The market is moving.
Know exactly what to do.
MB Edge is a single binary signal — be 100% in the S&P 500 or 100% in short-duration Treasuries. The model updates daily; it has made only 55 round-trip trades in 68 years. Built to capture bull markets and dodge the deep drawdowns.
Be 100% invested in the S&P 500 during bull markets, and 100% in Treasury Bills during bear markets
Prior to June 2025, results are based on the hypothetical model.
* Past performance does not guarantee future results. See full disclaimers.
The years that wreck buy-and-hold portfolios.
In 5 of the 7 worst S&P 500 years on record, the Edge model was positive. In the other 2, it lost less than 2%.
$10,000 from 1957 to 2026
$10,000 at the model's first signal in October 1957 would be worth $1,135,576,227 today, versus $13,933,333 buying and holding the S&P 500 — about 82 times as much.*
* Past performance does not guarantee future results. See full disclaimers.
Two edges. One signal.
Constant trading fails — decades of research show the more retail investors trade, the worse they do: the most active fifth of households trailed the market by more than 6 percentage points a year.¹
But buy-and-hold isn't the answer either. Over 68 years, the model's hypothetical record compounded at 18.4% a year versus 11% for holding the S&P 500 — invested through the bull runs, defensive in the worst bear markets. About one round-trip trade every 1.24 years.*
¹ Barber & Odean, “Trading Is Hazardous to Your Wealth,” The Journal of Finance (2000). Read the study
* Past performance does not guarantee future results. See full disclaimers.
Two states. Long-term by design.
No leverage. No shorts. No individual stocks. The model updates daily, but it's built to focus on lasting trends — only 55 round trips, a buy and its sell, have completed across 68 years of market history.
Signals trigger when patterns match. There's no fixed schedule. When one does fire, subscribers get notified the same day with the supporting analysis.
Bought via the VOO ETF when any of MB's 1,200+ historical patterns signals a lasting low, and held throughout the bull market — ignoring small corrections.
Rotated to short-duration U.S. Treasuries (SGOV or a treasury money-market fund) at the early stages of a bear market — still earning the Treasury yield while defensive.
Simple, fair, no long-term commitment.
One simple plan — everything included: the backtesting playground, email alerts on every signal change (push + SMS rolling out), and the full report archive.
Long-term timing. 100% S&P 500 or 100% T-bills. 55 round-trip trades in 68 years.
Subscribe- Single binary signal: long the S&P 500 (via VOO) or in short-duration Treasuries (SGOV / MMF)
- Built for retirement accounts and long-term holders
- ~55 round-trip trades in 68 years — minimal turnover
- Email alerts on every signal change — push + SMS rolling out
- Backtesting playground + searchable report archive
Milton, in conversation
Milton was featured on Monetary Matters on August 13, 2026 to share his thoughts on the market and the broader macro environment.
Milton W. Berg, CFA — Fund Manager of the Year, 1987
Career across Oppenheimer, Steinhardt, Soros, and Duquesne. Started his institutional newsletter in 2012. Featured on Bloomberg, CNBC, RealVision, the Grant Williams Podcast, and Mauldin Economics.
Stop guessing. Start with the model that has identified every major drawdown since 1957.*
$10/month. No long-term commitment. Cancel anytime.
*Hypothetical backtested results, not actual trading performance.