Atlas Analytics

Atlas Analytics

Share this post

Atlas Analytics
Atlas Analytics
Our Trading Philosophy

Our Trading Philosophy

Atlas Analytics' Weekly Subscriber Update

Jake Schneider's avatar
Jake Schneider
Jun 15, 2025
∙ Paid
1

Share this post

Atlas Analytics
Atlas Analytics
Our Trading Philosophy
Share

​Atlas Performance Year-To-Date (YTD):


Every day, CNBC and the financial media blast out the latest economic headlines, yet most investors remain blind to how this data connects directly to their portfolios.

I speak with money managers daily, introducing Atlas Analytics' data to support their trading strategies. And almost without fail, we hit the same wall:

“We’re a bottom-up shop. We don’t use GDP in our investment process.”

So I ask one simple, game-changing question:

“What’s the bottom?”

Cue the blank stares.

Let me answer it for you: The bottom is GDP.

The Missing Link: GDP as the True Market Foundation

Security selection is hard. (So is forecasting GDP, but Atlas Analytics has a proven track record of doing it better than the Federal Reserve.)

The point is simple:If you know where the economy is going, you know where the market is going.

Let me explain.

Atlas Analytics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Keep reading with a 7-day free trial

Subscribe to Atlas Analytics to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Jake Schneider
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share