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Financial Institution

Financial Institution

Our annual institutional rate includes firmwide access, unlimited direct inquiry priviliges, quarterly portfolio reviews, and regular conference calls.


The annual subscription to this service includes:

  • 12 monthly issues of ALPHA INSIGHTS: Review & Outlook
  • 36 weekly issues of ALPHA INSIGHTS: Weekly Playbook
  • Full access to our weekly video Spotlight interviews on YourFinance.TV
  • 12 monthly issues of HUGE INSIGHTS: The Big Picture
  • 48 mid-week issues of ALPHA INSIGHTS: Idea Generator Lab
  • Plus, periodic issues of ALPHA INSIGHTS: Interim Bulletin  


ALPHA INSIGHTS: Review & Outlook 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 and sectors, as well as 15 developed and emerging foreign equity markets, and offers macro economic analysis, along with perspectives on commodities, crypto, currencies, and rates. The monthly is supplemented with our Weekly Playbook  publication, which includes timely macro observations, updated market commentary, and a list of fresh new trade ideas each week, along with periodic special Interim Bulletins when we identify an important change between regularly scheduled publications. Finally, our Idea Generator Lab report, highlighting our top actionable trade ideas each Wednesday.


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

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