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SCR: Financial Research & Analysis

Strategic Capital Research (SCR): Financial Investing and/or Trading
Research & Analysis (USA, International, Global)

In this section, using investable ETFs, our goal is to provide economic and financial research that paints a foundational “macro” picture with the following extensive characteristics: a range that stretches across countries, a depth that studies from macro–country to micro–company, and a breadth that analyzes by style (value, growth), by size (large-cap, medium-cap, small-cap), by sector (and industry), by strategy (momentum, overbought & oversold, price divergence, rotation (asset & sector), relative strength, performance, long & short), by asset class (bonds, stocks, commodities, currencies, real estate), by weighting (equal, fundamental earnings, market cap.), by time (long-term, medium-term, short-term), and finally, by technique (econometrics, technicals, and fundamentals).

– AND provide the above without requiring a REALLY expensive subscription. Thus, like buying a suit to wear to a completely unnecessary meeting, purchase only what you need when you need it.


The SCR Analysts.



On this “SCR: Finance Research & Analysis” page you will find the foundational research (No. D1- No. D6) and the extended analyses (No. AD1A- No. AD6B) used to develop (1) the subsequent strategies for both investors and traders in the “SCR: Strategies” section, and (2) the strategically ranked securities in the “SCR: Scan & Rank” section. Have zero time to analyze our research? That’s all right because we do! Our “SCR: Strategies” section contains potential strategies designed from the “macro” economic findings from the reports in this section. Bookmark This Page!





No. D1: Optimal Finance Research™ (USA) Conservative Investing
Current No. D1 PDF Research Report
Feb. 23, 2009 (Revised every Monday)

  • D1 (USA) Analysis Goal: Investable securities (ETFs) researched and strategically charted for the following analyses:

    Multiple levels of price growth and relative strength (comparative to broad market measures).

  • Investable securities (ETFs) used to complete the above analyses on the following macro to micro categories:

    Economic Business Cycle (optimal securities for economic expansions and economic contractions), Monetary System (inflation, deflation, interest rates, yields), Financial Markets (USA), Securities (etfs measuring cash, commodities & real estate, bonds, stocks), Style (compare: growth, value), Size (compare: large-cap, mid-cap, small-cap, micro-cap), Weighting (compare: market cap, fundamental earnings, equal).

  • This research report contains at least one example portfolio that tracks securities from the results.
  • Strategies – Investing: Based on the revision of this research report, our subsequent strategies include entries, exits, and stops (initial capital preservation, profit protection, and trailing) at No. SID1: Optimal Finance Investing™ – Strategies on this No. D1 Finance (USA) Research. In all strategies, hold your position until your chosen exit stop has been triggered (then come back to us for another security :-)). If you’re interested, further study of strategies, including ones with capital protective exit stops, can be found at the following sites: At Strategies: From A To Z at Strategies: By Type and at Strategies: Full Systems.
  • Because D1 is a large file, it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View D1 PDF Sample Report]

Sample Report: Dec. 22,2008

No. AD1A: Optimal Finance Analysis™ on No. D1 Finance Research (USA)
Current No. AD1A PDF Analysis Report
Feb. 23, 2009 (Revised every Monday)

  • AD1A Analysis Goal: Augment the multiple levels of price growth and relative strength analyses completed in D1 Optimal Finance Research™ (USA) Conservative Investing by analyzing the following statistics:

    Moving Average (exponential) & Momentum, Price Efficiency Ratio, Predictive Regressions, and Correlations.

  • Because AD1A is a large file, it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD1A PDF Sample Report]

Sample Report: June 15, 2008

No. AD1B: Optimal Finance Analysis™ on No. D1 Finance Research (USA)
Current No. AD1B PDF Analysis Report
Feb. 23, 2009 (Revised every Monday)

  • AD1B Analysis Goal: Augment the multiple levels of price growth and relative strength analyses completed in D1 Optimal Finance Research™ (USA) Conservative Investing by analyzing the following statistics:

    Price Performance, Share Accumulation / Distribution, Detrended Oscillator, Price Volatility, and Directional Movement.

  • Because AD1B is a large file, it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD1B PDF Sample Report]

Sample Report: June 15, 2008


No. D2: Optimal Finance Research™ (USA) Moderate Investing
Current No. D2 PDF Research Report (Includes D1)
Feb. 23, 2009 (Revised every Monday)

  • D2 (USA) Extended Research & Analysis Goal: Because this report contains all the research from D1 Optimal Finance Research™ (USA) Conservative Investing, it extends the price growth and relative strength (comparative to broad market measures) analyses using investable securities (ETFs) to the following macro to micro categories:

    Economic Business Cycle (optimal securities for economic expansions and economic contractions), Monetary System (inflation, deflation, interest rates, yields), Financial Markets (USA), Sectors (industries), Securities (etfs measuring cash, commodities & real estate, bonds, stocks), Style (compare: growth, value), Size (compare: large-cap, mid-cap, small-cap, micro-cap), Weighting (compare: market cap, fundamental earnings, equal).

  • This research report contains at least one example portfolio that tracks securities from the results.
  • Strategies – Investing: Based on the revision of this research report, our subsequent strategies include entries, exits, and stops (initial capital preservation, profit protection, and trailing) at No. SID2: Optimal Finance Investing™ – Strategies on this No. D2 Finance (USA) Research. In all strategies, hold your position until your chosen exit stop has been triggered (then come back to us for another security :-)). If you’re interested, further study of strategies, including ones with capital protective exit stops, can be found at the following sites: At Strategies: From A To Z at Strategies: By Type and at Strategies: Full Systems.
  • Because D2 also contains the research from D1, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View D2 PDF Sample Report]

Sample Report: Dec. 22, 2008

No. AD2A: Optimal Finance Analysis™ on No. D2 Finance Research (USA)
Current No. AD2A PDF Analysis Report (Includes AD1A)
Feb. 23, 2009 (Revised every Monday)

  • AD2A Extended Analysis Goal: Along with containing the analyses in AD1A Optimal Finance Analysis™ (USA), this analysis augments the multiple levels of price growth and relative strength analyses completed in D2 Optimal Finance Research™ (USA) Moderate Investing by analyzing the following statistics on all research categories:

    Moving Average (exponential) & Momentum, Price Efficiency Ratio, Predictive Regressions, and Correlations.

  • Because AD2A also contains the analysis from AD1A, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD2A PDF Sample Report]

Sample Report: June 15, 2008

No. AD2B: Optimal Finance Analysis™ on No. D2 Finance Research (USA)
Current No. AD2B PDF Analysis Report (Includes AD1B)
Feb. 23, 2009 (Revised every Monday)

  • AD2B Extended Analysis Goal: Along with containing the analyses in AD1B Optimal Finance Analysis™ (USA), this analysis augments the multiple levels of price growth and relative strength analyses completed in D2 Optimal Finance Research™ (USA) Moderate Investing by analyzing the following statistics on all research categories:

    Price Performance, Share Accumulation / Distribution, Detrended Oscillator, Price Volatility, and Directional Movement.

  • Because AD2B also contains the analysis from AD1B, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD2B PDF Sample Report]

Sample Report: June 15, 2008


No. D3: Optimal Finance Research™ (USA) Aggressive Investing
Current No. D3 PDF Research Report (Includes D2)
Feb. 23, 2009 (Revised every Monday)

  • D3 USA Extended Research & Analysis Goal: Because this report contains all the research from D2 Optimal Finance Research™ (USA) Moderate Investing, it extends the price growth and relative strength (comparative to broad market measures) analyses using investable securities (ETFs) to the following macro to micro categories:

    Economic Business Cycle (optimal securities for economic expansions and economic contractions), Monetary System (inflation, deflation, interest rates, yields), Financial Markets (USA), Sectors (industries), Commodities (agriculture, energy, metals, materials), Securities (etfs measuring cash, commodities & real estate, bonds, stocks), Leveraged Securities (etfs measuring margined bull (long, or purchased), and margined bear (short, or sold)), Style (compare: growth, value), Size (compare: large-cap, mid-cap, small-cap, micro-cap), Weighting (compare: market cap, fundamental earnings, equal).

  • This research report contains at least one example portfolio that tracks securities from the results.
  • Strategies – Investing: Based on the revision of this research report, our subsequent strategies include entries, exits, and stops (initial capital preservation, profit protection, and trailing) at No. SID3: Optimal Finance Investing™ – Strategies on this No. D3 Finance (USA) Research. In all strategies, hold your position until your chosen exit stop has been triggered (then come back to us for another security :-)). If you’re interested, further study of strategies, including ones with capital protective exit stops, can be found at the following sites: At Strategies: From A To Z at Strategies: By Type and at Strategies: Full Systems.
  • Because D3 also contains the research from D1 and D2, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View D3 PDF Sample Report]

Sample Report: Dec. 22, 2008

No. AD3A: Optimal Finance Analysis™ on No. D3 Finance Research (USA)
Current No. AD3A PDF Analysis Report (Includes AD2A)
Feb. 23, 2009 (Revised every Monday)

  • AD3A Extended Analysis Goal: Along with containing the analyses in AD2A Optimal Finance Analysis™ (USA), this analysis augments the multiple levels of price growth and relative strength analyses completed in D3 Optimal Finance Research™ (USA) Aggressive Investing by analyzing the following statistics on all research categories:

    Moving Average (exponential) & Momentum, Price Efficiency Ratio, Predictive Regressions, and Correlations.

  • Because AD3A also contains the analysis from AD1A and AD2A, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD3A PDF Sample Report]

Sample Report: June 15, 2008

No. AD3B: Optimal Finance Analysis™ on No. D3 Finance Research (USA)
Current No. AD3B PDF Analysis Report (Includes AD2B)
Feb. 23, 2009 (Revised every Monday)

  • AD3B Extended Analysis Goal: Along with containing the analyses in AD2B Optimal Finance Analysis™ (USA), this analysis augments the multiple levels of price growth and relative strength analyses completed in D3 Optimal Finance Research™ (USA) Aggressive Investing by analyzing the following statistics on all research categories:

    Price Performance, Share Accumulation / Distribution, Detrended Oscillator, Price Volatility, and Directional Movement.

  • Because AD3B also contains the analysis from AD1B and AD2B, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD3B PDF Sample Report]

Sample Report: June 15, 2008


No. D4: Optimal Finance Research™ (International) Conservative Investing
Current No. D4 PDF Research Report
Feb. 23, 2009 (Revised every Monday)

  • D4 (International) Analysis Goal: Investable securities (ETFs) researched and strategically charted for the following analyses:

    Multiple levels of price growth and relative strength (comparative to broad market measures).

  • Investable securities (ETFs) used to complete the above analyses on the following macro to micro categories:

    Countries (with established financial markets), Financial Markets (global), Style (compare: growth, value), Size (compare: large-cap, mid-cap, small-cap, micro-cap), Weighting (compare: market cap, fundamental earnings, equal), Global vs. International (compare: with USA, without USA).

  • This research report contains at least one example portfolio that tracks securities from the results.
  • Strategies – Investing: Based on the revision of this research report, our subsequent strategies include entries, exits, and stops (initial capital preservation, profit protection, and trailing) at No. SID4: Optimal Finance Investing™ – Strategies on this No. D4 Finance (Int'l) Research. In all strategies, hold your position until your chosen exit stop has been triggered (then come back to us for another security :-)). If you’re interested, further study of strategies, including ones with capital protective exit stops, can be found at the following sites: At Strategies: From A To Z at Strategies: By Type and at Strategies: Full Systems.
  • Because D4 is a large file, it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View D4 PDF Sample Report]

Sample Report: Dec. 22, 2008

No. AD4A: Optimal Finance Analysis™ on No. D4 Finance Research (International)
Current No. AD4A PDF Analysis Report
Feb. 23, 2009 (Revised every Monday)

  • AD4A Analysis Goal: Augment the multiple levels of price growth and relative strength analyses completed in D4 Optimal Finance Research™ (International) Conservative Investing by analyzing the following statistics:

    Moving Average (exponential) & Momentum, Price Efficiency Ratio, Predictive Regressions, and Correlations.

  • Because AD4A is a large file, it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD4A PDF Sample Report]

Sample Report: June 15, 2008

No. AD4B: Optimal Finance Analysis™ on No. D4 Finance Research (International)
Current No. AD4B PDF Analysis Report
Feb. 23, 2009 (Revised every Monday)

  • AD4B Analysis Goal: Augment the multiple levels of price growth and relative strength analyses completed in D4 Optimal Finance Research™ (International) Conservative Investing by analyzing the following statistics:

    Price Performance, Share Accumulation / Distribution, Detrended Oscillator, Price Volatility, and Directional Movement.

  • Because AD4B is a large file, it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD4B PDF Sample Report]

Sample Report: June 15, 2008


No. D5: Optimal Finance Research™ (International) Moderate Investing
Current No. D5 PDF Research Report (Includes D4)
Feb. 23, 2009 (Revised every Monday)

  • D5 International Extended Research & Analysis Goal: Because this report contains all the research from D4 Optimal Finance Research™ (International) Conservative Investing, it extends the price growth and relative strength (comparative to broad market measures) analyses using investable securities (ETFs) to the following macro to micro categories:

    Countries (with established financial markets), Financial Markets (global), Sectors (industries), Style (compare: growth, value), Size (compare: large-cap, mid-cap, small-cap, micro-cap), Weighting (compare: market cap, fundamental earnings, equal), Global vs. International (compare: with USA, without USA).

  • This research report contains at least one example portfolio that tracks securities from the results.
  • Strategies – Investing: Based on the revision of this research report, our subsequent strategies include entries, exits, and stops (initial capital preservation, profit protection, and trailing) at No. SID5: Optimal Finance Investing™ – Strategies on this No. D5 Finance (Int'l) Research. In all strategies, hold your position until your chosen exit stop has been triggered (then come back to us for another security :-)). If you’re interested, further study of strategies, including ones with capital protective exit stops, can be found at the following sites: At Strategies: From A To Z at Strategies: By Type and at Strategies: Full Systems.
  • Because D5 also contains the research from D4, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View D5 PDF Sample Report]

Sample Report: Dec. 22, 2008

No. AD5A: Optimal Finance Analysis™ on No. D5 Finance Research (International)
Current No. AD5A PDF Analysis Report (Includes AD4A)
Feb. 23, 2009 (Revised every Monday)

  • AD5A Extended Analysis Goal: Along with containing the analyses in AD4A Optimal Finance Analysis™ (USA), this analysis augments the multiple levels of price growth and relative strength analyses completed in D5 Optimal Finance Research™ (International) Moderate Investing by analyzing the following statistics on all research categories:

    Moving Average (exponential) & Momentum, Price Efficiency Ratio, Predictive Regressions, and Correlations.

  • Because AD5A also contains the analysis from AD4A, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD5A PDF Sample Report]

Sample Report: June 15, 2008

No. AD5B: Optimal Finance Analysis™ on No. D5 Finance Research (International)
Current No. AD5B PDF Analysis Report (Includes AD4B)
Feb. 23, 2009 (Revised every Monday)

  • AD5B Extended Analysis Goal: Along with containing the analyses in AD4B Optimal Finance Analysis™ (USA), this analysis augments the multiple levels of price growth and relative strength analyses completed in D5 Optimal Finance Research™ (International) Moderate Investing by analyzing the following statistics on all research categories:

    Price Performance, Share Accumulation / Distribution, Detrended Oscillator, Price Volatility, and Directional Movement.

  • Because AD5B also contains the analysis from AD4B, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD5B PDF Sample Report]

Sample Report: June 15, 2008


No. D6: Optimal Finance Research™ (International) Aggressive Investing
Current No. D6 PDF Research Report (Includes D5)
Feb. 23, 2009 (Revised every Monday)

  • D6 International Extended Research & Analysis Goal: Because this report contains all the research from D5 Optimal Finance Research™ (International) Moderate Investing, it extends the price growth and relative strength (comparative to broad market measures) analyses using investable securities (ETFs) to the following macro to micro categories:

    Countries (with established financial markets), Countries (with emerging financial markets), Financial Markets (global), Sectors (industries), Commodities (agriculture, energy, metals, materials), Currencies, Leveraged Securities (etfs measuring margined bull (long, or purchased), and margined bear (short, or sold)), Securities (etfs measuring commodities, currencies, bonds, stocks), Style (compare: growth, value), Size (compare: large-cap, mid-cap, small-cap, micro-cap), Weighting (market cap, fundamental earnings, equal), Global vs. International (compare: with USA, without USA).

  • This research report contains at least one example portfolio that tracks securities from the results.
  • Strategies – Investing: Based on the revision of this research report, our subsequent strategies include entries, exits, and stops (initial capital preservation, profit protection, and trailing) at No. SID6: Optimal Finance Investing™ – Strategies on this No. D6 Finance (Int'l) Research. In all strategies, hold your position until your chosen exit stop has been triggered (then come back to us for another security :-)). If you’re interested, further study of strategies, including ones with capital protective exit stops, can be found at the following sites: At Strategies: From A To Z at Strategies: By Type and at Strategies: Full Systems.
  • Because D6 also contains the research from D4 and D5, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View D6 PDF Sample Report]

Sample Report: Dec. 22, 2008

No. AD6A: Optimal Finance Analysis™ on No. D6 Finance Research (International)
Current No. AD6A PDF Analysis Report (Includes AD5A)
Feb. 23, 2009 (Revised every Monday)

  • AD6A Extended Analysis Goal: Along with containing the analyses in AD5A Optimal Finance Analysis™ (USA), this analysis augments the multiple levels of price growth and relative strength analyses completed in D6 Optimal Finance Research™ (International) Aggressive Investing by analyzing the following statistics on all research categories:

    Moving Average (exponential) & Momentum, Price Efficiency Ratio, Predictive Regressions, and Correlations.

  • Because AD6A also contains the analysis from AD4A and AD5A, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD6A PDF Sample Report]

Sample Report: June 15, 2008

No. AD6B: Optimal Finance Analysis™ on No. D6 Finance Research (International)
Current No. AD6B PDF Analysis Report (Includes AD5B)
Feb. 23, 2009 (Revised every Monday)

  • AD6B Extended Analysis Goal: Along with containing the analyses in AD5B Optimal Finance Analysis™ (USA), this analysis augments the multiple levels of price growth and relative strength analyses completed in D6 Optimal Finance Research™ (International) Aggressive Investing by analyzing the following statistics on all research categories:

    Price Performance, Share Accumulation / Distribution, Detrended Oscillator, Price Volatility, and Directional Movement.

  • Because AD6B also contains the analysis from AD4B and AD5B, it is a large file and it may take a few moments to open (viewable sample from the gold “PDF Sample Report” link below) or to download (purchased report).

[View AD6B PDF Sample Report]

Sample Report: June 15, 2008







Strategic Capital Research (SCR): Research, Ranked Securities, Strategies, & Forecasts!


Optimal Finance Analysis (Macro to Micro) – USA, Global (includes USA) & International (excludes USA) – by style, size, sector, asset class, weight, time, and technique: Stocks, bonds, ETFs (over 85 per report), commodities, currencies, companies, international & emerging markets, real estate. Methods: Econometric, Technical, and Fundamental. Sign-up below for our Free Finance Research List: Be the first to see the revisions – Be the first to use the free excerpts! Private and exclusive investment research is frequently sent to our list subscribers (our way of saying "thanks" :-))