Focused on practical applications
We are investors too, and know what’s relevant to busy investors and managers. Our focus is generating actionable recommendations.
Our chief strategist has filled multiple roles in his quarter century on Wall Street – sell-side trader, buy-side trader, analyst and strategist and trusted independent counsel.
We don’t do jargon
If you can’t say it in terms that are readily understandable by non-specialists, you don’t know it. We write and speak for laypeople, not Econ PhDs.
We don’t waste your time
Less is more, especially for busy investment professionals.
The simplest answers are the best
We don’t have any regression models with a dozen inputs but we’re experts at applying a supply-and-demand framework to a multitude of economic and market questions.
Our Calls
US Investment Strategy has a proven track record of helping clients make the right calls.
2024
Focus on consumers
Get the consumer right and you’ll get the US economy right.
2024
Bunker Hill mode
EW equities until you see the whites of the recession’s eyes.
2022-23
Overweight equities
Low expectations make fundamental misses unlikely and bombed-out sentiment leaves little downside if earnings do miss.
2022-23
No ’23 recession
Pandemic stimulus measures will have a lengthy half-life.
2022
There will be no wage-price spiral
Consensus fears are badly exaggerated.
2020-21
Policymakers versus the virus
Policymaker actions will boost risk assets.
What is included
Strategy Insights
Concise, immediate analysis of breaking news or market moves.
Strategy Reports
Bi-weekly analysis of financial markets and the economy.
Special Reports
In-depth analysis of critical economic factors or sector/industry issues with broad ramifications.
Monthly Webcasts
High-level live presentation of our views, followed by participant Q&A.
Doug Peta