Warner Financial Select, LLC 
Global Financial Market Analysis

      Research Products

Warner Financial Select offers three publications:
  • Before the New$
  • Buy low - Sell high and
  • SPYmaster II
  Before the New$' genesis was the institutional investment marketplace. In the early days its predecessor, The Momentummaster System, was a weekly, hard copy service purchased by a number of institutions on 3 continents for $50k a year. One of them, the United Nations Joint Staff Pension Fund, then at $6Bn, was the largest, most globally diversified investment fund headquartered in the United States. After several years' working with us, its chief investment officer, Australian Tim Prince left the U.N. and joined us as Chairman of the firm renamed Warner Prince, Incorporated.
       As the years went by, Schumpeter's icon of capitalism, "creative destruction" had its way this time via technology, and the Bloomberg news, quote and everything else machine permeated the institutional landscape. Sophisticated charting became more readily available, and interest in our work became competitively unaffordable. Nevertheless we persevered, providing clients with regular discipline and occasionally brilliant ideas. 
    Those who understand the pros and cons of technical analysis will appreciate our application of it to include price momentum, our long-term expert commentary and buy/hold/sell and sell-short recommendations.
    Today, Before the New$  is a weekly
e-pub in which we analyze 28 global stock markets, 10 hard and 10 soft commodities, 12 currencies. 6 global short-term interest rates and 6 bond markets.
   The point and value of this service is to identify medium to long-term turning points in the markets to help subscribers take advantage of bull and bear market shifts and adjust asset class weightings before their moves make the news.

    Starting in 2011, due to the greater interest in currencies, gold and foreign markets amongst the American investing public, we decided to offer it to sophisticated individual investors and smaller institutions at a more affordable price.

    Many of our subscribers use Bloomberg or another chart service. Ours is lauded as a compliment to them for its consistent, reliable monitoring and commentary that promote investment management discipline. They have said, "you look at things differently than I do. You find trends and formations I didn't even know were there." Often the reason is because we consider and stress longer term indicators which better capture major operative market forces than those which traders and portfolio managers are constantly watching.

  Our analysis begins with studying each of the markets using several proprietary momentum algorithms, standard technical analytical techniques and relative trend relationships. Please view the "Reading the Charts" tab for a more complete explanation.

   This product typically appeals to global macro investors. It can also be broken down by section for those whose interest is narrowed to stock markets, currencies, commodities or interest rates.

   Before the New$  is e-mailed to subscribers in the first week of each new month. It contains comprehensive, detailed commentary and charts on all markets followed. A click here will take you to the BTN Archives of the past 7+ years  where you can see what we were saying about the markets before key changes (the news) occurred,


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   Buy low - Sell high introduced in 2010 is a free, monthly, narrated slide show of the composite momentum of the 6 asset classes we follow in Before the New$, i.e. money markets, bond markets, currencies, hard and soft commodities and stock markets. It does not give specific investment recommendations, but it does give you a comprehensive view of what asset classes are down and out and what are popular and what direction their prices are likely to go. To have a look or subscribe, please check out this link.

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   SPYmaster II  - If you want to know what the market's going to do, you need to have a look at this. SPYmaster II is a specialty, stand-alone, short-term quantitative trading model that captures the internal forces on the NYSE that are driving the S&P 500 and its exchange traded fund SPY. SPYmaster II monitors the market daily using "Warner's Percentimeter," a quantitative indicator employing internal market statistics. This proprietary model was developed after many years of experimentation with similar algorithims on the NYSE Composite, Dow Jones Industrials and QQQQ. During development it was backtested for the first 13 years of SPY's life. It has been offered as a subscription service since May 2009.

    While past results are not necessarily an indication of future results, the long only model over the past 15 years has more than doubled the bought and held S&P return with the investor at market risk only 52% of the time. The long/short model has offered nearly a triple return (after commissions using no leverage). Detailed historical results are shown, and a free trial subscription is offered.  Signals are e-mailed to subscribers when they happen. Click here to go to the SPYmaster II website.

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