Legendary investor Marc Chaikin runs a research platform called Chaikin Analytics where he provides investors and portfolio managers with tools and insights that are designed to improve their outcomes in the stock market.
Marc Chaikin is best known for formulating technical indicators, particularly the Chaikin Oscillator and the Chaikin Money Flow. Both are extensively used on Wall Street.
In this article, we take a closer look at the research platform he created to bring his insights and tools closer to the public.
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What is Chaikin Analytics?
Chaikin Analytics is a stock research platform that is designed to provide investors and money managers with information that enhances their decision-making.
Chaikin Analytics was founded by Marc Chaikin in 2011 but he initially named it Chaikin Stock Research.
The main feature of Chaikin Analytics is the Chaikin Power Gauge stock-rating system. Marc and other experts combine the rating system with their research and expert insights, support, and education.
Barron’s newspaper named Chaikin Analytics one of the “Two Top Websites for Quantitative Analysis” in 2016.
The Chaikin Power Gauge Rating
The Chaikin Power Gauge Rating is a stock-rating system that utilizes a basic color scheme to show the investment potential of a stock. The Power Gauge was back-tested on 10 years of data before it was launched.
The color coding aspect is reminiscent of Keith Kaplan’s TradeStops system that we’ve covered extensively in our reviews of presentations like Keith Kaplan’s Retirement Calculator, The 4X Stock Booster Summit, and The Portfolio X-Ray.
The Chaikin Power Gauge Rating system’s color code is as follows:
- Red shows that a stock is bearish.
- Yellow indicates a neutral rating.
- Green indicates a bullish stock.
To arrive at these ratings, The Chaikin Power Gauge Rating system uses 20 factors that are divided into four categories: financial metrics, earnings performance, price-volume activity, and expert opinions.
The Chaikin Money Flow (CMF) is also part of the rating system and we will be taking a closer look at it below.
Marc Chaikin partnered with Nasdaq in 2014 to overlay the Chaikin Power Gauge stock rating on three well-known stock indexes by Nasdaq: Large Cap, Small Cap, and Dividend Achievers. In 2017, the firm partnered with Nasdaq and IndexIQ to bring the rating system to the ETF marketplace.
Chaikin Money Flow
The Chaikin Money Flow is a popular indicator on Wall Street. It measures the money flow volume over a specified period (usually 20-21 days).
The indicator moves above and below the zero line to indicate a bullish or bearish trend. It is used in the calculation of Chaikin’s Accumulation/Distribution (AD).
It has a green/red oscillator around a 0-line, which goes from +100 to -100. Green represents net buying pressure, and red represents net selling pressure.
Its premise is that buying support is shown by increased volume and repeated closes in the top half of the daily range and selling pressure is shown by increased volume and recurrent closes in the lower half of the daily range.
When there is buying support, prices go up and when there is selling pressure, the prices tend to go down. The result is a picture of how money is flowing into or out of a stock
Chaikin Money Flow is an indicator of the behavior of large institutional investors like pension funds, mutual funds, and hedge funds without tracking their order flow (which Dark Pools tracking is all about).
Who is behind Chaikin Analytics?
Chaikin Analytics is run by stock analysts led by Marc Chaikin. Here are the experts who work for the firm:
Marc Chaikin is the Founder of Chaikin Analytics, LLC. He is a well-known stock analyst and besides starting Chaikin Analytics, he also founded Bomar Securities LP and sold it to Instinet Corp. in 1992.
Chaikin started his career as a stockbroker in 1965. He was the head of the options department at Tucker Anthony & RL Day in the seventies. In the eighties, Chaikin started developing proprietary stock market indicators right around when he joined Drexel Burnham Lambert in 1982.
The same year, Marc Chaikin became a host of a regular segment on the Financial News Network (which later became CNBC).
He used early computers to refine and execute his trading strategies working from a foundation of original economic indicators and computer algorithms. Since then, Marc Chaikin has spent much of his career coming up with computerized stock selection models for money managers.
Chaikin created the first real-time analytics workstation that was used by stock traders and portfolio managers. He developed the Accumulation/Distribution Line indicator (ADL). The two main indicators of the ADL are the Chaikin Oscillator and the Chaikin Money Flow indicators; both are popular on Wall Street.
He developed another indicator called the Chaikin Volume Accumulator (VAC) indicator.
Marc Chaikin has appeared on CNBC and Fox Business.
Carlton Neel is the CEO of Chaikin Analytics. Carlton Neel was involved in the creation of products for individual investors, wealth managers, and Registered Investment Advisors.
Before he joined the firm, Carlton had a long career spanning decades. He worked at Zweig Mutual Funds for close to two decades and spent five years at J.P. Morgan & Co., Inc. working as a Vice President.
Carlton Neel specialized in managing open-end mutual funds, closed-end mutual funds, and variable annuities. At one point, he briefly managed his hedge fund.
Pete Carmasino is the Head of Sales and Advisor Outreach at Chaikin Analytics. His job is to help professional advisors and wealth managers make the most out of Chaikin Analytics.
He has been in the financial services industry for over 25 years. During that time he has worked for research, trading, and investment banks. Pete was a district manager at an NYSE member firm. He also ran his own RIA firm.
Products offered by Chaikin Analytics
The Chaikin Analytics System
When you join the Chaikin Analytics System, you gain access to the Power Gauge Rating System where you can type stock or an ETF to see which ones out of the thousands available are likely to do well.
If you subscribe to the Chaikin Analytics System, for one year, in addition to accessing the Chaikin Analytics Research & Analysis Platform, you also have access to:
- Pete Carmasino’s Afternoon Insights Newsletter sent to you during the week
- The Discovery Engine,
- OptionsPlay Functionality Built-In to Chaikin Analytics
- Members-Only Content & Videos
- Regular Buy/Sell Signals, Email Alerts, Earnings Insights from the experts, Power Gauge Reports, and Portfolio Health Check.
You also get to use the Chaikin Stock Screener.
Members also receive a free subscription to Marc Chaikin’s Market Insights Newsletter, which contains insights and ideas directly from Marc.
Chaikin Analytics Power Gauge Investor
The Power Gauge Investor is a monthly newsletter. In every issue, Marc Chaikin and his team analyze all the stocks trading in the U.S. using the Power Gauge system.
They distill them into a list of top stocks and then pick the #1 stock to recommend. Normally, they recommend a small-cap stock because small caps offer the highest and fastest potential returns.
They also have a regularly updated portfolio of other stocks besides the main recommendation that they believe could double or triple your money.
Chaikin Analytics Power Gauge Report
When you join The Power Gauge Report, you gain access to the Power Pulse system. The Power Pulse system enables you to type any out of 4,000 different stocks it allows you to predict future stock ratings (“Bullish”, “Neutral” or “Bearish”) on Wall Street.
Every month, Marc Chaikin sends you a new briefing with his top mid- or large-cap stock recommendation, derived from the Power Gauge.
In addition to that, you get:
- Access to a model portfolio of the top 5 stocks you should consider
- 4 Power Picks for Retirement. It is a list of the top 4 stocks to buy and hold with the potential to make multiple times your money along the way.
- Marc Chaikin’s warnings and predictions
You also get a Research Report titled The Power Gauge: How to Double Your Money on the Best Stocks.
Inside the report, you learn about the indicator that helps you predict where a stock is going next. You also learn how to time the perfect point to buy or sell a stock and what the Smart Money on Wall Street always evaluates when choosing a stock they can invest millions of dollars into.
Chaikin Analytics PowerFeed
The Chaikin Analytics PowerFeed is a free newsletter published by the company.
When you sign up, you get daily insights and ideas from the proprietary rating system, earning updates, daily market and sector tracking, trending gainers and losers, and industry in focus.
Chaikin Analytics Disclaimer
Chaikin Analytics is not a substitute for a financial advisor. At the footer of the website is a disclaimer that reads:
“Disclaimer: Chaikin Analytics LLC is not registered as a securities broker-dealer or advisor either with the U.S. Securities and Exchange Commission or with any state securities regulatory authority. Chaikin Analytics does not recommend the purchase of any stock, ETF or advise on the suitability of any trade. The information presented is generic in nature and is not to be construed as an endorsement, recommendation, advice or any offer or solicitation to buy or sell securities or any kind, but solely as information requiring further research as to suitability, accuracy and appropriateness. Users bear sole responsibility for their own stock research and decisions.”
Therefore, you should objectively reconsider every recommendation you get from Marc and his team because legally, they are not offering personal advice.
Closing Remarks on Chaikin Analytics
Chaikin Analytics is a research platform that is built on the Chaikin Power Gauge Rating system. This rating system relies on a 20-factor rating system that combines the technical and fundamental approaches of analyzing stocks.
Therefore, whether you prefer technical or fundamental analysis, the Chaikin Stock Rating system complements any investing style.
This platform gives you access to Marc Chaikin’s insights and tools that he has been developing since the seventies.
Before you go…
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