September 9, 2023 Chapter Webinar (only)

Better Returns, Less Risk
by Following the Money

Asbury Research helps both professional and individual investors better manage downside risk while improving market performance via a unique, data-driven approach and our own quantitative models. He and his firm produce a forward-looking, strategic macro analysis and forecast of the US financial markets and also define specific investment opportunities in individual indexes, stocks, and ETFs.

Main points:

  • His proprietary models provide data driven, actionable market intelligence and investment ideas.
  • What are his five data driven models?
  • How can you use his models?

A fellow chapter member found this interview of John on SchwabNetwork.com. Please feel free to view it ahead of our meeting.

Meeting Details:

Date: Saturday, September 9, 2023

Time: 10:00 a.m. ET (please join the webinar by 9:55)

Virtual access only: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $7 electronic payment (webinar)

About Our Speaker

John Kosar , CMT, is the Chief Market Strategist of Asbury Research, a firm he launched in 2005. John has more than 40 years of experience studying, analyzing, and forecasting global financial markets. Asbury Research provides data-driven technical and quantitative investment research to professional and private investors.

John began his career in 1980 on the Chicago Mercantile Exchange trading floor and spent the next 17 years there, acquiring a practical, real-world education on how the US financial markets work from the inside out. This experience, early in his career, became the foundation for his unique analytical approach and understanding of what really drives financial asset prices. John’s proprietary blend of technical and quantitative inputs and Asbury Research’s quantitative models are more forward-looking, agile, and actionable than the typical Wall Street approach.

John is a contributor to Forbes and StockCharts.com and is frequently quoted by US and global financial news organizations, including The Wall Street Journal, MarketWatch.com, Barron’s, Yahoo! Finance, and Reuters. John also regularly appears on financial television, including CNBC, Fox Business, and Bloomberg, and is a frequent speaker at financial events across the country presented by organizations including the Chartered Financial Analyst (CFA) Society, the National Association of Active Investment Managers (NAAIM), the CMT (Chartered Market Technician) Association, and the American Association of Individual Investors (AAII).

John was awarded the Chartered Market Technician (CMT) designation in 1999, served as Vice President of the CMT Association from 2004 to 2006, and was a member of its Board of Directors from 2002 to 2006. Previously, John was a trader, analyst, and strategist for several top firms, including Shearson American Express, NatWest Markets, Greenwich Capital Markets, and Deutsche Bank.