Richard Moroney


Dow Theory Forecasts

  • Editor of Dow Theory Forecasts and Upside Newsletter
  • Inventor of Proprietary Quadrix Stock-Rating System
  • Frequent Contributor to TV and Print Media

About Richard

Richard Moroney, CFA, is the editor of Dow Theory Forecasts and the Upside newsletter; the vice president of research for Horizon Publishing Company; and vice president and portfolio manager of Horizon Investment Services, a money management company. He is the inventor of the proprietary Quadrix® stock-rating system. Called "An Intellectual Heir to Charles Dow" by his peers and the press, Mr. Moroney is sought out for his accurate forecasts on the market and specific stocks by major news organizations and business groups. He has appeared on CNN, CNBC, and Sky Radio and is often quoted in Barron's, Investor's Business Daily, SmartMoney, Business Week, The Washington Post, The Chicago Tribune, and the Chicago Sun Times. Mr. Moroney holds an MBA in finance from the University of Chicago.

Richard's Articles

Microsoft (MSFT) seems like an attractive shelter for investors trying to wait out a possible economic downturn, explains Rich Moroney, editor of Dow Theory Forecasts, a financial newsletter that has been published since 1946.
Wall Street analysts are notoriously optimistic, a bias we consider in our proprietary Quadrix rating system when assessing earnings targets and upside potential for the recommended stocks, notes Rich Moroney, editor of the small cap advisory service, Upside.
Apple (AAPL) shares slumped 23% in the first six months of 2022, the stock’s worst first half for any year since 1995, when it slumped 34%, recalls Rich Moroney, editor of Dow Theory Forecasts.
With the threat of a recession looming, Thermo Fisher Scientific (TMO) offers many of the defensive characteristics that investors usually prize during downturns, suggests Rich Moroney, editor of Dow Theory Forecasts.

Richard's Videos

At mid-year, Richard Moroney of Dow Theory Forecasts highlights some of the best performers and their current outlook on these Top Picks for

Newsletter Contributions

Dow Theory Forecasts

Since 2946, Dow Theory Foreasts has been meeting the investment needs of individuals like you. 

Learn More