Financial Institution

Financial Institution

Our institutional rate includes firmwide access, direct inquiry priviliges, and quarterly conference calls.


ALPHA INSIGHTS is our 100 page monthly chart compendium analyzing global markets, identifying change, and highlighting shifts in leadership trends. Our work seeks to produce actionable long and short stock ideas, underscoring leaders and laggards that have a high probability of generating alpha for your portfolio.


The publication evaluates U.S. equity markets, as well as 15 foreign developed and emerging equity markets, and offers macro perspectives on subjects including broad commodity indexes, gold, copper, WTI crude oil, Bitcoin, the USD index, EUR, JPY, and U.S. Treasury rates. It includes a complete list of our top long and short alpha candidates by sector vs. the S&P 500 index.


The monthly is supplemented with our Weekly Playbook publication, along with special Interim Bulletins when we identify an important trend change between regularly scheduled publications.


Cash payment available upon request. For ACH or wire transfer instructions, please e-mail us at: