7373 Wisconsin Ave.
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7373 Wisconsin Ave.
Suite 750
Bethesda, MD 20814
Why rising inflation broke traditional diversifiers and why tactical management matters now more...

Manish Khatta is a quant! A true math geek, he has spent his career creating and
refining trading strategies built on mathematical computations and number
crunching. He is a staunch believer that investment risk is something that can be
contained, and conquered, using quantitative trading systems.
Manish is a lifelong Potomac employee who started with the firm after college and
programmed the initial work behind Potomac’s mechanical trading systems. Fastforward to today, and he now serves as CEO/CIO of Potomac and oversees each silo
of the business, which includes Investment Strategies, Mutual Funds, FinTech, and
Institutional Research.

Jeff Goodnow is the Chief Growth Officer of Potomac. With a career dedicated to
advisory services, he has developed comprehensive due diligence and research
processes designed to assist advisors in constructing tailored investment strategies
that enhance the client experience. In his current role as Outsourced Chief
Investment Officer (OCIO) for our advisor-clients, Jeff leverages his extensive
expertise to evaluate and integrate a wide range of strategies. His focus is on
identifying the optimal combination of approaches—those aimed at delivering
competitive returns, minimizing maximum drawdown, and ensuring robust
investment coverage aligned with the prevailing market conditions.

Dan Russo is a Portfolio Manager and Director of Research at Potomac. His primary
responsibilities include conducting in-depth technical and quantitative analysis,
structuring ETF portfolios based on this analysis, and providing ongoing written
commentary to the firm’s financial advisor clients. He has over 24 years of
experience in the securities industry. He holds an MBA in Finance from Fordham
University in New York City and a Bachelor of Science in Finance from Long Island
University, C.W. Post. In 2012, he earned the Chartered Market Technician (CMT)
designation, further enhancing his expertise in market analysis.
Join Potomac Co-CIO Dan Russo, CMT as he breaks down the hottest market charts and trends for the...
The Institute for Supply anagement (ISM) conducts a massive monthly survey of hundreds of...
There are two ways a market can correct, and they’re listed in the title of this week’s note. I...
Correlation is often a misunderstood descriptive statistic in financial markets.
The concept of a K‑shaped economy gained traction during the COVID‑19 pandemic as economists...
Buy-and-hold Investment outcomes are largely dictated by timing, especially in the 20 years...
Seasonality is a broad concept that can be analyzed in many ways. One common approach is to...
If I told you that in the third quarter of 2024, a presidential election year, the Republican...
Naturally, in times of high inflation, the Federal Reserve’s actions dominate media coverage,...
One of the hottest trends today revolves around ETFs that pay out a high dividend. This is often...
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