INVESTMENT STRATEGY
GLOBAL MARKET ANALYSIS
ECONOMY, POLICY, & RATES
ASSET ALLOCATION MODEL
SECTOR ROTATION MODEL
ACTIONABLE TRADE IDEAS
MACRO PERSPECTIVES
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The ALPHA INSIGHTS investment strategy and trading advisory service includes our flagship publication, Review & Outlook, a comprehensive quarterly chart compendium analyzing global markets, identifying change, and highlighting shifts in leadership trends. Our work seeks to produce tactical asset allocation tilts and 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 developed and emerging foreign equity markets, and offers macro perspectives on commodities, crypto, currencies, and rates. The quarterly publication 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The Big Picture, which provides a deep-dive into a variety of topical investment subjects with related educational and historical references coupled with our strategic level market analysis and positioning recommendations.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.