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RIA / Family Office

RIA / Family Office

Our annual RIA / Family Office rate includes team access to all publications for up to ten users, quarterly portfolio reviews, limited direct inquiry privileges, and annual confernce calls.


The annual subscription to this service includes:

  • 12 monthly issues of ALPHA INSIGHTS: Review & Outlook
  • 36 weekly issues of ALPHA INSIGHTS: Weekly Playbook
  • 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. Subscriber also receive complimetary full-access to our popular Substack investment newsletter, HUGE INSIGHTS: The Big Picture.

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