Passes & Classes

Emotions are an investor’s worst enemy, causing them to buy at the top, sell at the bottom, and play “whack a mole” in between. However, history shows that by embracing a rules-based investment approach, one can extract emotions from the investment process, improve performance, and reduce volatility. Sam Stovall, chief investment strategist of CFRA, author of The Seven Rules of Wall Street, and creator of the Pacer-CFRA Seasonal Rotation ETF (SZNE), will show that an understanding of stock market history can serve as virtual Valium. He will also discuss market-beating, sector-rotation strategies that leverage seasonality, momentum, and correlation.

Michele “Mish” Schneider, director of Trading Education and Research, and Keith Schneider, chief strategist and CEO, at Marketgauge.com will walk you through the steps of their systematic trading process. More specifically, they will cover megatrends for stock selection, market phases, big view, market internals, and key market relationships, opening range, indicators, and position sizing. They will also discuss using and setting up indicators in separate time frames, entering trades using the opening range, and how to correctly position-size your trades to manage risk. They will end the class by putting it all together with practical application of the steps and have the class work in small teams with pre-selected stocks to simulate the trading process.

Estate planning experts and best-selling authors David T. Phillips and Richard Durfee will reveal key strategic moves that you can make now to grow, insulate, and protect your assets from the grip of creditors, predators, and the IRS. During this exclusive class, you will learn new retirement rules, how to navigate the double hazards of taxation and inflation, and the Roth on Steroids strategy. You will also discover the top five wealth destroyers and how to avoid them, capital gain secrets to reduce taxes, increase income, provide for heirs, and make the world a better place. Lastly, you will understand the true power and purpose of dynasty planning, how to earn market-like gains without any market risk, and how to build a totally tax-free estate.

Jason Bodner, former head of Equity Derivatives at Cantor Fitzgerald and quantitative analyst, will teach you how to identify outperforming stocks using quant analytics and cutting-edge AI-driven technology. Specifically, you will learn the essential fundamentals and technicals to look for. You will learn about the power of big money flows and how to apply them to your stock picking. You will also hear Jason break down the essential inputs that went into his AI and quant algorithms that power his system for stock picking. After this class, you will be able to pick winning stocks using basic publicly available data such as what you can find on Yahoo Finance or similar websites.

In 2022, oil soared to more than $130 per barrel and US natural gas prices jumped over $10 per million BTUs. Yet this year we’ve seen oil tumble into the $60s and gas prices plummet as much as 80% from the 2022 peak to under $2. So...is the energy supercycle over? Roger Conrad and Elliott Gue will explain exactly what’s driving oil and natural gas prices. They will identify the most profitable trends and their favorite stocks to buy right now for both income and growth potential. They’ll also cover the key investment themes to watch across the major sub-sectors of the industry, including oil and gas producers, refiners, high-yield midstream MLPs, and pipeline companies, as well as nuclear power and renewables. They’ll ALSO reveal some stocks on their blacklist—over-hyped stocks and income traps that could cost you serious cash over the next few years.

Are consistent 85% hit (win) ratios with 3.0 profit factors (win $/loss $) realistic and attainable overall in varying market conditions? Is there evidence to support the viability of this goal? In this class, AAII investment strategist and senior technical analyst Raymond Rondeau will cover the theory, approaches, and factors that are the foundation of these types of strategies. Each conviction-based strategy contains seven different factors, designed for end-of-day executions, that result in durations ranging from 20 to 85 days. The strategies emphasize the consistency of returns in all market conditions and risks.

The companies that make the AI chips and high-speed servers for cloud computing are the big winners in the AI craze. Nvidia raised its guidance 52.8% higher than analyst estimates, and an acute chip shortage has developed. The cloud is getting smarter and faster to accommodate AI. Chattanooga, Tennessee, is the new boomtown for cloud computing and has the fastest internet (25 gigabits) in the US. Louis Navellier will reveal all his AI stocks and other favorite A-rated stocks in this informationpacked MoneyMasters class.

Join John Carter, author of Mastering the Trade and founder of Simpler Trading, and Danielle Shay, VP of Options at Simpler Trading, as they discuss the options setups that have proven to be the most consistent in current market conditions. In addition to discussing setups that often produce largerthan-expected market-maker moves, John and Danielle will review more conservative, income-type trades, how to benefit from ongoing inflation, and tips for building a watch list. You will also learn the reasons why volatility can be your best friend, why options are the best trading vehicle on the planet right now, why down markets are better than up markets, and how to make successful trades on your phone while you are at work. Finally, John and Danielle will review setups that can be taken the next trading day.

MoneyShow has spent more than four decades educating and empowering individual investors. Now, we are delighted to join forces with another strong advocate of investor education, the American Association of Individual Investors (AAII), for a value-packed, full day event. In this series of sessions, AAII instructors Raymond Rondeau, Charles Rotblut, and Wayne Thorp will teach you strategies that can make you a more effective manager of your assets. You will learn wealth-building strategies, understand how to interpret and use investor sentiment, acquire a sustainable growth investing strategy, understand how to combine value, momentum and quality into a winning strategy over the long term, and discover the three pillars for successful dividend investing.

Alan Ellman will analyze stock selection, option selection, and position management, the three required skills to become elite covered call writers. He will also include ultra-conservative approaches to covered call writing using Delta and implied volatility to create statistically beneficial trades. Rules and guidelines will be discussed to take the emotions out of our trades, resulting in positive outcomes of high probability. You will be introduced to a one-of-a-kind trade management tool created by The Blue Collar Investor. It can be used to enter, manage, and generate final realized and unrealized trade results, a spreadsheet with 400 formulas inherent in ONE master calculator. This is a must for every covered call writer or seller of cash-secured puts.