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.
Thematic
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.
Confidential
Custom work, on request, for select clients
We direct our tools and research capabilities to your topics of interest. Confidential and unique to you.