Act I Slaying the Dragons.
1 Lessons from Shakespeare's Bastard Son.
2 This Is Not Your Grandfather's Stock Market.
3 The Farce That Is "Buy and Hold".
Act II If Only You Could . . .
4 Simple, Simon Says.
6 What If?
Act III My Approach to Market Timing.
7 A Timing Manifesto.
8 Silencing Statistical Noise.
9 Technical Timing Signals.
Act IV My Management Solutions.
10 My Mutual Fund Asset Allocation Solutions.
11 My Convergence Fund Solution.
Act V Other Approaches.
12 Broad Strokes.
13 Other Timing Approaches and Resources.
DAVID ROGERS is founder and Chief Investment Officer of Watauga Equity Management, a registered investment advisory firm in Blowing Rock, North Carolina, that specializes in active asset allocation strategies using indexed and leveraged mutual funds. He is also a Senior Financial Writer for CCG Investor Relations and Strategic Communications, Los Angeles. Mr. Rogers has nearly thirty yearsa experience in the investment industry and has held advisory, research, trading, and sales positions for regional and national firms. Rogers has become well known for his skill in establishing the probability of overall stock market direction and, since 1994, has specialized in portfolio construction using mid--, small--, and micro--cap companies, from both "value" and "growth" perspectives.