Resources for Traders & Investors

Alongside our consulting work, we publish conversations, articles and selected educational resources for traders and investors developing their own thinking, systems and performance.

Insights for market professionals

Podcast episodes, newsletter articles and selected updates on systems, psychology and performance, delivered to your inbox.

The Path of Least Resistance Newsletter

Reflections on human performance

The Path of Least Resistance is a newsletter by Sonal Darbar exploring the human side of performance. Each article looks at the patterns, pressures and internal dynamics that shape how we think, decide and execute, especially in demanding environments like trading and investing. From confidence and resilience to self-awareness and decision-making under pressure, it offers practical insights for professionals who want to perform with greater clarity, consistency and control.

Tools of the Trade Podcast

Conversations with Amazing Traders

Tools of the Trade is a podcast hosted by Jeff Boccaccio, where elite traders from the financial markets share the tools that shape their success. Each episode dives into their journeys, uncovering both the technical systems they rely on and the mindset strategies that keep them ahead. Whether you're an aspiring trader or a seasoned professional, this podcast will equip you with actionable insights to refine your edge and elevate your trading game.

Courses and Tools

Selected educational products and tools for individual traders developing their own systems and process.

Mindset

  • $499

The Inner Edge Program

This entry level program is designed to help you develop your emotional edge in trading. Unlock your most valuable trading asset - your mindset. You'll build awareness, regulate your state and shift the patterns that sabotage performance. At the end you’ll receive a guided audio that leverages neuroplasticity to help you overcome hesitation, fear and self-sabotage so you can trade with confidence, clarity and flow.

  • $650

Diagnostic Call

In this diagnostic call, we’ll clarify your specific challenges and goals, identify what may be holding you back and outline a tailored plan to get you on track. It’s also an opportunity for us to assess whether working together is the right fit. If we continue beyond this session, the cost will be credited toward any longer-term work.

Trading System Courses

  • $1,995

Intro to Systematic Trading

  • Course

Have you ever wanted to build and test your own trading ideas? Or a variation of a system you read about? Learn to design, code and test your own trading systems using TradingView in this hands-on workshop. We’ll start with proven techniques from industry legends like Tom Basso & Perry Kaufman and build them into trading systems together from scratch. You’ll leave with the skills to extend these with your own ideas.

  • $1,495

Mean Reversion with Williams %R

  • Course

Jeff Boccaccio demonstrated a mean reversion trading system based on an enhanced Williams %R indicator at the Tortoise Capital Research Event in December 2023. Larry Williams created the original indicator which was first extended by Dr. Ken Long and further enhanced by Jeff who subsequently created a trading system using it. This course walks you through the complete journey from concept to live trading.

Trading Systems & Indicator Packages

Ken Long's RLCO Framework

System

We've partnered with Dr. Ken Long of Tortoise Capital Management to provide his complete RLCO Framework into a single seamless indicator available on both TradingView and Tradestation.

PRX Crypto Trading System

System & Course

PRX is a simple and robust rules-based trading system designed to take advantage of the volatility of the crypto markets. No crypto experience is required and actually one of our preferred ways to trade it these days is via a stock trading account using ETFs.

We developed this system through our US based venture The Systems Lab and first delivered it via workshops at the Van Tharp Institute. The same workshop is now available as a Home Study Course so you can learn at your own pace.