Quarterly Strategy Pack

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

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…

Firstly, to clarify, that option is what Substack defaults to as the “Founding Member“ - which is basically a higher paying version of a paid annual subscription. So while I was setting it up I thought, hmm, I’d like to add some option like that, but I would want to give people some extra value.... and thus, here we are!

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 last quarter’s edition. 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?

I aim to send it out as early as possible in the start of the new quarter.

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 choose to ask 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: it 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.

So what do I do again to sign up?

Simply click the button below and select the “Add Quarterly Report“ option.