Knowledge Base

LEARN THE
EDGE.

Strategy breakdowns, market regime analysis, and trading education — written by the team behind the AI. Free for everyone.

Filter:
Education
KELLY CRITERION: THE MATH BEHIND POSITION SIZING

Most traders size positions by gut feel or arbitrary percentages. Kelly Criterion is the mathematical formula used by professional gamblers and institutional traders to maximize long-term growth. Here's how it works and why our bot uses a half-Kelly approach.

Position Sizing Risk Management Math
Jun 2026 · 8 min read READ →
Market Regime
PUBLISHING JUN 12
BULL, NEUTRAL, BEAR: HOW WE CLASSIFY THE MARKET EVERY MORNING

Before the market opens, the bot reads VIX, SPX vs 200MA, NYSE breadth, and Fed stance to determine today's regime. Here's exactly what each regime means and why strategy changes based on it.

VIX SPX Regime
Jun 2026 · 6 min read READ →
Strategy
PUBLISHING JUN 17
VWAP RECLAIM: ONE OF THE HIGHEST-PROBABILITY INTRADAY SETUPS

VWAP reclaim is when price breaks below VWAP, finds support, then reclaims it with volume. Institutions use VWAP as a benchmark — when price reclaims it, they're buying. Here's how to trade it.

VWAP Intraday Setup
Jun 2026 · 5 min read READ →
Strategy
EMA PULLBACK: THE INSTITUTIONAL BUY-THE-DIP SETUP

When a stock in a clear uptrend pulls back to the 8 or 21 EMA on declining volume, institutions are often quietly accumulating. The bounce entry with volume confirmation is one of the cleanest setups in trending markets.

EMA Trend Momentum
Jun 2026 · 5 min read READ →
Futures
TOPSTEP COMBINE: COMPLETE GUIDE TO GETTING FUNDED

TopStep's $50K Combine lets you trade a funded futures account if you prove consistent profitability. $3,000 profit target, $2,000 max loss limit, $1,000 daily loss limit. Here's exactly how to pass.

TopStep Funded Futures
Jun 2026 · 10 min read READ →
Strategy
OPENING RANGE BREAKOUT: TRADING THE FIRST 30 MINUTES

The 9:30-10:00am ET range sets the battlefield for the day. A breakout from that range with volume confirmation is one of the most reliable setups in existence. Here's the full playbook.

ORB NY Open Breakout
Jun 2026 · 7 min read READ →

BOOKS THAT
ACTUALLY HELP

The books that shaped how we think about trading, risk, and market structure. Recommended for every serious trader.

// Disclosure: links below are Amazon affiliate links. We earn a small commission at no extra cost to you.

TRADING IN THE ZONE
Trading in the Zone
Mark Douglas

The definitive book on trading psychology. Most traders lose because of mindset, not strategy. Douglas breaks down why and how to fix it.

Why we recommend it: The AI has no emotions. You do. This book bridges that gap.
VIEW ON AMAZON →
MARKET WIZARDS
Market Wizards
Jack D. Schwager

Interviews with the world's greatest traders. Every interview reveals something about edge, risk management, and the reality of professional trading.

Why we recommend it: Pattern recognition across 20+ elite traders shows what actually works.
VIEW ON AMAZON →
HOW TO MAKE MONEY IN STOCKS
How to Make Money in Stocks
William J. O'Neil

The CAN SLIM methodology — a systematic approach to finding breakout stocks before they make big moves. Foundational for understanding momentum.

Why we recommend it: Our breakout strategy is rooted in O'Neil's volume and price action principles.
VIEW ON AMAZON →
MIND OVER MARKETS
Mind Over Markets
James Dalton

Market Profile and auction market theory — the framework institutions use to understand price and value. Essential for futures traders.

Why we recommend it: Understanding market structure makes our VWAP and session strategies click.
VIEW ON AMAZON →

STAY IN THE LOOP

Get new articles and the weekly performance recap delivered to your inbox. Free, no spam.

Unsubscribe anytime. We don't sell your email.