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Topics Include:
Seasonality trends
Sentiment and Breadth Indicators
Whaley Thrust Indicator
Federal Reserve Interest Rate Cuts coming in September
Japanese Yen Carry Trade Crash
Nvidia 3-5 month Delay and AI Implications
Historical Vix Reading
Short term Trend, Intermediate Trend, and LT Trend in Averages
Leading True Market Leaders in Stocks
Roy Mattox is the Chief Market Strategist and Portfolio Manager for Integrated Financial Strategies. He has over 30 years of experience in managing portfolios. His career in financial services began as an analyst for a major bank in Houston, Texas after graduate school in 1985.
After very successful stints employed by A.G. Edwards as a Vice President and PaineWebber as a Senior Vice President of Investments, he departed and concentrated on managing his personal account for 17 years. At Integrated Financial Strategies LLC, he focuses solely on managing money for client portfolios on a discretionary basis.
He holds a BS degree and MBA from Louisiana State University and writes a weekly market blog for Integrated Financial Strategies. He sits on the Board of the LSU Alumni of the Carolinas and has attended Elevation Church since 2006. When he is not monitoring the stock market, his primary interest are the activities of his adult children: Kristen, Brady, and Wesley. He enjoys sporting events, the theater, festivals, great Cajun cooking, comedy, and travel.
Wesley Mattox, CFA, CMT is the Chief Technical Strategist and Portfolio Manager for Integrated Financial Strategies. He graduated from UNC at Chapel Hill in 2015 with a BA in Economics and BA in Mathematics, and his credentials include the esteemed CFA and CMT designations. Wesley began his career in equity research in 2015 covering stocks in the Financial Technology sector. He moved to NYC in 2018 to support the #1 analyst in the Leisure, Lodging & Gaming at UBS and later joined the #1 Transportation analyst at Wolfe Research where he worked until the start of 2022. Wesley’s passion for the markets began growing at a young age as he studied stock charts on Investors Business Daily in high school.
At Integrated Financial Strategies, LLC Wesley co-manages client portfolios on a discretionary basis and provide relevant technical analysis market commentary. Wesley recently moved back to his hometown, Charlotte, NC, with his wife, Liska, where he lives at the Palisades with their dog, Kona. He enjoys reading and exercising at CrossFit Steele Creek and looks forward to improving his golf game at the Palisades Country Club.
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