My Latest Research: The best way to gain access to ownership of SpaceX shares ahead of it's June IPO

Pre-IPO exposure to SpaceX is becoming one of the most sought-after themes in private markets.

3 hrs ago • Peter B Richman MD MBA

New Research: The Ternary Regime Asset Framework (TRAF)

I am pleased to announce the public release of our flagship working paper, “The Ternary Regime Asset Framework (TRAF): A Regime-Aware Approach to…

May 8 • Peter B Richman MD MBA

April 2026

S&P 500 Market Breadth Shifts:

Why Rising $BPSPX Odds Signal a Potential Bull Regime Return

Apr 27 • Peter B Richman MD MBA

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Headline: A Regime-Aware Market Capitalization Rotation: Why Small Caps are Leading the April 2026 Pivot

Moving beyond the S&P 500—how a dual-momentum approach using TIP as a "canary" and market-cap rotation identifies the real leaders in a Risk-On…

Apr 16 • Peter B Richman MD MBA

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March 2026

Beyond the Calendar: Why Your 60/40 Portfolio Needs a "Safety Tripwire"

A Practitioner’s Guide to the Architectural Efficiency of Threshold-Based Rebalancing

Mar 15 • Peter B Richman MD MBA

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The War Puzzle: Why Markets Often Defy Geopolitical Gravity

The S&P 500 often rally after military intervention? Explore the "War Puzzle," historical volatility data, and tactical asset allocation for 2026.

Mar 2 • Peter B Richman MD MBA

February 2026

Is It Time to Rotate Out of the Magnificent Seven?

A Systematic Approach

Feb 21 • Peter B Richman MD MBA

Hybrid Asset Allocation for U.S. Market Cap Rotation: A Regime-Aware Framework

A Working Paper Extending the Keller–Keuning Hybrid Asset Allocation Model to Regime-Filtered U.S. Equity Capitalization Segments

Feb 10 • Peter B Richman MD MBA

December 2025

The 200-Day Moving Average Reclaim: A Case Study in Trend Reversals

A guide to trading S&P 500 trend reversals using the 200-day moving average and market breadth.

Dec 29, 2025 • Peter B Richman MD MBA

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Beyond Buy and Hold: The Case for Evidence-Based Investing

Why the traditional 60/40 portfolio is broken, and how a rules-based framework can protect your capital in any market environment.

Dec 22, 2025 • Peter B Richman MD MBA

August 2025

🧠 Dual Momentum Strategy Analysis: Is it Still the Best Way to Beat the Market in 2026?

A critical, data-driven autopsy of the classic Dual Momentum strategy. We break down its performance mechanics, potential flaws, and whether it fits a…

Aug 7, 2025 • Peter B Richman MD MBA

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May 2025

🐻Mama Bear vs. Papa Bear: A Guide to Muscular Portfolios for 2026

Confused by the Muscular Portfolio variations? We break down the risk, return, and volatility differences between Mama Bear and Papa Bear strategies to…

May 31, 2025 • Peter B Richman MD MBA