No Excuses!
Tim FortierYou don't have a return problem. You have a risk control problem. Rules-based market intelligence for investors who can't afford another 2022. Market internals, Smart Money signals, and systematic models to keep you on the right side of the market.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 246 | Founded | 6 years ago | Last Issue | 8 days ago |
| Active | |||||
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noexcuses.substack.comLatest Issues
Tactical Income. October 2026
Monthly Model Update
This is the October update for the Tactical Bond model within the Adaptive Allocation framework.
The Jaguar Portfolio
Monthly Model Update
This is the October update for the Jaguar Strategy.
All-Weather Balanced. October 2026
Monthly Model Update
This is the October update for the All-Weather Balanced model within the Adaptive Allocation framework.
The Hollow High
The S&P 500 is a step from its record. Fewer than half its stocks are above their 200-day. The bond market just broke 5%, and the average stock already knows what that means.
Regime Read for the Week of September 27
The Furnace Behind the Hike
Oil and grain are stoking the fast, visible fire. Shelter and wages are the slow burn underneath it. The Fed just told you it's responding to both.
Regime Read for the Week of September 20
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Rules-based risk management for serious investors. 30+ years managing systematic, absolute-return strategies. I'll show you how to cut drawdowns without sacrificing returns. Process over prediction.
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