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; the signal has changed only 55 times in 68 years. Built to capture bull markets and dodge the deep drawdowns.
April 4, 2025 — one of the model's 55 published buy signals. S&P 500 gain within one year: +37.5%.
* 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 invested in October 1957 would be worth $1,102,500,000 today.*
* 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 18.5% a year versus 10.9% for holding the S&P 500 — invested through the bull runs, defensive in the worst bear markets. Roughly two signal changes a year.*
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 signal changes have fired 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.
Rotated to short-duration U.S. Treasuries (SGOV or a treasury money-market fund) when the index drops ~8% from its high — 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 signal changes 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 signal changes in 68 years — minimal turnover
- Email alerts on every signal change — push + SMS rolling out
- Backtesting playground + searchable report archive
Milton's most recent broadcast
Milton was featured on Crowded Market Report on May 24, 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.