Products and Services

We provide a wide range of research and strategy products, covering the global economy and financial markets—aimed at providing clients with a guidepost for how to invest their money.

Dave’s flagship daily report

Breakfast with Dave

Our flagship product, Breakfast with Dave, provides an in-depth look into the global financial markets and the economy. Subscribers have access Dave’s comprehensive data analysis and leading assessments of “big picture” trends, as well as his coveted advice on how to invest around them.

Our Full Lineup of Publications

Appetizer with Dave


Appetizer with Dave provides a very quick synopsis of the most important economic and financial market developments and their implications, derived from the past week’s Early Morning with Dave publications. This is our lowest-priced report and is targeted towards subscribers who are looking for a concise snapshot of how global events are unfolding.

For these webcasts, Dave is joined by industry and market thought-leaders, to share their views on the investment landscape and the economic outlook. Featured guests include luminaries such as Niall Ferguson, Leon Cooperman, Howard Marks, Bob Farrell, and Scott Minerd.

Charts with Dave


Charts with Dave provides regular access to our latest slide deck. Those who have seen Dave’s slide presentations in person know that his material is unique and informative. The charts are forward-looking and each one has an actionable investment theme.

Special or Thematic Reports


Dave and his team of economists and strategists publish in-depth reports that tackle important secular themes which will shape the future of investing. We cover a broad array of issues, ranging from life after the pandemic, to climate change, to demographic shifts, to inflation/deflation, to China as a rising source of global economic instability.

Deep Dives and Market Movers


This event-based report offers analysis of breaking news and/or data releases that are affecting the markets and your investments in real time.



A monthly model-driven report, well suited for active investors. The Strategizer is an effective risk-management tool, providing scorecards and expected future returns for global stock markets, equity sectors, bonds, commodities, and currencies.

Weekly Buffet with Dave


The Buffet is exactly as advertised: a compilation of actionable investment ideas, pulled from the past week’s Breakfast with Dave daily reports.

Technicals with Dave


The weekly technical package is comprised of a series of charts and analysis across various equity markets, sectors, fixed-income, commodities and currencies. This product, which identifies buying and selling opportunities, serves as a valuable backstop to our fundamental research.

Early Morning with Dave


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

Breakfast with Dave


Our flagship product, Breakfast with Dave, is an in-depth look into the global financial markets and the economy. Subscribers will have access to Dave’s deep data analysis and assessments of “big picture” trends, and his advice on how to invest around them.

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