Trading Guides
Trading Insights ~ $500
Trading Insights covers using the rules, filings, and using the past to trade the future. Knowing the reasons behind the moves offers an edge for entry & exit.
How to use rules, history, and filings to trade with minimal risk.
Includes IPOs, Uplists, offerings, non-compliance, r/s, intro to channel plays.
Trading Survival Guide ~ $400
Survival information every trader should know, but few talk about. Includes trading language, types of trades, intro to filings & rules, setting personal risk management, and how to use this info to thrive in any market.
Includes N/C, R/S, channel plays, offerings, and more!
Trading Fundamentals ~ $500
This Guide was created to simplify cryptic forms & rules. Learn how to trade the compliance and non-compliance cycles using SEC, FINRA, & Nasdaq rules and guidelines. The information in this guide is advanced. Not a beginner guide.
Types of plays include non-compliance, r/s, and offerings.
Trading Guide Bundle ~ $1350
Trading Fundamentals
Trading Insights
Trading Survival Guide
**Bonus: One Year FitChat
What’s in the Virtual Box
Trading Fundamentals (2020)
Basic Terminology
Tools we use - Platforms & Indicators
Common SEC Forms
Financials, Offerings, Prospectus
10Q/K, S-X, 424B#, Foreign Forms, Inside Ownership, LockupsSEC & Nasdaq Rules & Regulations
How to track basic info for r/s and n/c tickers
Practice activities to find info in the filings
Trading Insights (2022)
Updates SEC & Nasdaq Rules
Nasdaq non-compliance play
Reverse Split play (based on 2020-21)
Warrants Terminology, rules, examples Conversions, Exercise Pricing, Units, etc.
Offerings – Refresher & Rule updates
IPOs & Uplists
Risk Management
Algos & Psych Bonus
Trading Survival Guide (2023)
2023 Market Survival Update
Tracking & Spreadsheets
What I Trade – Types of plays
Filings and Quick searching
Rules, Guidelines, & Standards
Technical vs Fundamental
Cycle & Channel Plays explained
IPOs, deSPACs, n/c, r/s, delisters
New plays 2021 forward