awareness. insight. guidance. market intelligence

"You don't build a house with just a hammer."

That concept colors our strategic approach to investing. We combine economic, monetary, trend, fundamental, quantititative and sentiment elements to create a unique overview on the markets.

Economically, we help investors determine:

Where are we within the business cycle?
What direction is fiscal policy moving?
Is monetary policy (Interest Rates and Money Supply) accomodative or restrictive?

From a market perspective, we look at numerous quantitative and technical measures:

What is the a dominant Market Trend?
Are the Technicals improving or deteriorating?
What are Market Internals revealing?

But its not purely quant work, however. We also look at:

Are valuation measures showing markets to be cheap or expensive?
Where are Sentiment levels? Are they near significant extremes?
What do the historical patterns and market cycles suggest?

We combine all these elements, so as to determine whether risk levels are rising or opportunities are developing. Our primary concern is risk adjusted return.