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:

 
4 quarterly issues of ALPHA INSIGHTS: Review & Outlook
12 monthly issues of HUGE INSIGHTS: The Big Picture
48 weekly issues of ALPHA INSIGHTS: Weekly Playbook
52 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 quarterly 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 quarterly is supplemented with our popular monthly Substack newsletter, HUGE INSIGHTS: The Big Picture, which provides a deep-dive into a variety of topical investment subjects with related educational and historical references coupled with our strategic level market analysis and positioning recommendations. Our Weekly Playbook  publication, includes timely macro observations, updated market analysis and commentary, and a list of fresh new trade ideas each week. Finally, our Idea Generator Lab report highlights our top actionable ETF idea and provides a mid-week market update each Wednesday. In addition, special periodic Interim Bulletins are issued when we identify an important change between our regularly scheduled publications.
 
Cash payment available upon request. For ACH or wire transfer instructions, please e-mail us at:  jhuge@jwhinvestment.com