Questions we expect
you to ask.

Yes. The original Options2Wealth blog remains publicly accessible on Seeking Alpha. You can review the blog, the charts, the trade rationales, and the public comments for yourself.

We encourage healthy skepticism. Don't take our word for it. Verify the record yourself.

Yes. That was the entire point of the experiment.

Every trade idea was published before execution and time-stamped by Seeking Alpha. The public record was created first. The results came later.

There was no way to go back and claim a trade after the fact. No cherry-picking. No reverse-engineering. The timestamp is the proof.

Because hindsight is easy.

Anyone can claim they bought a stock after it has already moved. I wanted to see whether my methodology could stand up to complete public transparency. It did.

OpusSignals is built on the same principle: the methodology either works or it doesn't. We think you deserve to see for yourself before you pay a cent.

From Monday, December 31, 2012 through Friday, June 28, 2013 — the last trading day of the month — exactly six months, publicly committed on Day 1 — a starting capital of $10,000 grew to $1,074,475.06.

Every trade was posted before execution and time-stamped by Seeking Alpha. Every chart, every analysis, every rationale — documented for anyone to review.

Many of them did. Because every trade was posted publicly before execution, readers who followed along were able to piggyback on the same ideas in their own accounts.

These are real comments, timestamped by Seeking Alpha. The archive is still public.

Since my trade plan(s) were posted before execution, it made it easy for readers to make the exact same trades.

OpusEngine™ is the proprietary screening engine behind OpusSignals — the same methodology that generated the Options2Wealth track record in 2013, now systematized and scaled.

It combines Point & Figure charting, trend analysis, volume studies, volatility compression, and other contextual factors I use to identify opportunities that meet my standards for conviction.

This methodology has been refined over 35 years of active markets — through multiple bull cycles, bear markets, corrections, and crashes. I first laid it out publicly in a December 2012 post on Seeking Alpha, before the Options2Wealth experiment even began.

Yes to both. Point & Figure charting is the foundation, but I layer in Candlestick chart patterns — like Cup & Handle setups and Double Top breakouts — alongside Golden Cross signals, where the 50-day moving average crosses above the 200-day moving average.

A Golden Cross is one of the more powerful bullish catalysts I watch for, and OpusEngine flags both confirmed Golden Crosses and ones it sees coming a few sessions out. I called a Golden Cross on Apple in 2013, within the exact window I predicted, well before the move played out.

None of these signals work in isolation. A stock has to confirm across multiple layers — P&F structure, candlestick pattern, Golden Cross proximity, volume, and trend direction — before it meets my bar for conviction.

These are classic Point & Figure terms, and they're central to how OpusEngine reads a chart.

A Bearish Resistance Line is a downward-sloping trendline a stock has to break through before a real reversal is confirmed — I called the Dow bottom in 2010 by watching one. A Bullish Support Line is the opposite: an upward-sloping line that, if it holds, confirms the uptrend stays intact.

Double Top and Triple Top breakouts happen when a stock's P&F chart prints a new high above two or three prior highs at the same price level — the more times that level gets tested and broken, the more conviction I have in the move. I called the Nasdaq's Triple Top breakout at 5,050 in March 2015, predicting new all-time highs within 30 days.

A Bullish Catapult is one of the strongest patterns in P&F charting — a Double or Triple Top breakout that launches directly into a new uptrend with no pullback. A Bearish Catapult is its mirror image on the downside. OpusEngine watches for both, though given my approach to the long side, it's the bullish version I act on.

No. Every opportunity originates from a validated structural event identified by OpusEngine™.

This is the same methodology applied publicly on the Options2Wealth blog in 2013 — well before AI became a marketing buzzword in financial services.

Artificial intelligence may eventually help rank opportunities, but AI does not generate the underlying signals. The signals come from my methodology.

Most services try to generate more ideas. I try to eliminate ideas.

My objective is not quantity. My objective is conviction. OpusSignals is designed to surface only the opportunities that survive every layer of my methodology.

When OpusEngine™ identifies potential opportunities at the end of each trading day, I determine which of those, if any, are truly worth sharing. I am the final arbiter of the picks that are shared with you.

If there are no compelling opportunities, I prefer to remain silent than force a signal. To me, staying silent is confidence, not failure.

As few as possible.

OpusSignals is designed to surface only opportunities that survive all layers of my methodology. If there are no compelling opportunities in a given week, I would rather remain silent than force a signal.

Silence is a signal too. It means market conditions don't meet my threshold for conviction — and I believe that restraint in itself is a form of value.

Because I am an optimist.

For more than 35 years I have focused exclusively on identifying stocks that I believe have significant upside potential. I have never shorted a stock. Not once.

This is not a philosophical objection to shorting — it is simply not what I do, and I have no interest in betting against a company. There are plenty of opportunities in making money on the long side, so I simply don't bother to short. Interestingly, OpusEngine™ can identify shorting opportunities just as well. But those don't interest me.

No one can guarantee profits on any individual trade. Markets are inherently uncertain.

What I do guarantee is a performance standard. Legendary investor Peter Lynch said you only need to be right 60% of the time to be a successful investor — my goal for OpusEngine™ is to be right 70% of the time. If our win rate falls below that, your subscription, upon request, will immediately be refunded, no questions asked. We track every pick in your account, so the verification is instant on both sides.

No. OpusEngine™ and OpusSignals are designed to identify stocks that are showing signs of being ready to move higher — that's where our conviction lives. We don't advise on when to sell or how to lock in profits.

Once you've taken a position in one of our recommended stock picks, the decision of when to exit and take gains is entirely your own. We focus on finding you the entry; what you do from there is your call.

The $10,000 starting balance was a standardized demonstration figure — used so followers could track the compounding math regardless of their own account size. But the methodology behind it was running simultaneously in a real client account at Charles Schwab, for a close friend who was in genuine financial hardship and had trusted me with his savings.

That account started four weeks before O2W launched. It traded the same stocks, in the same timeframe, using the same methodology — and grew from under $15,000 to over $752,000 in the same seven-month window, before withdrawals he needed to keep his business afloat.

When a professional fact-checker flew in from Canada to verify my track record, he sat with my client at a Starbucks for two hours. My client voluntarily brought his actual paper Charles Schwab statements to that meeting and showed him everything. The fact-checker came away convinced.

Charles Schwab brokerage statements documenting this client account are available to verified institutional inquiries and members of the press upon request.

I never stopped trading. For over a decade, I kept fielding friends' questions about the technicals on stocks they were watching — and in the back of my mind, I always wanted to build a system that could sift through the entire Russell 2000 and surface stocks that passed my stringent and elaborate methodology.

So I built one — for myself. But once I saw what this engine is able to do, I decided to share it. That's OpusSignals.