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 | 241 | Founded | 6 years ago | Last Issue | 7 days ago |
| Active | |||||
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noexcuses.substack.comLatest Issues
The Coin Flip Landed. It Landed Hawkish.
Rates Near 5%, Oil Near $100, and a Breadth Picture That Never Got the Memo
Regime Read for the Week of September 13
The Index Held. The Market Didn't.
Four Breadth Measures Just Confirmed What the Bell Curve Was Hinting At
Regime Read for the Week of September 6
93.33%. That's the Number That Just Flipped My Gold Thesis.
Extreme breadth, a stronger dollar out of Jackson Hole, and a rare warning from a source I trust. Time to take some profits off the table.
The Move
The Jaguar Portfolio
Monthly Model Update
This is the September update for the Jaguar Strategy.
Tactical Income. September 2026
Monthly Model Update
This is the September update for the Tactical Bond model within the Adaptive Allocation framework.
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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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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