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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. You have the choice of either purchasing the Premium package at a steep bundled discount or creating your own customized package of individual products.

Daily Reports

Delivered to your inbox every morning to start your day

Early Morning with Dave

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

Breakfast with Dave

Actionable investment ideas based on our proprietary models. The report covers a wide range of asset classes and sectors and will help investors identify shifts and opportunities in the investment landscape.

USA stock market forecast

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Weekly Reports

Tailored to the Active Investor

Weekly Buffet with Dave

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.

Appetizer with Dave

Appetizer with Dave

A quick synopsis of the most important economic and financial market developments and their implications, derived from the past week’s Early Morning publications.

Technicals with Dave

Technicals with Dave

A series of charts and analysis across various equity markets, sectors, fixed income, commodities, and currencies.

Monthly Reports

Digging deep into market analysis

Strategizer

Strategizer

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.

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Creative Insights

A bird's eye view on global economic and financial trends

Special Reports

Special 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.

Webcast with Dave

Webcast with Dave

Dave is joined by industry and market thought-leaders, to share their views on the investment landscape and the economic outlook.

Deep Dives and Market Movers

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.

Charts with Dave

Charts with Dave

Those who have seen Dave’s slide presentation in person know that his material is unique and informative. The charts are forward-looking and each one has an actionable investment theme.

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