Useful Resources

This is a list of resources we use ourselves. We hope you find it useful to see what we use.
We are not recommending or guaranteeing any of these resources. We are not affiliated with or responsible for their content.
Please read the prospectus of any ETF or ETN and fully understand the investment before you put any money to work.

"Reminiscences of a Stock Operator" is a classic memoir written by Edwin Lefevre, first published in 1923. The book tells the story of a fictional character, Larry Livingston, who is based on the real-life trader, Jesse Livermore. The story follows Livingston as he makes his way through the stock market, starting as a quote boy, and eventually becoming a successful speculator. The book provides a fascinating insight into the mindset and tactics of a successful trader, as Livingston learns the importance of cutting losses quickly, managing risk, and being disciplined in his approach. The book is still widely read today and is considered a must-read for anyone interested in the world of trading and investing.

"Trading in the Zone" is a popular trading psychology book written by Mark Douglas and first published in 2000. The book focuses on the importance of mastering the psychological aspects of trading, rather than just the technical and fundamental aspects. Douglas explains how traders can learn to control their emotions, overcome self-limiting beliefs, and develop a winning mindset. He stresses the importance of having a disciplined approach to trading and understanding that losses are an inevitable part of the process. The book provides practical advice and techniques to help traders achieve a state of "mindfulness" and remain focused on their goals. Overall, "Trading in the Zone" is an insightful guide for traders of all levels who want to improve their performance and achieve long-term success in the markets.

Options as a Strategic Investment" is a comprehensive guidebook on options trading written by Lawrence G. McMillan, first published in 1973. The book covers a wide range of topics, including option pricing, trading strategies, and risk management. McMillan explains the various option trading techniques used by professionals and presents them in a clear and concise manner, making the book accessible to both novice and experienced traders. The book includes numerous examples, charts, and graphs to illustrate key concepts and strategies, and also provides insights into the psychology of trading. Overall, "Options as a Strategic Investment" is an essential resource for anyone looking to gain a deeper understanding of options trading and develop effective strategies for profiting from the options market.

"Market Wizards" is a classic trading book written by Jack D. Schwager, first published in 1989. The book is a compilation of interviews with some of the most successful traders of the 20th century, including Paul Tudor Jones, Ed Seykota, and Bruce Kovner. Through the interviews, Schwager uncovers the traders' personal stories, trading philosophies, and strategies that led to their success in the markets. The book provides a fascinating insight into the minds of these traders and offers valuable lessons on the importance of discipline, risk management, and psychology in trading. Overall, "Market Wizards" is a timeless masterpiece that continues to inspire and educate traders of all levels.

"Dark Pools" is a non-fiction book written by Scott Patterson, first published in 2012. The book provides an in-depth exploration of the world of high-frequency trading and the emergence of dark pools, which are private exchanges that allow investors to trade stocks anonymously and away from public exchanges. Patterson explains how these secretive markets operate, the impact they have on the wider financial system, and the controversies surrounding them. The book also delves into the history of algorithmic trading, the role of technology in modern financial markets, and the ongoing debate over market regulation. Overall, "Dark Pools" is a compelling and eye-opening account of the hidden world of high-frequency trading and its impact on the financial industry.

"Flash Boys" is a non-fiction book written by Michael Lewis, first published in 2014. The book tells the story of a group of Wall Street insiders who set out to expose the practices of high-frequency trading firms, which use complex algorithms and advanced technology to gain an unfair advantage over other investors. Lewis explains how these firms exploit small inefficiencies in the market to make millions of dollars in profits, often at the expense of ordinary investors. The book also explores the impact of high-frequency trading on the financial system, the role of regulators in monitoring these practices, and the ongoing efforts to reform the industry. Overall, "Flash Boys" is a gripping and thought-provoking account of the hidden world of high-frequency trading and the quest for fairness in the financial markets.

"The Big Short" is a non-fiction book written by Michael Lewis, first published in 2010. The book tells the story of the 2008 financial crisis through the eyes of a group of investors who saw the collapse of the subprime mortgage market coming and bet against it. Lewis explains how the crisis was fueled by the greed and recklessness of Wall Street bankers, who packaged and sold toxic mortgage-backed securities to investors around the world. The book also explores the impact of the crisis on ordinary people and the wider economy, as well as the lessons learned and reforms made in its aftermath. Overall, "The Big Short" is a captivating and insightful account of one of the most significant financial events of our time and the people who saw it coming.

"When Genius Failed" is a non-fiction book written by Roger Lowenstein, first published in 2000. The book tells the story of the collapse of Long-Term Capital Management (LTCM), a hedge fund managed by some of the most brilliant financial minds of the 1990s. Lowenstein explains how the fund used complex mathematical models to make highly leveraged bets on financial markets, and how these bets eventually went wrong, leading to a catastrophic loss of over $4 billion. The book also explores the wider impact of the crisis on the financial system and the efforts made by regulators and investors to prevent similar failures in the future. Overall, "When Genius Failed" is a gripping and cautionary tale of the dangers of hubris and overconfidence in the world of finance.

"Technically Speaking" is a trading book written by Chris Wilkinson, first published in 2010. The book provides an introduction to technical analysis and explains how traders can use charts, indicators, and other tools to make informed trading decisions. Wilkinson covers a range of technical analysis topics, including trend analysis, support and resistance levels, chart patterns, and momentum indicators. The book also explores the psychological aspects of trading, including the importance of discipline and risk management. Overall, "Technically Speaking" is a useful resource for traders looking to learn the fundamentals of technical analysis and improve their trading skills.

"The Intelligent Investor" is a finance book written by Benjamin Graham, first published in 1949. The book provides a comprehensive guide to value investing, a strategy that involves buying stocks that are undervalued by the market and holding them for the long term. Graham explains the principles of value investing, including the importance of a margin of safety, diversification, and patience. He also discusses the psychology of investing, including the dangers of emotional decision-making and the need for discipline and rationality. The book has had a significant impact on the field of investing and has influenced many successful investors, including Warren Buffett. Overall, "The Intelligent Investor" is a timeless classic that provides valuable insights into the art of investing and the importance of a disciplined, long-term approach to the markets.

"A Random Walk Down Wall Street" is a finance book written by Burton Malkiel, first published in 1973. The book provides an introduction to the concept of efficient markets, which suggests that stock prices reflect all available information and therefore cannot be consistently beaten by individual investors or professional money managers. Malkiel explains the principles of passive investing, including the use of index funds, which track the performance of broad market indices and offer low-cost, diversified exposure to the markets. The book also explores various investment strategies, including technical analysis and fundamental analysis, and provides insights into the psychology of investing. Overall, "A Random Walk Down Wall Street" is a seminal work in the field of investing that challenges conventional wisdom and encourages investors to adopt a rational, evidence-based approach to the markets.

"One Up on Wall Street" is a finance book written by Peter Lynch, first published in 1989. The book is a memoir of Lynch's career as a mutual fund manager and provides insights into his investment philosophy and approach. Lynch explains how individual investors can use their own knowledge and experience to identify promising investment opportunities and beat the market. He also emphasizes the importance of research and due diligence, as well as the need for patience and a long-term perspective. The book is full of practical advice and real-life examples of successful investments, making it accessible to investors of all levels. Overall, "One Up on Wall Street" is a valuable resource for investors looking to improve their performance and achieve success in the markets.

"The Black Swan" is a finance book written by Nassim Nicholas Taleb, first published in 2007. The book explores the concept of highly improbable events, known as "black swans," and their impact on the world of finance and society as a whole. Taleb argues that these events, which are difficult or impossible to predict, can have a disproportionate impact on financial markets and the global economy. He also criticizes traditional risk management practices and encourages investors to prepare for extreme events and volatility. The book offers a unique perspective on the risks and uncertainties inherent in the financial system, and provides insights into how investors can navigate these challenges. Overall, "The Black Swan" is a thought-provoking and insightful read that challenges readers to think differently about risk and uncertainty.

"The Education of a Speculator" is a memoir by Victor Niederhoffer, a successful speculator and hedge fund manager. The book offers an insightful and often humorous account of Niederhoffer's experiences in the financial markets, from his early days as a trader to his eventual success as a hedge fund manager. Along the way, Niederhoffer shares his strategies, insights, and hard-won lessons, providing readers with a glimpse into the world of speculative investing. The book also offers a critique of traditional financial theory, arguing that markets are not always rational and that successful investing requires a deep understanding of human behavior and market psychology. Overall, "The Education of a Speculator" is an engaging and thought-provoking read that offers valuable insights for both novice and experienced investors.

  • SPY – S&P 500 Large Cap
  • QQQ – NASDAQ top 100 non-financial
  • IWM – Russell 2000 small cap
  • DIA – Dow Jones Industrial Average
  • VTI – Vanguard Total Market
  • IJH – Mid Cap
  • VUG – Vanguard Growth
  • VTV – Vanguard Value

  • VXX – Short Term Futures (1-2 month)
  • VIXY – Shot Term Futures (1-2 month)
  • VXZ – Mid Term Futures (4-7 month)
  • VIXM – Mid Term Futures (4-7 month)

  • VWO - Emerging Markets
  • EWJ – Japan
  • EWC – Canada
  • BNDX – International Bonds
  • VGK – FTSE Europe
  • FXI – China
  • SPDW – Developed World
  • EWZ – Brazil
  • EWT – Taiwan
  • EWW – Mexico
  • EWG – Germany
  • EWA – Australia
  • EWU – United Kingdom

  • BND – Total Bond Market
  • TIP – Inflation Protected Bonds
  • AGG -U.S. Aggregate Bond
  • VCSH – Short Term Corporate Bonds
  • VCIT – Intermediate Term Corporate Bonds
  • IGSB – 1-3 Year Credit Bond
  • SHY – 1-3 Year Treasury
  • IEI – 3-7 Year Treasury
  • TLT – 20+ Year Treasury
  • MUB – Municipal Bond
  • JNK – High Yield Bond
  • LQD – Investment Grade Corporate Bonds

  • XBI – Biotech
  • SOXX – Semiconductor
  • XME – Metals and Mining
  • IBB – Biotechnology
  • IYR – Real Estate
  • XOP – Oil and Gas
  • XLRE – Real Estate
  • XHB – Home Builders
  • XLE – Energy
  • XLU – Utilities
  • XLK – Technology
  • XLB – Basic Materials
  • XLP – Consumer Staples
  • XLY – Consumer Discretionary
  • XLI – Industrials
  • XLC – Communication
  • XLV – Health Care
  • XLF - Financials

  • GLD – Gold
  • SLV – Silver
  • UNG – Natural Gas
  • USO – US Oil
  • DBC – Commodity Index
  • DBA – Agriculture
  • CORN – Corn
  • DBB – Base Metals
  • URA – Uranium
  • PALL – Palladium
  • WEAT – Wheat
  • CPER – Copper
  • UGA – Gasoline
  • JO – Coffee
  • SOYB – Soybeans
  • CANE – Sugar
  • NIB – Cocoa
  • BAL – Cotton
  • JJU – Aluminum
  • PPLT - Platinum

  • VIG – Dividend Appreciation
  • VYM – High Yield Dividend
  • NSPY – Night Effect S&P 500
  • NIWM – Night Effect Russell 2000
  • QYLD – NASDAQ Covered Calls
  • DIVO – Dividends and Covered Calls
  • ARKK – Disruptive Innovation
  • IVV – Protective Put Tail Risk
  • XRMI – Collar ETF
  • FPE – Preferred Securities and Income
  • ARKG – Genomic Revolution
  • RPAR – Risk Parity
  • JMBS – Mortgage-Backed Securities
  • ARKQ – Autonomous Technology
  • VFVA – Value Stocks

Finviz is a financial website that provides investors and traders with an array of financial data, news, and analysis tools. The website features a powerful and user-friendly stock screener that enables users to filter stocks based on a variety of criteria, including fundamentals, technicals, and sector performance. Users can also access real-time quotes, charts, and news feeds on thousands of stocks, as well as view heat maps, insider trading activity, and earnings calendars. In addition, the website offers market snapshots, futures data, and economic calendars to help users stay up-to-date on the latest market developments. With its comprehensive set of features and tools, Finviz is a valuable resource for both novice and professional investors seeking to make informed investment decisions.

Trading Economics is a financial website that provides users with access to a wide range of economic data, analysis, and news from around the world. The website offers a comprehensive database of macroeconomic indicators, such as GDP, inflation, unemployment, and trade data, which can be easily searched and analyzed by users. The data is presented in clear and intuitive charts and tables, allowing users to track trends and compare countries and regions. Trading Economics also offers a range of analytical tools, such as forecasts, historical data, and custom indicators, which enable users to generate insights and make informed decisions. Additionally, the website provides users with news and analysis from leading financial institutions, governments, and media outlets, giving them a broader context in which to interpret economic data. Overall, Trading Economics is a valuable resource for economists, analysts, investors, and policymakers seeking to stay abreast of global economic developments.

The St. Louis Fed FRED website is an online database that provides free access to a vast collection of economic data and analysis tools. The website is maintained by the Federal Reserve Bank of St. Louis and contains data on a wide range of topics, including macroeconomics, finance, trade, and labor. Users can search for and download time-series data, create custom charts and graphs, and access a variety of analysis tools to help interpret the data. The site is frequently updated with the latest data releases and includes a range of educational resources, including tutorials and lesson plans, making it a valuable resource for students, researchers, and policymakers seeking to understand and analyze economic trends. FRED also offers a range of APIs and tools that allow users to access the data programmatically and integrate it into their own applications and websites. is a website dedicated to exchange-traded funds (ETFs) and related investment products. The website provides comprehensive coverage of the ETF industry, including news, analysis, data, and research tools. Users can search for and compare ETFs based on a range of criteria, such as expense ratio, holdings, and performance. also provides insights and analysis on ETF market trends, as well as commentary on regulatory and industry developments. In addition, the website offers educational resources, including webinars, tutorials, and whitepapers, to help investors understand the benefits and risks of investing in ETFs. Overall, is a valuable resource for investors seeking to stay informed and make informed investment decisions in the rapidly evolving ETF market.

Econoday is a website that provides economic calendar and analysis services to traders, investors, and economists. The website offers a comprehensive economic calendar that tracks global economic indicators and events, including scheduled releases of key economic reports and data. In addition, Econoday provides in-depth analysis of economic data and events, including expert commentary, historical context, and forecasting. The website also offers a range of tools and resources, such as market news, research reports, and customizable alerts, to help users stay up-to-date on the latest economic developments. Overall, Econoday is a valuable resource for anyone who needs to stay informed about the global economic landscape, from individual traders to institutional investors and beyond. is a website that provides users with real-time news, data, and analysis related to global financial markets. The website covers a broad range of asset classes, including equities, fixed income, currencies, and commodities, and provides users with up-to-the-minute information on market developments and trends. also features in-depth analysis from a team of experienced financial journalists and market analysts, as well as a range of customizable charts, tools, and data sets to help users track market performance and make informed investment decisions. Overall, is a valuable resource for investors, traders, and other financial professionals seeking to stay informed about the latest market developments and make data-driven investment decisions.

Yahoo Finance is a popular financial website that provides users with access to real-time market data, news, and analysis on a wide range of financial instruments, including stocks, bonds, commodities, and currencies. The website features a customizable dashboard that allows users to track their investment portfolios and view stock prices, charts, and financial news in one place. In addition, Yahoo Finance offers a range of tools and resources, including a powerful stock screener, earnings calendar, and interactive charts, to help investors make informed investment decisions. The website also features a team of financial experts who provide insights and analysis on market trends and developments. Overall, Yahoo Finance is a valuable resource for anyone seeking to stay informed about the financial markets and manage their investments effectively.