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.

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, Lockups

  • SEC & 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