Alpha Edge Partners (AEP) Update
April 30, 2020
The January 15, 2020, Dynasty Wealth partner update explained that based on advice from legal counsel the fast track for AEP to become a SEC RIA was to redomicile in NY. Due to the onset of Coronavirus, AEP’s NY fast track has been delayed. The plan now is for AEP to establish a relationship with an advisor who will become a strategic partner. The partner will have to agree to have the assets of its clients co-managed by AEP. This strategy along with the following two developments should enable AEP to get to the $100 million of AUM threshold for it to become a SEC advisor within the same timeline that had been projected:
- 100% increase in the Bull & Bear Tracker’s (BBT) subscriber base since end of 2019
- BBT’s gain of 15.3% vs. S&P 500’s loss of 21.22% for first quarter of 2020
The bad news is the onset of Covid-19 threw a monkey wrench into the original plan. The good news is the virus created the volatility which will significantly reduce the timespan for AEP to get $1 billion of AUM.
In March of 2020, the SCPA (statistical crash probability analyses) algorithm was developed from the empirical research conducted on all notable market crashes from 1900 to 2019. The SCPA which forecasts post-crash events has been precisely accurate. It called for the exact March 23, 2020 bottom resulted in gains of 14% to 42% (triple leveraged) for more than 300 BBT subscribers within 48 hours.
Since the SCPA has forecasted following for the crash of 2020, the brothers’ have been intently focused to utilize the post-crash relief rally to get as many of their contacts and subscribers out of the market.
- “Interim relief rally highs for markets has or will soon occur”, April 30, 2020
- “Market volatility to power 17% monthly gains through October 2022”, April 29, 2020
- “Worldwide 1930s Style Depression Has Begun”, April 27, 2020
- The markets of the 13 of the countries to decline by 79% from their 2020 highs
For a variety of reasons, including their contacts and Michael Markowski’s visibility with the major financial publishing media, etc., the brothers believe that AEP is well positioned to move $1 billion of AUM into its advisor partners by Q4 of 2020. For more color on this see Dynasty Wealth April 17, 2020 partner update.
To learn more about becoming an advisor partner of AEP contact David Markowski 541-778-7042 david.markowski@gmail.com.