Marc Chaikin is an investing legend with almost five decades of experience. He is a revolutionary technical analyst whose groundbreaking metrics have long provided a directional edge for investors and advisors.
Chaikin is best known for creating industry-standard technical indicators like the Chaikin Power Gauge, the Chaikin Oscillator, the Chaikin Accumulation/Distribution Indicator, and the Chaikin Money Flow. Presently, almost every trading platform in the world uses these indicators.
Many in Fintech also consider him the father of the “first real-time analytics workstation,” and the brainchild of the Thomson Reuters institutional workspace.
Nowadays, Chaikin sits as the Founder and CEO of Chaikin Analytics, a stock-picking platform that uses his proprietary research tools and portfolio management services.
But he didn’t arrive at this point overnight.
Chaikin is a Philadelphian who graduated from Brown University in 1964 with a BA in Political Science. Chaikin’s career quickly skyrocketed after beginning as a stockbroker in 1965. By the 1970s, he became head of Tucker Anthony & R. L. Day’s options department.
Chaikin’s career continued to snowball after he bought a seat on the NYFE to start trading futures.
It was at this time that PCs started hitting the market. Chaikin became one of the first to ever utilize PCs in stock trading. He developed proprietary stock market indicators, pioneered stock price and volume pattern analyses, and began executing trading strategies based on these unique indicators and computer algorithms.
By 1982, he joined Drexel Burnham Lambert and began hosting a TV program on CNBC’s predecessor, the Financial News Network.
A few years later, he founded Bomar Securities LP. and became the managing partner. Bomar changed the course of real-time stock monitoring and database analytics. It also marketed a workstation enabling users to monitor real-time stock price data and analyze historical data. By 1992, Reuters subsidiary Instinet acquired it and brought Chaikin along for the ride.
Chaikin started right away as Instinet’s brokerage house’s Senior Vice President and Director. He spearheaded the front-end development of Instinet’s Research and Analytics workstation and oversaw Instinet Research’s five-person quantitative equity research team.
Yet as he continued to hone in and develop his proprietary metrics, he soon retired in 2000 to spend more time with his family. But his priorities soon changed in 2008 when a lackluster financial consultant lost his wife a significant amount of money during the financial crisis.
Chaikin soon made his comeback and started Chaikin Stock Research. The goal was to bring Wall Street-grade stock tools to individual investors. By March 2011, this venture turned into Chaikin Analytics.
Chaikin Analytics accomplishes the rare objective of simplifying stocks for small-time retail investors and providing advanced resources used by Wall Street professionals. It is a platform for stock trading ideas that uses Chaikin’s suite of stock research tools and portfolio management services.
The platform offers easy yet powerful and practical tools that simplify ratings for 4,000+ stocks and 1,700+ ETFs. The Chaikin Power Gauge Rating is the foundation of the platform. Even though it dumbs down the stock screening process by rating stocks and ETFs on a Very Bullish to Very Bearish scale, don’t overlook it. It has a remarkable track record of outperformance.
The successful performance of Chaikin’s three NASDAQ indexes lends credence to the Power Gauge. These indexes, driven mainly by the Power Gauge, outperformed their benchmarks by over 45% in their first year and consistently since April 2014.
The industry has lauded Chaikin Analytics since its inception:
- In 2016, Barron’s named it one of the “Two Top Websites for Quantitative Analysis.”
- In 2017, it won a Benzinga Fintech Award for Best Trading Ideas Platform.
- On April 30, 2018, the Chaikin Analytics team rang the NASDAQ Opening Bell.
- In 2019, WealthManagement.com named The Chaikin Power Gauge ETF rating system a finalist in the “Industry Research Providers” category for its Industry Awards.
Chaikin makes stock picking simple but also gives well-rounded explanations as to why a stock or ETF received a particular rating. He provides four comprehensive newsletters under the Chaikin Analytics umbrella- Power Gauge Investor, Power Gauge Report, Power Pulse Premium, and PowerFeed.
While Chaikin isn’t in the pit and trading in the trenches like he did as a younger man, his expertise is still highly sought after as he remains a well-respected voice in the investment community. He is a frequent guest on CNBC and often receives praise from fellow Philadelphian and CNBC personality Jim Cramer. He also frequently appears on Fox Business and Bloomberg TV and regularly contributes to Forbes and MarketWatch.
Education
- BA, Political Science- Brown University (1964)
Career
Investment Career
1965
- Worked as a stockbroker.
1970s
- Led Tucker Anthony & R. L. Day’s options division.
1980s
- Traded futures contracts on the NYFE.
- Began formulating his proprietary stock market indicators.
- Used the first wave of PCs to hone his analyses of stock price and volume patterns.
- Refined and executed trading strategies based on computer algorithms and his unique economic indicators.
- Created widely used and industry-standard indicators like the Chaikin Power Gauge, Chaikin Oscillator, Chaikin Accumulation/Distribution Indicator, and Chaikin Money Flow.
- Joined Drexel Burnham Lambert in 1982.
- Hosted a regular segment on the Financial News Network, CNBC’s predecessor.
1989-1992
- Founded and became managing partner of Bomar Securities LP.
- Bomar was revolutionary for the times- had a database of over 3,000 stocks with price histories going back eight years, and marketed a workstation enabling users to monitor real time stock price data and analyze historical data.
- Was later sold to Instinet Corp., a subsidiary of Reuters.
- Today, this real-time analytics workstation remains the foundation of Thomson Reuters’s institutional workstation.
1992-1998
- Following Bomar’s acquisition, became the Senior Vice President and Director of Instinet’s brokerage house.
- Oversaw front-end development for Instinet’s Research and Analytics workstation.
- Founded and managed Instinet Research’s five-person quantitative equity research department.
- Continued to hone in and develop his proprietary metrics.
2000s
- Briefly retired in 2000.
- Served as Director of the Fleisher Art Memorial from 2009-2011.
2008-Present Day
- Started Chaikin Stock Research in 2008 and officially rebranded it as Chaikin Analytics in 2011.
- Chaikin Analytics is a stock research platform that simplifies stocks for small-time retail investors and provides advanced resources used by Wall Street professionals.
- Provides a suite of stock research tools and portfolio management services.
- Powered by The Chaikin Power Gauge, the platform offers easy yet powerful and practical tools that simplify ratings for 4,000+ stocks and 1,700+ ETFs.
- Provides four comprehensive newsletters- Power Gauge Investor, Power Gauge Report, Power Pulse Premium, and PowerFeed.
- Chaikin’s three NASDAQ indexes driven by the Power Gauge outperformed their benchmarks by over 45% in their first year and consistently since April 2014.
- Named one of “Two Top Websites for Quantitative Analysis” by Barron’s in 2016.
- Won a 2017 Benzinga Fintech Award for Best Trading Ideas Platform.
- On April 30, 2018, the Chaikin Analytics team rang the NASDAQ Opening Bell.
- In 2019, WealthManagement.com named The Chaikin Power Gauge ETF rating system a finalist in the “Industry Research Providers” category for its Industry Awards.
Publications
- “I learned a long time not to be on the other side of a Chaikin trade.”- Jim Cramer, CNBC
- “I want to explain why I love [Marc Chaikin’s] stuff, it’s simple, it’s understandable, it’s rational, it’s not emotional, and you know I use it constantly and I almost never want to go against it.”- Jim Cramer, CNBC
- “I highly recommend Chaikin Analytics to anyone looking to gain the edge needed for trading success.”- Tom Gentile, Editor-Power Profit Trades=
- “[The Power Gauge] is the most successful stock predictor.”- Stansberry Research