RIA / Family Office
Our annual RIA / Family Office rate includes team access to all publications for up to ten users, quarterly portfolio reviews, plus annual 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. It includes a complete list of our top long and short alpha candidates by sector vs. the S&P 500 index. The publication evaluates U.S. equity markets and sectors, as well as 15 foreign developed and emerging equity markets, and offers macro perspectives including broad commodity indexes, copper, gold, WTI crude oil, Bitcoin, Ethereum, the USD index, EUR, JPY, and U.S. Treasury rates. The monthly publication is supplemented with our WeeklyPlaybook publication, along with special Interim Bulletins when we identify an important trend change between regularly scheduled publications. Also included is access to our new weekly Idea Generator content.