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Explore our leading macro and market insights designed to keep you ahead of the curve

 

What's Included

Strategizer

The cornerstone of our market strategy offering, Strategizer offers monthly asset allocation and risk management insights with a proven track record.

What’s Priced In?

A market strategy tool providing investors with actionable and tactical advice each month on which industry groups of the S&P 500 to overweight and underweight.

Fundamental and Tactical Recommendations

Get weekly Fundamental and Tactical recommendations at the sector and industry level for equities.

Early Morning with Dave

A synopsis of the key market-moving events and data that were released overnight. Includes Dave’s thoughts on how the day ahead will evolve from an investment perspective.

Video Content

Watch Dave and our team of economists break down key macroeconomic themes and upcoming events in our video series.

Investor Chartroom

Gain regular access to our latest slide decks with unique, informative and forward looking insights that have an actionable investment theme.

Frequently Asked Questions

You will be charged immediately upon the completion of your trial. Your subscription will then renew automatically based on the billing cycle you’ve selected (quarterly or annually), unless you cancel before the next billing date.

Yes. You can change your subscription level or cancel at any time through your account dashboard or by contacting our Sales team. For cancellations, your access will remain active until the end of your current billing period, and you won’t be charged again.

Right away. As soon as your payment is processed, you’ll receive a welcome email with login details and can start accessing reports, archives, and client resources immediately.

Yes. Subscribers receive email alerts as soon as new reports, strategy notes, or calls are released — so you’ll never miss an update.

CONTACT US  to renew or change an existing subscription, or any other inquiries.