So what is the Quarterly Strategy Pack anyway?
If you clicked on the “subscribe“ button while browsing our new Substack service, you probably noticed the option that said “Add Quarterly Report“ and thought that exact question…
The Quarterly Strategy Pack is one of the key reports of the Topdown Charts Full Service. What I aim to do with the Quarterly pack is to:
Bring together all the big ideas, themes, and macro outlook
Present a status check on the market cycle
Identify the spectrum of risks on the risk radar
Highlight a few particularly interesting ideas
Present a model tactical asset allocation guide
Basically it’s summation of all my work, and quite simply this is the pack I would have taken with me to visit clients and prospects on marketing trips… back when we used to travel pre-pandemic. Now it is what I send to clients and host 1-on-1 calls and webinars on at the start of the quarter.
Can I have a look at it?
Sure, click the link here to see the Q2 2021 edition (from when we launched the Quarterly Pack add-on option). Only fair to provide a sample so you know what you’ll be getting if you subscribe.
If you have any questions about it, simply post your question in the comments below.
When do you send it out?
Typically around Quarter-End.
Can I join the quarterly call?
Yes absolutely, when you sign up for the “Add Quarterly Report“ option you are entitled to received the quarterly pack (I will email it to you) and join the quarterly call - where you are of course also welcome to join in the Q&A segment [and you can ask your own questions or simply be a fly on the wall to what is usually a fairly interesting discussion].
Does everyone who signs up here get it?
Just to be clear: the Quarterly Pack is only available to those who specifically sign up for the “Add Quarterly Report“ option. Also, to clarify: those who sign up with that option do of course also receive all the same benefits as normal paid subscribers along with the quarterly pack + call.
ALTERNATIVELY: clients of the full service
get this report and access to webinars + additional service and assistance as a matter of course.The “Add Quarterly“ option gives you the entry-level service + quarterly pack and is US$1000/year, while the Full Service which gives you the full reports including the quarterly pack, full access including the webinars, and the complete picture and is US$3500/year for a single user (corporate/team rates available).
So what do I do again to sign up?
Simply click the button below and select the “Add Quarterly Report“ option.
Alternatively, head over to and subscribe to the Full-Service.
n.b. the next Quarterly Pack is due out 1 April, and webinars are scheduled for the 12th of April (4pm New York, 9am London) -- upgrade to "Add Quarterly" to get access to the slide pack and webinars + Q&A sessions
NOTE: you can also get the Quarterly Pack as part of the full service, see https://www.topdowncharts.pro/s/quarterly-strategy-pack