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August 2025

Strong August, Weak September?
September’s “curse,” Nvidia’s strength, and why central banks keep buying gold.
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Jason Augustine
Portfolio Review - August 2025
Plus, a new profile on an under-the-radar gold producer poised to turn cash into growth
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Jason Augustine
Portfolio Update - 8/29/25
Note: this is a real-time portfolio update for The Predictive Investor. Please refer to our How-To Guide for questions on buy/sell criteria and…
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Jason Augustine
Welcome to The Predictive Investor
A clear, repeatable strategy to beat the market
Volatility Is Rising. So Are Opportunities.
Rate cuts, AI fears, and a rally in value stocks. Here’s what really matters and how to position for it.
 • 
Jason Augustine
How We Build a Market-Beating Portfolio at The Predictive Investor
Build a market-beating portfolio with a rules-based strategy focused on DCA, indexing, earnings momentum, and disciplined investing.
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Jason Augustine
The Predictive Investor How-To Guide
Welcome to The Predictive Investor!
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Jason Augustine
Are we headed for a recession?
Recession risks remain, but forward-looking earnings trends suggest strength ahead. Here's how we're navigating the crosscurrents.
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Jason Augustine
Profits, Productivity, and Policy: The Market’s New Engine
From AI-driven efficiency to industrial reshoring, the trends we bet on are gaining strength.
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Jason Augustine
📉 Weak Jobs, Strong Earnings – What's the Market Really Telling Us?
Markets digest mixed signals, but earnings and AI spending are proving more important than economic noise.
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Jason Augustine

July 2025

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