The Stock Trend Report is an independent financial publication. It is intended for educational, informational, and research purposes only. Nothing published by The Stock Trend Report should be understood as personalized investment advice, a recommendation to buy or sell any security, or a promise of any investment result.
By using this website, reading our reports, subscribing to our service, or relying on any data, commentary, tables, models, charts, signals, or research we publish, you agree to the terms and limitations below.
Not Investment Advice
The Stock Trend Report does not provide personalized investment advice. We do not know your financial situation, investment objectives, risk tolerance, tax status, liquidity needs, time horizon, or personal circumstances.
Our research is general in nature. It is not tailored to any individual subscriber or reader. You should not treat any signal, model output, sector ranking, historical study, market comment, or portfolio illustration as a recommendation that is suitable for you.
Before making any investment decision, you should consult your own financial adviser, tax adviser, attorney, accountant, or other qualified professional.
Publisher’s Exemption
The Stock Trend Report is intended to operate as a bona fide financial publication of general and regular circulation, within the publisher’s exclusion under Section 202(a)(11)(D) of the Investment Advisers Act of 1940.
Our reports, signals, commentary, research, and models are published to subscribers and readers on a general and impersonal basis. They are not customized for any individual subscriber’s portfolio, financial condition, objectives, or needs.
We do not manage assets, exercise investment discretion, provide individualized portfolio advice, or act as a fiduciary to subscribers or readers.
No Registered Investment Adviser Relationship
The Stock Trend Report, its owners, writers, editors, researchers, and contributors are not acting as your investment adviser, broker, dealer, financial planner, tax adviser, attorney, accountant, or fiduciary.
Subscribing to The Stock Trend Report does not create an advisory relationship, client relationship, fiduciary relationship, or any other professional relationship.
You Are Responsible for Your Own Decisions
All investment decisions are your responsibility. You alone are responsible for determining whether any investment, strategy, signal, model, or idea is appropriate for you.
You should independently verify all information before acting on it. We may make mistakes. Data providers may make mistakes. Models may make mistakes. Artificial intelligence tools may make mistakes. Historical studies may contain errors. Calculations may be wrong. Tables may be incomplete. Signals may be delayed, misstated, or incorrectly interpreted.
Do not rely on The Stock Trend Report as your sole source of information.
Market Risk
Investing involves risk, including the possible loss of principal. Securities, ETFs, mutual funds, bonds, cash equivalents, and other investments can lose value.
Trend-following, moving-average, sector-rotation, risk-management, and cash-switching strategies can underperform the market for long periods of time. They may produce false signals, whipsaws, tax consequences, missed gains, transaction costs, and emotional discomfort.
There is no guarantee that any model, signal, or strategy will reduce risk, avoid losses, improve returns, or perform as expected.
Past Performance Is Not a Guarantee
Past performance does not guarantee future results.
Historical returns, backtests, examples, charts, and studies are presented for educational and research purposes only. They should not be interpreted as a prediction, projection, or guarantee of future performance.
Backtested results are hypothetical. They may not reflect actual trading conditions, taxes, transaction costs, bid-ask spreads, fund expenses, market impact, delays, liquidity issues, or the psychological difficulty of following a strategy in real time.
Actual results may differ materially from any historical or hypothetical results shown.
Data, Calculations, and Model Limitations
The Stock Trend Report may use market data, ETF data, index data, dividend-adjusted prices, total return calculations, moving averages, historical studies, and third-party data sources.
We believe our sources and methods are reasonable, but we do not guarantee that any data, calculation, chart, signal, table, study, or conclusion is complete, accurate, timely, or error-free.
Market data can be revised. ETF distributions can be adjusted. Index histories can change. Data vendors can disagree. Historical datasets can contain survivorship bias, classification issues, missing values, stale prices, or other limitations.
Subscribers and readers should independently verify all numbers before making decisions.
Use of Artificial Intelligence
The Stock Trend Report may use artificial intelligence tools to assist with research, drafting, data analysis, historical studies, coding, editing, summaries, and presentation.
AI tools can be useful, but they can also make mistakes. AI-generated or AI-assisted work may contain errors, omissions, incorrect assumptions, flawed calculations, fabricated references, or misleading summaries.
We attempt to review and apply judgment to AI-assisted work, but we do not guarantee that AI-assisted research, commentary, models, backtests, or written material is accurate or complete.
Readers should independently verify all AI-assisted material before relying on it.
No Guarantee of Timeliness
We attempt to publish signals, updates, reports, and commentary in a timely manner, but we do not guarantee that any information will be delivered, received, read, or acted upon at any particular time.
Email delays, website outages, internet problems, data delays, vendor issues, software errors, travel, illness, human error, or other events may affect publication.
The Stock Trend Report is not responsible for losses or missed opportunities caused by late, missing, incorrect, or misunderstood information.
No Trading Instructions
Any discussion of securities, ETFs, sectors, indexes, asset classes, or market conditions is for informational purposes only.
The Stock Trend Report does not place trades for subscribers. We do not tell any individual what to buy, sell, hold, short, hedge, allocate, or avoid.
Any action you take is your own decision.
Conflicts of Interest
The owners, writers, researchers, editors, contributors, or related persons of The Stock Trend Report may own, trade, or have economic exposure to securities, ETFs, funds, indexes, or asset classes discussed in our publications.
We may buy, sell, hold, or change positions at any time, without notice. Our views may change without notice.
Taxes and Transaction Costs
The Stock Trend Report does not provide tax advice.
Any strategy involving buying, selling, switching, rebalancing, or moving between investments may create tax consequences, including short-term capital gains, long-term capital gains, wash-sale issues, or other tax effects.
Transaction costs, bid-ask spreads, fund expenses, market impact, and taxes can materially reduce returns. Consult your own tax adviser before acting.
Third-Party Links and Sources
Our website or publications may link to third-party websites, data sources, articles, research, tools, or services. We do not control those third parties and are not responsible for their accuracy, availability, privacy practices, security, opinions, products, or services.
Links are provided for convenience and informational purposes only. A link does not imply endorsement.
No Warranty
The Stock Trend Report is provided “as is” and “as available.”
We make no warranties, express or implied, regarding accuracy, completeness, reliability, timeliness, merchantability, fitness for a particular purpose, non-infringement, availability, or performance.
To the fullest extent permitted by law, The Stock Trend Report disclaims all warranties and liability arising from your use of, or reliance on, our website, publications, data, commentary, signals, models, charts, tables, research, emails, or other materials.
Limitation of Liability
To the fullest extent permitted by law, The Stock Trend Report, its owners, employees, contractors, writers, editors, researchers, contributors, affiliates, and related parties shall not be liable for any direct, indirect, incidental, consequential, special, punitive, or exemplary damages, including but not limited to trading losses, investment losses, lost profits, lost opportunities, data errors, tax consequences, business interruption, or emotional distress.
This limitation applies whether the alleged liability arises from contract, tort, negligence, strict liability, statute, or any other theory.
Subscriber Responsibility
By subscribing to or using The Stock Trend Report, you acknowledge that:
- You understand that investing involves risk.
- You understand that losses are possible.
- You understand that no publication can predict the future.
- You understand that our work is general and educational, not personal advice.
- You agree to verify all information independently.
- You agree to consult appropriate professional advisers before making investment decisions.
- You agree not to hold The Stock Trend Report responsible for your investment results.
Privacy Policy
The Stock Trend Report respects your privacy.
We may collect personal information that you voluntarily provide, including your name, email address, subscription information, payment information, and communications with us.
We may also collect basic technical information, such as website usage data, browser type, device information, IP address, referral source, pages viewed, and email engagement information.
We use this information to operate the website, deliver subscriptions, send emails, process payments, improve our service, respond to inquiries, maintain security, and understand how readers use our publication.
We do not sell your personal information.
We may share information with trusted service providers who help us operate the business, including payment processors, email service providers, website hosts, analytics providers, customer support tools, and legal or compliance advisers. These providers may only use the information as needed to provide services to us.
We may disclose information if required by law, regulation, subpoena, court order, legal process, or to protect our rights, property, subscribers, or business.
You may unsubscribe from marketing emails at any time by using the unsubscribe link in our emails or contacting us directly.
No internet transmission, email system, website, database, or storage system is completely secure. We use reasonable efforts to protect information, but we cannot guarantee absolute security.
Cookies and Analytics
The Stock Trend Report may use cookies, pixels, analytics tools, and similar technologies to understand website traffic, improve user experience, measure email performance, and support site functionality.
You may adjust browser settings to limit or block cookies, but some site features may not work properly.
Changes to These Terms
We may update these disclaimers, terms, and privacy policy from time to time. Any changes will be posted on this page with an updated date.
Your continued use of The Stock Trend Report after changes are posted means you accept the updated terms.
Contact
For questions about these disclaimers, terms, or privacy policy, please contact The Stock Trend Report.