“Your advice to raise cash caught my attention, and it turned out to be one of my best decisions. Now 100% cash, patiently waiting for the bottom.” — Jakub K., paid subscriber“You're still providing a ton of value Andy. Bear markets (which will come) are when we need you the most!!! Downside risk management is the most important variable to compound gains.” — Phillip M., paid subscriber“Love your stuff... I find the TAM breakdowns and charts extremely helpful.” — Scott P., paid subscriber“Best sub I have ever had.” — MikeZ, subscriber“Been a follower on X for a couple years and can confirm. Your picks are top notch!” — PipsMagoo, subscriber“You are doing a great work. I personally appreciate your articles and the way you monitor/decode the market + all the charts that you are preparing and sharing also on demand... exactly what I was looking for!” — Cfan, paid subscriber“The best advice I've seen you put out there is telling peeps to wait for a stock to hold above down trend lines before going in heavy. I know that has saved me money more than a few times in the last month.” — Justin, paid subscriber“The best value I've seen out of anybody on fintwit. The man puts in hard work every day with TA and due diligence on companies and sectors.” — Bean24, paid subscriber“By far your best post I have read and why I became a subscriber. Your market wisdom is priceless. These are the posts that will make me a life long subscriber.” — Tim R., subscriber“Andy — you are also teaching the long view to new investors. That is massive.” — Alex D, subscriber“Great piece today. Thanks for teaching me to fish!” — Howie s, subscriber“One of my favorite Substack writers... I'm confident that reading my article alongside his chart analysis will give you an even better perspective on the sector and be incredibly helpful for your own investment research.” — Damnang Research

The work, in the open.

Samples from the free side of Annualize This. Paid subscribers get the full living chart packs, updated weekly.

Called a year in advance: the 2025 S&P 500 roadmap.

The Jan 2, 2025 X call:

fugly into a March/April low 20ish%... forming a H&S getting everyone bearish then rip higher with two 5ish% drawdowns in back half of year... eoy calling for 18ish% year

  • Bottomed Apr 9, 2025, −20.47%
  • H&S bear trap
  • Two H2 drawdowns −4.1%/−5.2%
  • SPY +19.7% for 2025 vs ~18% called
The 2025 S&P 500 roadmap — original post and 12-month dissection

Read the full back story on Substack

The 2026 roadmap — in progress.

Posted Jan 1, 2026 (his pinned post).

Scorecard (as of Oct 22, 2026 close):

  • Choppy start hit (March washout -9.8% intraday)
  • ATH into May hit (7,625)
  • Drawdown came June -5.2% not -14%, bears’ 5700 gap-fill never came
  • Oct 6 intraday high 7,844.52 vs 7,853 target (8.5 pts off, +15.1% total return vs ~15% called)
  • SPX +11.95% YTD, inside his 9-15% band
The 2026 roadmap chart

Original post on X

The 2024 roadmap: 5770, called on December 31, 2023.

Call: 5770 / +20%.

Outcome: crossed 5770 Oct 2024, closed 2024 at 5,882 (+23.3%) — target within ~2%.

The 2024 roadmap dissection chart

Original post on X

The 2023 roadmap: the ‘Upside Down.’

Posted Jan 8, 2023; roadmap through spring 2023 targeting 4200 (labeled partial-year).

Outcome: SPX closed May 2023 at 4,180 — “to the penny.”

Original post on X

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