{"id":68,"date":"2019-12-12T02:54:31","date_gmt":"2019-12-12T02:54:31","guid":{"rendered":"http:\/\/straussresearch.com\/?page_id=68"},"modified":"2020-01-18T05:09:56","modified_gmt":"2020-01-18T05:09:56","slug":"investment-research-process","status":"publish","type":"page","link":"https:\/\/straussresearch.com\/index.php\/investment-research-process\/","title":{"rendered":"Summary"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"68\" class=\"elementor elementor-68\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1e37376a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1e37376a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1f0dcabc\" data-id=\"1f0dcabc\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-448a578 elementor-widget elementor-widget-text-editor\" data-id=\"448a578\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><strong><strong><strong><strong><strong>In general, my research shows that <span style=\"text-decoration: underline;\">the market is not completely efficient.\u00a0 It is possible to find, and profit from, information that <\/span><\/strong><span style=\"text-decoration: underline;\">has not been arbitraged away<\/span>.<\/strong><\/strong><\/strong><\/strong><\/strong><p>\u00a0<\/p><\/li><li><strong><strong><strong><strong><strong>Keeping up with all the political and economic developments that are affecting the market is important, but in addition we need to study the market itself.<\/strong><\/strong><\/strong><\/strong><\/strong><p>\u00a0<\/p><\/li><li><strong><strong><strong><strong><strong>In general I believe th<strong>e best way to reach investment conclusions is by using <span style=\"text-decoration: underline;\">an ongoing, comprehensive research process<\/span>, including a global macro overview, company fundamentals, and a technical analysis component.<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><p>\u00a0<\/p><\/li><li><strong>The technical component involves<\/strong><strong><strong><strong><strong><strong><strong> using high quality charting software to review the overall market, sectors, and s<\/strong>tocks on a regular basis.<\/strong><\/strong><\/strong><\/strong><\/strong><p>\u00a0<\/p><\/li><li><strong><strong><strong><strong><strong>In order to put together the pieces of the puzzle, <span style=\"text-decoration: underline;\">a top-down, rule-based approach<\/span> can be very effective.\u00a0 In other words, first we analyze the overall market, and based on the market condition, we make decisions regarding sector weights and stock selection.<\/strong><\/strong><\/strong><\/strong><\/strong><p>\u00a0<\/p><\/li><li><strong><strong><strong><strong><strong><span style=\"text-decoration: underline;\">Examples are shown in the white papers I have written<\/span>.\u00a0 For more detail, please see the articles under the heading &#8220;Excerpts from White Papers&#8221; at the to of this blog.\u00a0 For example the article &#8220;<a href=\"https:\/\/straussresearch.com\/index.php\/example-of-market-analysis\/\" target=\"_blank\" rel=\"noopener\">Investment Strategy Case Study<\/a>&#8221; shows an example of analyzing the market, sectors, and individual stocks in a coordinated way.<\/strong><\/strong><\/strong><\/strong><\/strong><p>\u00a0<\/p><\/li><li><strong><strong><span style=\"text-decoration: underline;\">This approach i<\/span><span style=\"text-decoration: underline;\">s not a black box &#8220;system<\/span>.&#8221;\u00a0 It involves professional judgment, experience and insights.\u00a0 <span style=\"text-decoration: underline;\">It is simply a logical way of consistently applying proven investment principles,<\/span> including many that were used by William O\u2019Neil and others to create excellent investment performance over many years.<\/strong><\/strong><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>In general, my research shows that the market is not completely efficient.&nbsp; It is possible to find, and profit from, information that has not been arbitraged away. Keeping up with all the political and economic developments that are affecting the market is important, but in addition we need to study the market itself. In general [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"nf_dc_page":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-68","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Summary - Strauss Research<\/title>\n<meta name=\"description\" content=\"An investment research process that combines political and economic developments, fundamental data on stocks, and a technical overlay can be very effective.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/straussresearch.com\/index.php\/investment-research-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Summary - Strauss Research\" \/>\n<meta property=\"og:description\" content=\"An investment research process that combines political and economic developments, fundamental data on stocks, and a technical overlay can be very effective.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/straussresearch.com\/index.php\/investment-research-process\/\" \/>\n<meta property=\"og:site_name\" content=\"Strauss Research\" \/>\n<meta property=\"article:modified_time\" content=\"2020-01-18T05:09:56+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/straussresearch.com\\\/index.php\\\/investment-research-process\\\/\",\"url\":\"https:\\\/\\\/straussresearch.com\\\/index.php\\\/investment-research-process\\\/\",\"name\":\"Summary - Strauss Research\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/straussresearch.com\\\/#website\"},\"datePublished\":\"2019-12-12T02:54:31+00:00\",\"dateModified\":\"2020-01-18T05:09:56+00:00\",\"description\":\"An investment research process that combines political and economic developments, fundamental data on stocks, and a technical overlay can be very effective.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/straussresearch.com\\\/index.php\\\/investment-research-process\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/straussresearch.com\\\/index.php\\\/investment-research-process\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/straussresearch.com\\\/index.php\\\/investment-research-process\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/straussresearch.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Summary\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/straussresearch.com\\\/#website\",\"url\":\"https:\\\/\\\/straussresearch.com\\\/\",\"name\":\"Strauss Research\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/straussresearch.com\\\/#\\\/schema\\\/person\\\/fbcf8b9c67143127e8da9d24bd06fc08\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/straussresearch.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":[\"Person\",\"Organization\"],\"@id\":\"https:\\\/\\\/straussresearch.com\\\/#\\\/schema\\\/person\\\/fbcf8b9c67143127e8da9d24bd06fc08\",\"name\":\"Jon Strauss\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/7f997c15a348560c9450d6c8b713f173bff4fbeff504898fa6bfe5c1fdfada4c?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/7f997c15a348560c9450d6c8b713f173bff4fbeff504898fa6bfe5c1fdfada4c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/7f997c15a348560c9450d6c8b713f173bff4fbeff504898fa6bfe5c1fdfada4c?s=96&d=mm&r=g\",\"caption\":\"Jon Strauss\"},\"logo\":{\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/7f997c15a348560c9450d6c8b713f173bff4fbeff504898fa6bfe5c1fdfada4c?s=96&d=mm&r=g\"},\"description\":\"Financial analyst\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Summary - Strauss Research","description":"An investment research process that combines political and economic developments, fundamental data on stocks, and a technical overlay can be very effective.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/straussresearch.com\/index.php\/investment-research-process\/","og_locale":"en_US","og_type":"article","og_title":"Summary - Strauss Research","og_description":"An investment research process that combines political and economic developments, fundamental data on stocks, and a technical overlay can be very effective.","og_url":"https:\/\/straussresearch.com\/index.php\/investment-research-process\/","og_site_name":"Strauss Research","article_modified_time":"2020-01-18T05:09:56+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/straussresearch.com\/index.php\/investment-research-process\/","url":"https:\/\/straussresearch.com\/index.php\/investment-research-process\/","name":"Summary - Strauss Research","isPartOf":{"@id":"https:\/\/straussresearch.com\/#website"},"datePublished":"2019-12-12T02:54:31+00:00","dateModified":"2020-01-18T05:09:56+00:00","description":"An investment research process that combines political and economic developments, fundamental data on stocks, and a technical overlay can be very effective.","breadcrumb":{"@id":"https:\/\/straussresearch.com\/index.php\/investment-research-process\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/straussresearch.com\/index.php\/investment-research-process\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/straussresearch.com\/index.php\/investment-research-process\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/straussresearch.com\/"},{"@type":"ListItem","position":2,"name":"Summary"}]},{"@type":"WebSite","@id":"https:\/\/straussresearch.com\/#website","url":"https:\/\/straussresearch.com\/","name":"Strauss Research","description":"","publisher":{"@id":"https:\/\/straussresearch.com\/#\/schema\/person\/fbcf8b9c67143127e8da9d24bd06fc08"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/straussresearch.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":["Person","Organization"],"@id":"https:\/\/straussresearch.com\/#\/schema\/person\/fbcf8b9c67143127e8da9d24bd06fc08","name":"Jon Strauss","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/7f997c15a348560c9450d6c8b713f173bff4fbeff504898fa6bfe5c1fdfada4c?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/7f997c15a348560c9450d6c8b713f173bff4fbeff504898fa6bfe5c1fdfada4c?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/7f997c15a348560c9450d6c8b713f173bff4fbeff504898fa6bfe5c1fdfada4c?s=96&d=mm&r=g","caption":"Jon Strauss"},"logo":{"@id":"https:\/\/secure.gravatar.com\/avatar\/7f997c15a348560c9450d6c8b713f173bff4fbeff504898fa6bfe5c1fdfada4c?s=96&d=mm&r=g"},"description":"Financial analyst"}]}},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/straussresearch.com\/index.php\/wp-json\/wp\/v2\/pages\/68","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/straussresearch.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/straussresearch.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/straussresearch.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/straussresearch.com\/index.php\/wp-json\/wp\/v2\/comments?post=68"}],"version-history":[{"count":54,"href":"https:\/\/straussresearch.com\/index.php\/wp-json\/wp\/v2\/pages\/68\/revisions"}],"predecessor-version":[{"id":1634,"href":"https:\/\/straussresearch.com\/index.php\/wp-json\/wp\/v2\/pages\/68\/revisions\/1634"}],"wp:attachment":[{"href":"https:\/\/straussresearch.com\/index.php\/wp-json\/wp\/v2\/media?parent=68"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}