Subject: Re: Bear markets
Your openness is admirable about "Zee's strategies and concepts are absolutely new for me."
They no longer have anything at all to do with individual company fundamentals and screening. If you were last in MI going into the GFC, yeah things have changed.

Really, these approaches sum up to, is it reasonably safe to expect positive returns from stocks in general (or specific asset classes) in the near term based on "listening to the railroad tracks" of market data showing what the big investors are up to - interest rates, breadth, volume, overall P/E, trend, price relative to trend, etc.

And they need a significant amount of market technicals data, not individual stock data. That said, there are enough free or reasonable-cost data sources out there that can be put into Excel/Sheets/Numbers for straightforward calculations to be built off them. All the indicators do is add up to a bullish environment or a bearish environment. That's as far as I've been willing to take it all these years. It's a great mechanical stoplight approach if they're used in combination.

The next level above all that is picking which assets to be long in during bullish periods and which to be short in during bearish. And that's where I drew the line, just speaking for myself - I have spent too much time already working with data, building spreadsheets, carefully scrutinizing market data because I'm too close to retirement to suffer through another '08. Hand up, I use the signals these guys developed back then as well as some others I've learned about since and feel blessed they took the time to backtest them and share them. If I had used them in 08 with my whole portfolio at the time, I'd be retired already - would have turned a 32% loss into about a 15% loss.