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04/29 - Signals Webinar: How to Invest & Trade Using Proprietary Signals

Empowering Every Day Investors to Invest like Wall Street Pros

Today’s live session was a special “Lunch & Learn” where I walked through how to use the Signals product — our proprietary stock signals tool designed to give everyday investors access to Wall Street-level data. Below is a full recap covering what Signals is, how it works, and practical strategies for using it.


Chapters & Key Points

0:00 – Welcome + Overview of Today’s Session

  • Quick intro to the community tuning in.

  • Today’s focus: a walkthrough of the Signals product.

2:00 – What is Signals?

  • Built by my company in collaboration with ex-hedge fund PhDs and quants.

  • Signals predicts whether a company will beat, meet, or miss earnings based on payment data.

  • Proprietary C-Score from -100 (bearish) to +100 (bullish).

5:00 – What Kind of Data Powers Signals?

  • Aggregated, anonymized debit, credit, PayPal, and e-commerce payment data.

  • Signals are systematic: no emotional bias — similar to how Renaissance Technologies and other quant funds operate.

8:30 – How to Access Signals

10:00 – Inside the Spreadsheet

  • Multiple tabs:

    • All Scores All Tickers (full ranking of stocks)

    • Top Tickers (best-performing signals over 6 months)

    • Recently Qualified and Currently Qualified signals

    • Data Dictionary explaining each metric

  • C-Scores reflect the real-time direction of consumer spending and macro trends.

14:00 – How to Use Signals

  • Look for stocks with new signals (flashing 1–3 times in the last 7 days).

  • The earlier you catch a new signal, the better the potential alpha.

  • Conditional formatting can help you quickly spot major score jumps.

19:30 – Example Walkthrough: T-Mobile (TMUS)

  • T-Mobile’s score shifted from bearish (-70s) to bullish (+44) — predicting a positive reversal.

  • Checked live chart: Stock starting to move up off support levels.

23:00 – Example Walkthrough: Chevron (CVX)

  • Chevron flashed a bullish signal right at the bottom (April 25).

  • Strong post-signal performance confirmed the model’s predictive power.

26:30 – Advanced Usage Tips

  • Using Signals for short-term trading (days to weeks).

  • Combining Signals with options strategies like covered calls and cash-secured puts.

  • Using Signals as a contrarian indicator against slow Wall Street analyst upgrades.

31:00 – Systematic Investing Philosophy

  • Signals strategy mirrors top-performing quant funds: data first, emotions second.

  • Stick to the signal — avoid second-guessing based on headlines or analyst opinions.

35:00 – Vision for the Future of Signals

  • Plan to expand by acquiring location data, receipt data, and more.

  • Goal: democratize access to elite investment data for everyday investors.

  • Potential for users to get paid to contribute their data in the future.

38:00 – How to Get the Full Spreadsheet

  • Join the Substack chat to access daily files.

  • Founding members receive daily emailed spreadsheets before market open.

  • Spreadsheet can be used manually or fed into AI tools like ChatGPT.

41:00 – Closing Remarks + Thank You

  • More sessions on Signals coming soon.

  • Special shoutout to new and current Substack and TikTok subscribers!

  • Next live session will cover broader market commentary.


✅ Quick Summary of the Session

  • Signals predicts stock moves based on real-time consumer spending data.

  • C-Score (ranging from -100 to +100) indicates stock momentum.

  • Best strategy: Focus on new signals (1–3 days flashing) and act systematically.

  • Examples: T-Mobile and Chevron both showed predictive reversals.

  • Future vision: More data, smarter signals, and bigger community access.


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