidity and Momentum, by @ShyamNation stockviz.substack.com/p/liqu…

IPOs Revisited: The StockViz 5-Day Rule Performance data from 53 IPOs validates the 5-day rule: if an IPO does not pop within its first 5 days, it rarely generates long-term gains, as only 2 yielded real profits. Watch the English vid… youtube.com/watch?v=dAu9nBU5…

93 Technical Indicators that don’t Predict Market Returns stockviz.biz/index.php/2014/… A study evaluating 93 common technical market indicators found they offer no predictive power for S&P 500… [archive 2014]

VIX and Equity Index Returns: What the Research Explores A backtest of a VIX-trend-based equity positioning strategy shows the approach does not bear scrutiny, indicating that a simple inverse-volatility long-only model is good enough.… youtube.com/watch?v=veieh5fE…

Budget-day Options stockviz.biz/index.php/2026/… While 16 of the last 26 budget days ended red, trading overnight delta-hedged Nifty short-strangles offers a historically profitable strategy despite high intraday execution risk. [archive 2026]

The Golden Straitjacket Explained Adopting the "Golden Straitjacket" of free-market policies boosts economic growth and average incomes, but strictly limits a government's political and economic policy choices. Watch the English video: youtube.com/watch?v=HdJXMwP2…

Allocating a Three-Asset Portfolio, Optimized stockviz.biz/index.php/2018/… Optimized three-asset portfolios underperform an equal-weight strategy in absolute returns but successfully reduce risk and… [archive 2018]

Most Investors Would Be Better Off Indexing Investors should allocate primarily to index funds to avoid the manager, style, and capacity risks of active funds, which frequently underperform benchmarks. Watch the English video: youtube.com/watch?v=bxqZi1dO…

SMA Strategies, Part III stockviz.biz/index.php/2019/… A stand-alone SMA slope check strategy has lower peak drawdowns than cross-over methods because cross-over averaging creates a lagged response that performs poorly during… [archive 2019]