Privacy Policy
This privacy policy describes how personal information is collected, used, and protected when you visit this website, subscribe to email communications, download resources, or otherwise interact with our services. We are committed to protecting your privacy and handling your data transparently. By using this website, you consent to the practices described in this policy.
Information We Collect
We collect personal information that you voluntarily provide when interacting with this website. The types of information collected include:
- Email address — provided when you subscribe to the weekly market signals newsletter, download free resources such as the strategy report or quantitative analysis toolkit, enroll in the free email course, or request a strategy review consultation
- Name — provided optionally when filling out forms on this site
- Consultation intake information — provided when completing the intake questionnaire for strategy review consultations, which may include general information about your trading experience and analytical approach
- Usage data — automatically collected information about how you interact with this website, including pages visited, time spent on pages, referral sources, and general geographic location (see Cookies and Analytics section below)
We do not collect sensitive financial information such as account numbers, brokerage statements, trading account balances, or specific portfolio holdings through this website.
How We Use Your Information
Personal information collected through this website is used for the following purposes:
- Delivering requested content — sending you the free reports, toolkits, email courses, and newsletter issues you have subscribed to or requested
- Email communications — providing educational content, market observations, and information about new resources available on this site (see Email Communications section below)
- Consultation preparation — using intake questionnaire responses to prepare a more productive and targeted strategy review session
- Website improvement — analyzing aggregate usage data to understand which content is most valuable to readers and how to improve the website experience
- Technical operation — maintaining the security and functionality of the website
We do not sell, rent, trade, or otherwise share your personal information with third parties for their marketing purposes. Personal information is shared only with the third-party service providers described in this policy that are necessary for delivering the services you have requested.
Email Communications
Email communications from this site fall into two categories:
Transactional emails are sent in direct response to an action you have taken, such as downloading a resource or enrolling in the email course. These emails deliver the specific content you requested and are a necessary part of fulfilling that request.
Educational emails contain market observations, analytical content, new article announcements, and information about free resources available on this site. These emails are sent to subscribers who have opted in through one of the website's signup forms.
Every non-transactional email includes a clearly visible unsubscribe link. You can opt out of educational emails at any time by clicking this link. Unsubscribe requests are processed promptly, typically within 24 to 48 hours. Unsubscribing from educational emails does not affect delivery of transactional content you have specifically requested.
Email delivery and list management are handled through third-party email service providers. These providers have access to your email address and engagement data (such as open rates and click rates) solely for the purpose of delivering emails on our behalf. They are contractually prohibited from using your information for their own purposes.
Cookies and Analytics
This website uses cookies and similar tracking technologies to improve your browsing experience and understand how visitors use the site. The types of cookies used include:
- Essential cookies — required for basic website functionality, such as remembering your preferences and maintaining session state
- Analytics cookies — used to collect aggregate data about website traffic and visitor behavior, including pages viewed, session duration, bounce rates, and referral sources
- Functional cookies — used to remember choices you make on the site, such as form entries or display preferences
Analytics data is collected using third-party services such as Google Analytics. This data is processed in aggregate form and is used solely to understand overall website usage patterns and improve the content and experience offered to visitors. Analytics tools may collect information including your IP address, browser type, operating system, screen resolution, and general geographic location.
Most web browsers allow you to control cookies through their settings. You can typically set your browser to refuse all cookies, accept only first-party cookies, or alert you when a cookie is being set. Disabling cookies may affect the functionality of certain features on this website.
Data Security
We implement reasonable technical and organizational measures to protect the personal information collected through this website against unauthorized access, alteration, disclosure, or destruction. These measures include:
- Encrypted connections — this website uses SSL/TLS encryption to protect data transmitted between your browser and our servers
- Access controls — personal information is accessible only to authorized individuals who need it to perform their responsibilities
- Secure third-party providers — email service providers and hosting platforms are selected based on their security practices and compliance standards
While we take reasonable steps to protect your information, no method of data transmission or storage is completely secure. We cannot guarantee absolute security of your personal information. You provide personal information at your own risk.
Third-Party Links
This website may contain links to third-party websites, tools, platforms, or resources. These links are provided for informational and educational convenience only. We do not control the content, privacy practices, or security measures of third-party websites.
Clicking a third-party link will take you away from this website and subject you to that third party's privacy policy and terms of service. We encourage you to review the privacy policies of any third-party websites you visit. We are not responsible for the privacy practices or content of external sites.
Changes to This Policy
This privacy policy may be updated periodically to reflect changes in our practices, third-party service providers, or applicable regulations. When material changes are made, the updated policy will be posted on this page with a revised date.
Continued use of this website after changes to the privacy policy are posted constitutes acceptance of the updated terms. We encourage you to review this policy periodically to stay informed about how your information is being handled.
Contact Information
Privacy-related inquiries — including questions about this policy, requests for access to personal information, and data deletion requests — can be directed to:
[CONTACT EMAIL PLACEHOLDER]
We will respond to privacy-related inquiries within a reasonable timeframe, typically within 30 days.
This privacy policy was last updated in March 2026.