Disclosures

Disclosures

Not investment advice

Out of Sample publishes general, impersonal analysis of claims about financial markets on a fixed weekly schedule. Nothing here is a recommendation to buy, sell, or hold any security, and nothing is tailored to any reader's financial situation. Backtests describe the past under stated assumptions and don't predict future results. Do your own research and consider talking to a licensed professional before making investment decisions.

Affiliate links

Some issues contain affiliate links to tools I use in my research, such as charting or data platforms. If you sign up through one of those links, I may earn a commission at no extra cost to you. Affiliate links are always labeled. I only link to tools I actually use, and affiliate relationships never affect what I test or what I conclude.

Sponsors

Sponsored placements are always labeled "Sponsor." Sponsors have no input on the research, the claims chosen, or the conclusions.

Positions

If I hold a position in any specific security discussed in an issue, I'll say so in that issue.

AI assistance

Research, coding, and drafting are AI assisted. Every number comes from code that's published alongside the issue, and I review and take responsibility for everything published.

Questions: [email protected]