18% vs 4%
Why Balance Sheet Resilience Beats Market Timing
TL;DR:
Exactly one year ago today, the S&P 500 collapsed 18% following the Trump tariff announcements. Helix Research lost 4%.
This wasn’t luck; it was the Octo Factor’s Forensic Integrity (IHF) signal at work.
We buy balance sheets that can survive political ego.
This analysis is for subscribers and partners of Helix Research .


