What is the Weekly Insights report?
A brief introduction: what it is, why I decided to launch it, and who it's for
My research business, Topdown Charts, is focused on providing independent investment research to institutional investors. But for quite some time I’ve had a number of requests from people who are either not in that category -- or who are in that space but either lack the budget for the full service, or simply just lack the bandwidth to consume the full service…
So my intent here is to create something that condenses down what I do with the full service, to provide a highly useful entry-level service for:
People who are time poor: they just want the key points
(or they don’t need all of the fine details)
but they don’t want to miss emerging themes and ideas
and/or don’t have the institutional budget
and who want a selection of charts that capture critical issues, but also want the context - the “so what?“
While this is basically a condensed down version, and an entry-level service, it probably still will be a level above pure retail, and I would imagine it will appeal most to financial advisors, investment professionals, and serious investors.
What you get:
Weekly Insights Report
Monthly Asset Allocation Review
Full access to the report archives
Ability to post comments/questions
Get onto emerging risks + interesting opportunities
Stay informed on meaningful macro themes/trends
Access exclusive charts with a clear “so what?“
It’s like having an investment strategist in your corner, helping you keep on top of macro and markets; pointing out critical risks and opportunities.
The reason I decided to launch it is basically in response to market demand. While my focus will still be primarily on the full service clients, I see a gap in the market here to provide something of value to an underserved cohort. The arrival of the Substack platform in many ways has enabled the launch of this, because it makes the admin side of things seamless and lets me focus on research and client service.
If this sounds like what you’ve been looking for, the best thing is to get an annual subscription as it works out to be the cheapest ($295/year vs $30/month).
If you need more info first, simply sign up as a free user in the first instance so you can get updates about the service, and familiarize yourself with the sample report.
Otherwise, just jump on a monthly subscription so you can get a feel for the service and then convert to annual if you’re happy (or cancel if it’s not right!).
Feedback is welcome!
I can happily say that our full service institutional offering today looks nothing like what it did when I first started the company back in 2016 - it’s gone through numerous iterations/upgrades/additions thanks to client feedback and requests.
So I fully expect then that what you see here on day 1 will not be the same as what you see on day 1001 (yes, I think long-term!). As such, I definitely encourage feedback as we develop this service to its maximum potential.
Hope to see you on the paid subscribers list!
Head of Research & Founder