Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

Counterpoint

A global macro strategy which uniquely synthesizes macroeconomics with psychology, behavioural finance, non-linear systems, complexity, and fractal analysis.

Start Trial

"Counterpoint approaches global macro strategy by synthesizing macroeconomics with the behavioral sciences."

Dhaval Joshi, Chief Strategist, Counterpoint

Unique methods

of predicting market turning points using our proprietary analysis of market complexity and fractals.

Generates a high volume of investment recommendations

across all asset classes and time horizons.

Boasts a proven track record of getting the big calls right

Start Trial

Our Calls

Counterpoint has a proven track record of helping clients make the right calls.

2024

Fed rate cuts are massively overpriced

The last mile to 2 percent inflation will be much tougher than the market assumes.

2023

Go long bitcoin and other cryptocurrencies

Bitcoin is a ‘digital gold’ and the launch of ETFs will be a huge boost to demand.

2022

Underweight emerging markets

China’s housing boom is the biggest bubble in history, and its end will weigh on Chinese and EM assets.

2022

Go long Chinese government bonds

The end of China’s housing boom will unleash a debt deflation in China.

What is included

What's Included

Daily Updates

To our complexity and fractal indicators of the world’s major investments.

Weekly Reports

Covering the major counterpoint insights of the moment.

Monthly Webcasts

A live presentation to discuss the latest research followed by a lively Q&A. 

Quarterly Special Reports

In-depth analysis of long-term investment themes.  

1-to-1 Meetings

Personal and video meetings, plus email correspondence to answer key questions.

Start Trial