The AI Systematic Investor
Every issue, every rule on the table.
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October 2026
Does Complexity Beat Simplicity? The Honest Benchmark Test
If a strategy is more complex than buying QQQ or a leveraged QQQ ETF, does that complexity earn its keep? The benchmarks every QQQ options strategy should face, and the checklist from this series.
Read issueStress Test: When Technology Falls Together
What happens to a leveraged QQQ strategy with short SMH puts when technology stocks sell off together? Positions that looked diversified turn out to be one bet.
Read issueInside the Regime Model: What the Machine Actually Decides
The model does not predict QQQ's price. It classifies the current environment and decides how much exposure to carry. Here is what it does, and what keeps it honest.
Read issueManaging the PMCC When the Market Rips Higher
The best month for QQQ can be the hardest month for your short call. Here is what a rally does to a PMCC and the three rules that keep it survivable.
Read issueChoosing the LEAPS: Strike, Expiration and the Cost of Time
Deep in the money or at the money? Which expiration? Extrinsic value is what you pay for time and uncertainty, and most investors pay too much of it.
Read issueDelta Budgeting: Sizing Leverage on Purpose
The capital you paid for an option is not the same as the exposure you carry. Delta budgeting is how you size leverage on purpose instead of by accident.
Read issueWhere Return Actually Comes From
When a strategy beats QQQ, what actually produced the extra return? Every options strategy draws on four engines, and a headline number without a breakdown is marketing, not research.
Read issueWhy Most Retail Trading Bots Blow Up, and What a Durable Strategy Looks Like
The most common retail bots are grid and Martingale systems that hide risk instead of removing it. Here is how to spot them, and what a durable strategy looks like instead.
Read issueSeptember 2026
Building a Retail Investor Risk Framework
A durable investing process starts with drawdown, exposure, concentration, and discipline, not excitement.
Read issueBacktests Only Matter If the Assumptions Survive
Backtest results deserve attention only after assumptions, costs, slippage, and validation have been stress-tested.
Read issueWhat Machine Learning Can and Cannot Do for Investors
Machine learning can support better investment research, but it should never be sold as certainty.
Read issueWhy Selling Puts on SMH Is Not the Same as Hedging QQQ
A semiconductor put sleeve can generate premium, but it should not be casually mistaken for a hedge.
Read issueAugust 2026
PMCC Is Not Free Income
PMCC changes the return distribution of a position, but premium comes with management obligations and trade-offs.
Read issueWhat LEAPS Actually Add to a Strategy
LEAPS can improve capital efficiency, but they reshape risk and demand clearer structure and rules.
Read issueIs QQQ a Growth Engine or a Concentration Risk
QQQ can be a compelling growth vehicle, but concentration is part of the structure and should be treated seriously.
Read issueWhy Most Investors Need a Process Before Another Prediction
Most retail investors do not need more headlines. They need a repeatable process for evidence, structure, and risk.
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