DISCLAIMER

Disclaimer

Assets Bulletin is an impersonal financial publication. Nothing here is personal investment, legal, accounting, or tax advice.

Last updated: July 2026

1. Publisher status — not an adviser

Assets Bulletin is a financial newsletter and market-commentary publication of general and regular circulation. We are not registered as an investment adviser, broker-dealer, or commodity trading advisor with the SEC, FINRA, CFTC, FCA, or any other regulator, and we operate under the bona fide publisher's exclusion of Section 202(a)(11)(D) of the U.S. Investment Advisers Act of 1940 and analogous provisions in other jurisdictions.

2. Impersonal editorial content only

Every newsletter, bulletin, dashboard module, model portfolio, score, signal, thermometer reading, trade-plan illustration, and commentary is impersonal editorial content addressed to our readership as a whole. It is never tailored to any individual's circumstances, objectives, risk tolerance, or suitability, and it is not a recommendation, solicitation, or offer to buy or sell any security or other instrument to any person.

3. No fiduciary duty

No subscription, payment, correspondence, or use of the Service creates an adviser-client, fiduciary, or agency relationship. You are solely responsible for your investment decisions and should consult a licensed financial adviser, accountant, or attorney regarding your personal situation before acting.

4. AB-AI and machine-generated content

Parts of the Service are produced or assisted by quantitative engines and large-language-model systems branded AB-AI. Machine-generated output can be incomplete, delayed, or incorrect, may reflect data errors from upstream sources, and does not reflect events after its generation timestamp. It is published for editorial and informational purposes only and is subject to human-editorial framing rules that keep technical readings separate from macro/geopolitical context.

5. Hypothetical and model performance

Model portfolios, backtests, paper tracking, R-multiples, "graded" plans, and similar figures are hypothetical. They do not represent actual trading, do not account for all fees, taxes, slippage, borrowing costs, or liquidity constraints, and are prepared with the benefit of hindsight in some cases. Hypothetical results have inherent limitations, and no representation is made that any account will or is likely to achieve results similar to those shown. Past performance is not indicative of future results.

6. Risk disclosure

Investing involves substantial risk, including possible loss of the entire principal. Equities, ETFs, international and emerging-market exposure, closed-end funds, options-linked income products, and especially leveraged and inverse ETFs carry elevated risks and may be unsuitable for many investors. Volatility products can lose value rapidly. Never invest money you cannot afford to lose.

7. Data accuracy and timeliness

Market data, prices, fundamentals, earnings figures, and news are obtained from third-party sources believed reliable but not guaranteed. Data may be delayed or inaccurate, and published levels, quotes, or statistics may differ from real-time market values. We are under no obligation to update any published view.

8. Forward-looking statements

Statements about expected market direction, probabilities, targets, or scenarios are forward-looking, inherently uncertain, and frequently wrong. Actual outcomes may differ materially.

9. Positions and conflicts

Contributors may hold positions in instruments referenced in the publication. Where a specific editorial policy applies to a module, it is stated within that module. Nothing in the Service constitutes a solicitation to transact with any contributor.

10. Jurisdiction

The Service is not directed at any person in any jurisdiction where such distribution would be contrary to local law or regulation. It is your responsibility to comply with the laws of your jurisdiction.