Portfolio Watch

¬†Actionable ideas, twice a week, powered by VP’s leading indicators

Our focus is on timely insights and accountability for our trade and asset allocation ideas.


Hunting for the next big idea, based on data and qualitative deep dive

We’ve covered Shale, Biotech,¬† Commodity Supercycle, SPACs, China, Euro Breakup and many others before they played out.


Custom work, on request, for select clients

We direct our tools and research capabilities to your topics of interest. Confidential and unique to you.