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Q: What have you done for your customers lately?

A Recent Summary of our Performance is here.

Q: I want to buy one of your products, can you show me how the transaction typically happens?

The Purchase Transaction FAQ is here.

Q: I've bought an intelligence List, but didn't get it yet. What's up?

  • First, did you check the email account inbox and Spam Control folder you have associated with your PayPal account? That account is where the List will be sent, especially if you are a first-time buyer. Is it possible that you no longer use the email account you currently have registered with PayPal? You may need to resolve that with PayPal, and please contact us at info[at] to let us know how to get in touch with you to deliver your list.
  • Second, if you buy an Intelligence List between 12pm ET and Market Close, we feel that your needs are best served by waiting for the latest information, which is generated after the Market close. Due to processing time, this is typically after 5:30pm ET.
  • Third, we don't automatically send the Intelligence List or post it for downloading; each List is carefully prepared and reviewed by qualified staff before it is sent via email by a human.
  • Q: I'm a user and familiar with the concepts, can you give me some more in-depth details about using the products?

    The User FAQ is here.

    Q: Whatís the concept behind Blockdesk?

    Our goal is to observe and report measurable attitudes of the beliefs of the Market-Making firms whose daily business requires them to put significant amounts of their firmís capital at risk as they provide their services. With a vested interest in remaining solvent, they must take precautions to avoid losses. Their behavior reflects their beliefs about what the future prices of stocks, indexes and funds might be, and we understand how to translate their actions into valuable reports with specific numbers. During 2013-2014, we demonstrated the performance of this information in real-time, to a public readership audience at Seeking Alpha. We continue to provide occasional free demonstrations of this information even today.

    Q: Why is the website so basic in design?

    We are focused on facts and the value of the information we provide, and less concerned about glitz and flashy graphics. Our concept and its value are where the power is in our product. We believe it is more than enough to sell itself without a visual come-on. Lightweight content also loads faster in mobile phones and tablets, is backward-compatible with older browser versions, and doesn't make them crash.

    Q: Whose idea is this?

    For many years, Peter Way has been involved In the financial industry:

    Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Instituteís required 3 examinations in the first years they were given, prior to 1970.

    Armed with a BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nationís largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments.

    He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest. He has spoken at numerous schools and professional meetings.

    Q: Is the service afforadble for the individual investor?

    Yes, that is one of our primary goals. We intend to make the information worthwhile and affordable for exactly this audience.

    Q: What forms of payment will you accept?

    We use PayPal for transactions, but you can also buy our information with your credit card if you prefer. When you follow the payment link and arrive at the PayPal transaction screen, you can select an option to pay with a Credit Card. Look at the lower right portion of the window for the phrase, "Pay with a debit or credit card, or PayPal Credit". You don't need a PayPal account to make a purchase.

    Q: Do you cover penny stocks?

    No. At minimum, the underlying price of the issue must sustain at least $5 and be carried on the listed options market. Even then, there must be enough useful raw information to draw valid conclusions about the Market Makers' sentiments. You can also review this list, but keep in mind new companies will be added with regularity.

    Q: When do you decide to discontinue covering a stock?

    We wait for the stock to remain non-current for at least 6 months before we discontinue covering it. If the issue regains current price range expectations, it is automatically re-introduced into the population.

    Q: What are some ways I might use this information to my advantage?

    We suggest reading Peter Wayís ongoing series of articles publicly available at Seeking Alpha, so that one may be satisfied that the information has been demonstrated to be useful in "real time" with a live readership watching it unfold, and continue to demonstrate its value going forward. As you read the articles, you will find there are some fundamental rules that shape the approach we have taken to demonstrate the value and viability of this information.

    Be prepared to find some popular and widely held viewpoints being challenged by this thinking, because this approach might ask you to "unlearn" some ideas you may currently hold to be universal or unvarying in their nature.

    Profound changes of perspective will always be met with initial skepticism, and we welcome such critical thinking about our proposed ideas. We also believe that in time, you will grow to recognize the value of this new perspective we are offering.

    Q: What are the best ways to use this information?

    Many disciplines are useful. The following articles introduce our perspective, characterizing what we would call "The Most Effective Disciplines": (published Oct. 19, 2012) (published Feb. 18, 2013) (published Apr. 22, 2013) (published Nov. 11, 2012) (published Oct. 3, 2012)

    Q: How important a part does TIME play in Investment? (This article was cited above in "The Most Effective Disciplines")

    Q: What are "SELL TARGETS"? (This article was also cited above in "The Most Effective Disciplines")

    Q: In folllowing Peter's "Time Efficient Risk Management Discipline", (TERMD) do I only sell when the time limit is reached? Even if the stock tanks?

    No, because some positions will reach the sell target before the time limit and will be closed out profitably at that point, which should happen frequently enough to more than offset any losses in the few losing positions that are inevitable. The individual user is provided information about drawdown risk so they can match selections with their comfort level. Because the drawdown risk track record is built from forward-looking observations similar to the current expectations, they provide a useful perspective.

    Because we have the "burden of proof" upon us, we have elected to stick with a few simple rules to demonstrate the value of the information. With TERMD, we are using just these two very cut-and-dried rules:

  • The Sell Target is set as the upper end of the Price Range of the latest available forecast at the time of purchase. When/if the price reaches that point, that is the ideal outcome, and your gains will be very satisfying.
  • The time limit is 63 Market Days, about 3 calendar months. If the price fails to make the Sell Target, close the position after 63 days. While some positions may turn out to be only a small gain or even a loss, we strongly believe the further loss of TIME overrides the consequence of closing at a monetary loss. No investing methodology that is honest will avoid losses.
  • Real-life conditions may require additional planning and preparation. Such planning can also improve the gains significantly, as well.

    Q: What is Market Making? (published Jul. 8, 2013) (published May 24, 2013)

    Q: How frequently does blockdesk update this information?

    Nearly all of our products are updated daily, shortly after the market closes on trading days. Because some products are focused on longer timespans, they update on a weekly basis. Users will find exact times of the latest updates at no expense whenever they log in.

    Q: Can I susbscribe to this service, and what will the choices include?

    Yes. Since August of 2014 we have been selling Intelligence Lists and they are already well-received with a growing percentage of repeat buyers. About one month later, we added the Product by Quantity option for those who find our tools useful and do not wish to buy an Intelligence List, or to augment the quantities of tools beyond what is provided with the Intelligence List. We expect to add other forms of service to accommodate the needs of those who want access to BTF and Mapping tools. If you haven't yet contacted us at info[at], you may wish to do so and we will add you to our notification email list.

    Products we expect to provide will range on several categories:

  • Persistence/Selection-Based-- (Awaiting future implementation) Users elect to follow a specific list of equities, indexes or funds of their choosing for a specific time frame. The only acceptable reason for making a change in selection is either a takeover/merger, or unavailability of usable data for a specified number of consecutive market days with the exact number of days being set at the time of purchase. We expect to offer some choices of varying spans of time, and number of choices in (size of) the list. Since the subscriber will have taken responsibility for making their investment selections, we aim to price this service on the lower end of our fee structure.

  • Product/Quantity-Based-- (Already Available) A more explorative investor service which allows the subscriber freedom to use our tools for intelligence and evaluation of current Market-Maker sentiments and provide comparisons between issues to extract more of the power available in our information. Because it is it usage-based, one might carefully employ this product over a variable length of time, and only use it when needed. This convenience will come at a larger price than a Persistence/Selection-Based purchase.

  • Intelligence-Based-- (Already Available) As users discover greater success with our information, they will find a degree of confidence that what we are offering has unrivaled value, and is well worth the price of moving toward the best of what may be found on any given day.

    We expect to offer a range of quality intelligence-based products similar to lists shown by Peter Way in his series of articles during 2013-2014. As we continue to expand the choices, we anticipate varying styles that are meant to provide for individual needs regarding risk tolerance, performance potential, and individual budget limits. They will all represent the upper end of our price range, given the power of performance available in this information.

    Revised July 28, 2015

    Objective, Unbiased, Productive