Getting Started with CXO
CXO Advisory is your home for objective investing research to help aid in your trading decisions and methodologies.
What is CXO Advisory?
CXO Advisory presents financial markets models, research summaries, analyses and reviews designed for objective, unique and concise value to serious investors, financial advisors and money managers — a modicum of actionable conclusions filtered from a very noisy environment. The default approach is to challenge any and all conventional market wisdom with analytical skepticism.
Explore Our Research
Stock Market and the National Election Cycle
Weekly Summary of Research Findings: 3/25/24 – 3/28/24
Monthly Returns During Presidential and Congressional Election Years
Weekly Summary of Research Findings: 7/15/24 – 7/19/24
Validating Use of Wilder Volatility Stops to Time the U.S. Stock Market
Median Long-term Returns of U.S. Stocks and Portfolio Concentration
Review of Effects of GenAI on Firm Values and Finance Research
Weekly Summary of Research Findings: 5/20/24 – 5/24/24
Weekly Summary of Research Findings: 10/21/24 – 10/25/24
AI CFAs?
Follow Our Trading Stategies
Our Momentum Strategy tracks the performance of three versions of the Simple Asset Class ETF Momentum Strategy, which seeks strategic diversification across asset classes via ETFs plus a monthly tactical edge from intermediate-term momentum per the stream of research itemized in What Works Best?
Our Value Strategy tracks the performance of the Simple Asset Class ETF Value Strategy, a partial value complement to the Momentum Strategy that seeks diversification across a smaller set of asset class ETFs plus a monthly tactical edge from potential undervaluation of three risk premiums.
Current Momentum Allocations
Read more about ourMomentum Strategy
Current Value Allocations
Read more about ourValue Strategy
Read Our Book
Why do investment strategies that test well on historical data flame out when put to actual use? Are there steps investors can take to improve the odds that strategies they develop will perform as tested? This book draws upon reviews of hundreds of academic and practitioner studies that seek to predict asset prices and exploit the predictions.
Download the Book for Free
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Send Us Your Research Ideas
Have an investing research topic you're interested in exploring?
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