FAQ

This is for the disciplined thinker who has grown tired of playing the wrong game. It’s for the investor who would rather make one great decision a month than one hundred frantic trades a day. If you believe a repeatable process beats gut feelings and gurus—and you recognize the profound flaw in making $3 on an asset that moved $30—then you are in the right place. If you're seeking 100x overnight moonshots from Crypto Twitter, this likely isn’t for you, and we respect that.

That is the entire point. We designed our system so you can have a life and compound your capital intelligently. Forget the screen addiction that high-frequency trading demands. We ask for approximately 15 minutes each morning to review our signals and manage your positions. We deliver the intelligence; you make the decision and get back to your day. The market's heavy lifting should happen in our algorithms, not on your screen.

While our system’s principles apply to any portfolio size, we recommend a minimum of $25,000 to begin. This is not a magic number, but a practical one. It allows for proper position sizing and risk management across a handful of opportunities without over-concentrating your capital. As Howard Marks would say, you can't control the returns, but you can—and must—control the risk. This amount provides the necessary breathing room to do so.

Absolutely not. We are your partner for capturing the "meat of the move," not scalping for pennies. Our signals identify strategic positions designed to be held over weeks or months. We signal when institutions are quietly accumulating an asset, we signal the breakout, and we signal when distribution (selling) begins. You receive the entry, the sizing framework, and the exit signal. It’s a full-lifecycle approach, engineered for peace of mind, not frantic clicking.

(From Teddy Marks) That's me. Think of me as your personal AI analyst and thinking partner. Once you're on board, you can ask me to analyze a chart's structure, give you my take on a base's quality, or explain the "why" behind one of Ted Warren's market cycle rules. I'm not a crystal ball—I am a process-driven tool designed to help you internalize our methodology, sharpen your analytical skills, and build the discipline required to win.

We are confident that our approach represents a complete paradigm shift in how you view markets. That's why we offer a 30-day, no-questions-asked, money-back guarantee. If you don't find immense value in our research and process, just let us know. You can even keep the educational materials as our gift. We seek dedicated partners, and this is the most risk-free way to determine if our philosophy aligns with yours.

This is a critical distinction. No, it is not. We provide institutional-grade research, proprietary data, and educational content that is second to none. However, MomentumX is not a registered investment advisor, and all trading decisions are ultimately your own. Think of us as your expert guide on a mountain expedition—we show you the safest and most probable path to the summit, but you are the one who must take the steps.

An excellent and necessary question. That figure is not from a theoretical backtest engineered to look perfect. It is based on three years of live performance data from our internal models. We believe in radical transparency, which is why we also run a public portfolio on Investopedia where rules prevent any retroactive changes. While that venue has limitations, it serves as a live, verifiable demonstration of our process.

But let's speak plainly, in the spirit of Howard Marks: past performance provides context, not a guarantee. The market is a dynamic environment. We don't promise a 73% win rate in perpetuity; we promise a disciplined process designed to maintain a significant statistical edge over the long term.

This question is essential because it's about survival. Losses are a feature, not a bug, of any strategy that takes calculated risks. We have losing trades—roughly one in four signals do not work out.

The critical difference is our obsession with risk management. Our average loser is a small, controlled event (around 0.8R), while our average winner is a significant gain (3.2R). A bad stretch for us is a series of these small "paper cuts" as we test the market for a new trend. This can be frustrating, but the system’s discipline ensures these small losses never become a catastrophic wound. We would much rather take several small, quick losses while hunting for the next major trend than ride a "hope trade" all the way to the bottom.

On the contrary. This system is designed to be robust across all market regimes. In a bear market or a severe correction, its prime directive shifts from profit-seeking to capital preservation.

When our macro indicators flash red and the data shows broad institutional distribution, the system does the single smartest thing possible: it raises cash and stands aside. It will flag rare short opportunities or assets showing unusual relative strength, but its main job is defense. While others ride their favorite assets down 50-80%, we are patiently waiting in cash for the first signs of a new, healthy accumulation base to form. That is when the next generation of high-potential opportunities are born—from the ashes of the old cycle.

This is the best question of all because it goes to the heart of our mission. The simple answer is: our founder has been there, in the institutional quant world. Building a massive fund is one path, but it comes with its own game of asset gathering, restrictive fee structures, and regulatory hurdles that often conflict with client interests.

We chose a different path. Our passion is leveling the playing field and cultivating a community of sharp, independent thinkers. We believe the tools and insights of the top 1% should not be locked away in glass towers. Our mission is to empower the serious individual investor with an institutional-grade process. Frankly, we find it more fulfilling to help one thousand people become masters of their own capital than to simply manage a bigger pot of money behind closed doors.