Modelist gives you a way designed to reduce the total cost of ownership, without giving up the control or customization that makes your firm unique. You stay in the driver’s seat. We provide the engine.

A back-tested, rules-based model using the budget deficit-to-export ratio

The US dollar isn’t just a currency—it’s a global anchor that touches everything from trade policy to treasury yields to your clients'...

Recent market volatility has raised important concerns among investors. Amid fluctuations and uncertainties, it is crucial to understand...

Custom Models? More Like Slightly Editable Models.

Trump is more focused on imports than the overall trade deficit and sees tariffs as a tool to restore US manufacturing jobs.

Valuing the Magnificent Seven: Overhyped or Fairly Priced?

As the holiday season approaches, we thought it would be fitting to explore the seasonal effects that occur around the end of the year...

Interview with Alex Graf

In a recent discussion, Joe Mallen, CEO of Modelist, sat down with Kent Peterson, CIO of Modelist, to discuss the state of the economy...

People don't buy what you do. They buy why you do it. And what you do simply proves what you believe.

This analysis bridges the gap between political discourse and investment strategy...

What causes one country’s stock market to outperform others? Over longer periods (more than five years), higher relative earnings growth...

Explore the Japanese Yen carry trade's impact on global markets, its risks and rewards, and how it affects currencies, stocks, and economic

As an independent financial advisor, your unique value proposition sets you apart from the competition and attracts clients. Offering...

The influence of politics and policy on stock and bond markets is significant, yet often subtle due to its gradual impact. Financial...

Managed futures, Commodity Trading Advisors (CTAs), and systematic trend-following funds are investment strategies that: Trade in futures...

Introduction: With most investment models, ego often takes center stage, with third-party solutions heavily relying on the power of their...

Over the last 5 or so years, the American dream of buying a home has taken a hit, as a combination of factors, which we will explore,...

Originally posted on April 17, 2024, updated on April 19, 2024. The last few weeks for stocks have seen a slow decline, culminating in...

The Federal Reserve has declared its intention to cut interest rates three times this year, barring a significant rise in inflation,...

Over the last year, despite higher interest rates, the S&P 500 has surged by 28%, primarily propelled by a few large-cap growth stocks...

Check out our CEO, Joe Mallen, on the latest podcast from our friends at VanEck. Find it here: https://www.vaneck.com/us/en/blogs/trends-...

The leading tech giants, commonly referred to as the 'Magnificent Seven', have witnessed a year of remarkable gains, with Microsoft...

Q: What happened and why is a Bitcoin (BTC) ETF now available? By way of background, Bitcoin (BTC) was the first major cryptocurrency,...

We’re thrilled to present a brief but enlightening interview with Dr. Kent Peterson, the Chief Investment Officer at Modelist. With an...

Survey-based indicators can serve as compasses for the US economy. Among these, the Purchasing Managers' Index (PMI) for manufacturing...

Understanding Relative Strength Investing Relative strength investing is a dynamic investment strategy that focuses on comparing the...

Introduction We've witnessed intriguing trends in the behavior of credit spreads for A and BBB-rated bonds amidst the backdrop of a...

Introduction: Inflation has become a pressing concern in recent years, leaving its mark on economies and impacting the prices of goods...

In the world of investment advice, evidence-based investing has emerged as a game-changer. This investment strategy leverages data and...

[Minneapolis, MN] - Modelist, a groundbreaking venture founded by industry expert Joe Mallen, is thrilled to announce its official...