The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

Group 1 - The core focus of BAD BEAT Investing is to provide high-quality research and investment opportunities, emphasizing both long and short trades for short- and medium-term investments [1] - Quad 7 Capital, the team behind BAD BEAT Investing, consists of 7 analysts with diverse expertise in business, policy, economics, mathematics, game theory, and sciences [1] - The service aims to educate investors on trading strategies, offering tools such as chat rooms, daily analyst summaries, and options trading education [1] Group 2 - BAD BEAT Investing has a proven track record, having been predominantly long (95%) and short (5%) since May 2020, following a significant market call in February 2020 [1] - The investment approach includes a focus on income generation, special situations, and momentum trades, with clear entry and exit targets provided [1] - The service is designed to save time for investors by delivering in-depth research and actionable trade ideas on a weekly basis [1]

Core Viewpoint - BAD BEAT Investing, led by Quad 7 Capital, is a team of analysts with nearly 12 years of experience, focusing on short- and medium-term investments, income generation, and momentum trades [1] Group 1: Company Overview - Quad 7 Capital is recognized for its strategic call in February 2020 to sell everything and go short, maintaining an average position of 95% long and 5% short since May 2020 [1] - The company emphasizes teaching investors to become proficient traders through a comprehensive playbook, aiming to save time by providing in-depth, high-quality research with clear entry and exit targets [1] Group 2: Services Offered - BAD BEAT Investing provides a range of benefits including understanding market dynamics, executing well-researched trade ideas weekly, access to four chat rooms, and daily summaries of key analyst upgrades and downgrades [1] - The service also includes learning basic options trading and access to extensive trading tools [1]

Core Viewpoint - The First Trust Low Duration Opportunities ETF focuses on income generation and capital preservation through a diversified portfolio of mortgage-backed securities [1][8]. Fund Performance and Holdings - Walkner Condon Financial Advisors LLC increased its holdings in the ETF by 80,543 shares during Q4, valued at approximately $4.03 million, raising the fund's total position to $21.04 million, an increase of $4.09 million from the previous period [2]. - As of January 20, 2026, the ETF's shares were priced at $50.15, reflecting a 7.28% increase over the past year, underperforming the S&P 500 by 7.5 percentage points [5][6]. - The ETF's assets under management (AUM) stand at $5.71 billion, with a dividend yield of 4.07% [6]. Investment Strategy - The ETF is designed to provide exposure to a diversified portfolio of mortgage-related securities while maintaining a low duration profile, with a weighted average net effective duration of about 2.5 years [9][12]. - The fund allocates at least 60% of its assets to mortgage-related debt securities, targeting investors seeking stable income and reduced interest rate sensitivity compared to traditional longer-duration bond funds [12]. Investor Implications - The ETF holds over 1,000 mortgage-related securities, making it suitable for investors with shorter investment horizons or those looking to diversify their portfolios [9]. - The recent addition by Walkner Condon, while modest, may indicate confidence in the ETF's ability to generate income and achieve capital appreciation [10].

Core Insights - The article discusses the Q4 earnings season for regional banks, specifically focusing on Northwest Bancshares, Inc. (NWBI), which has seen stock growth alongside the sector due to its acquisition plans [2]. Group 1: Company Overview - Northwest Bancshares, Inc. is highlighted for its stock rally in conjunction with the regional banking sector [2]. - The company is preparing for an acquisition of The Pioneer, which is expected to contribute to its growth by summer 2025 [2]. Group 2: Investment Strategy - BAD BEAT Investing, associated with Quad 7 Capital, emphasizes a blend of short- and medium-term investments, focusing on income generation and momentum trades [2]. - The investment group has a history of providing high-quality research and clear entry and exit targets, aiming to educate investors on market dynamics [2]. Group 3: Analyst Team and Performance - Quad 7 Capital consists of a team of seven analysts with diverse expertise, known for their strategic market calls, including a notable recommendation to sell in February 2020 [2]. - The team has maintained an average position of 95% long and 5% short since May 2020, indicating a bullish outlook on the market [2].

Group 1 - Parke Bancorp (PKBK) is being reviewed as part of the Q4 regional bank earnings season, with a previous rating of "Hold" [1] - The analysis is conducted by Quad 7 Capital, a team with nearly 12 years of experience in identifying investment opportunities [1] - The team focuses on short- and medium-term investments, income generation, special situations, and momentum trades [1] Group 2 - The broader company has expertise in various fields including business, policy, economics, mathematics, game theory, and sciences [1] - The investment group aims to teach investors to become proficient traders through a comprehensive playbook [1] - Benefits of the investment approach include well-researched trade ideas, access to chat rooms, daily analyst summaries, and learning basic options trading [1]

Core Insights - Zions Bancorporation has reported its fiscal Q4 earnings, providing insights into the regional banking sector [1] Group 1: Company Performance - The earnings report from Zions Bancorporation reflects the bank's financial health and operational performance in Q4 [1] Group 2: Investment Strategy - The article highlights the investment approach of Quad 7 Capital, which focuses on both long and short trades, emphasizing short- and medium-term investments, income generation, and momentum trades [1] - The investment group aims to educate investors on market dynamics and trading strategies, offering in-depth research and clear entry and exit targets [1]

Group 1 - United Community Banks, Inc. (UCB) is a small banking network operating in the Southeastern region of the United States [1] - The article highlights the expertise of Quad 7 Capital, a team of analysts with nearly 12 years of experience in identifying investment opportunities [1] - Quad 7 Capital has a proven track record, being 95% long and 5% short on average since May 2020, indicating a strong focus on market trends [1] Group 2 - The article emphasizes the benefits of BAD BEAT Investing, which include learning market dynamics, executing well-researched trade ideas, and access to extensive trading tools [1] - The focus is on teaching investors to become proficient traders through a structured approach, rather than just providing trades [1] - The company aims to save time for investors by offering in-depth research with clear entry and exit targets [1]

Group 1 - The article discusses the Q4 earnings of United Community Banks, Inc. (UCB), a small banking network operating in the Southeastern region of the United States [1] - The analysis highlights the expertise of the BAD BEAT Investing team, which has been providing investment opportunities for nearly 12 years, focusing on both long and short trades [1] - The team emphasizes teaching investors to become proficient traders through their research and trading strategies, aiming to save time by providing high-quality research with clear entry and exit targets [1] Group 2 - The article mentions the benefits of BAD BEAT Investing, including learning market dynamics, executing well-researched trade ideas, and access to various trading tools and resources [1]

Core Insights - The article discusses the investment strategy and offerings of BAD BEAT Investing, particularly focusing on UnitedHealth Group Incorporated (UNH) and its recent management changes and miscalculations in expected usage and costs [1]. Group 1: Company Overview - UnitedHealth Group Incorporated (UNH) has experienced significant management shifts and challenges in accurately modeling expected usage and costs in 2025 [1]. Group 2: Investment Strategy - BAD BEAT Investing emphasizes short- and medium-term investments, income generation, special situations, and momentum trades, aiming to educate investors on proficient trading [1]. - The investment group has a proven track record, having been predominantly long since May 2020, with a notable call to sell everything and go short in February 2020 [1]. Group 3: Benefits of BAD BEAT Investing - Members receive in-depth research, clear entry and exit targets, and access to multiple chat rooms, along with daily summaries of key analyst upgrades and downgrades [1]. - The program also includes education on basic options trading and extensive trading tools to enhance investor proficiency [1].