Quarterly Strategy Pack

What is the Quarterly Strategy Pack? (and how do I get it?)

So what is the Quarterly Strategy Pack anyway?

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 but you must sign up to the Full Service at

Topdown Charts Professional

[our institutional service, from which the entry-level service here draws].

Simply head over to

Topdown Charts Professional

and subscribe to the Full-Service.