I have not been publishing blog posts in 2021 and 2022, as I have been working as a consultant on investment strategy, producing weekly market analysis for a few clients including an ultra-high net worth family office.
Every week, I write a comprehensive report on investment strategy, providing a concise analysis of political, economic, and market developments, along with investment conclusions.
These reports are written on the weekend and e-mailed on Sunday night, so clients can read the analysis first thing Monday morning.
Each report begins with an Executive Summary, which can be read in a few minutes.
The full report includes a comprehensive discussion of the economy and the markets, along with numerous charts and market data.
We also have a weekly conference call, with a wide-ranging discussion of the economy, the markets and investment strategy.
I can now take on a small number of additional clients for this investment strategy service, such as other family offices, small investment firms, or high net worth investors.
I can send you my weekly market analysis for a month or two at no charge, to see if it adds value to your investment process.
For investment managers, this work has a number of other benefits, such as saving you time and providing you with charts and well-written market analysis that you can use in client letters or on your website, etc.
This analysis is based on 35 years of investment experience, including many years as the senior investment strategist at a privately owned investment manager with $2 billion in assets under management for high net worth clients.
For more information, or to receive weekly reports by e-mail for a trial period, please contact Jonathan Strauss, CFA. Due to some problems with our other email service, please use the following contact information:
Email: jonstrauss@fuse.net
Cell / text: 513 – 379 – 2792