We help investors increase portfolio returns with weekly investment research about shifts in government monetary, fiscal and regulatory policies. These policies don’t merely influence markets, they determine asset prices through the feedback mechanism of capital flows. Our policy research simplifies an investment universe complicated by the media and helps investors select the correct asset classes, countries, sectors and industries.
Unfortunately, most “news” is wrong with respect to how real markets respond to the changing political and economic landscapes. Our weekly Policy Based Investing research provides a deeper look into what is really happening and how it affects financial markets. Our goal is to change how you see the world in order to put you in a more powerful position to take the appropriate investment actions. Each week we provide insights on current political, economic and investment themes. We reveal the policy truth behind the headlines. We alert readers to policy impacts on their portfolios through our “Allocator” and “Policy Map” products that identifies assets helped and hurt by the economic policy environment.
Our research combines government economic policy insights with actionable investment ideas. Whether you are investing your own money, overseeing your advisors’ actions or are, yourself, a professional advisor helping clients navigate markets, Policy Based Investing will enhance your ability to see the economic policy reality and take more effective actions. We have attractively priced our research so everyone can access institutional quality, policy led investment thinking.
PBI shares a remarkable understanding of the way the world works and the connection between economic policy, the economy and financial markets. I have known Russell since 1971 and consider him a great friend Art Laffer, founded Supply-Side economics
PBI combines a fine sense of markets with an ability to ‘see’ which policy changes really matterJake Garn, former US Senator (UT), NASA astronaut
To use their term, PBI is the “Just One Thing” that can make a difference between successful portfolio management and mediocrity and, more importantly, between comfort and anxiety. Through a unique and uncanny ability to filter the incessant noise of headlines and distill complex situations to arrive at logical conclusions, RTW helps readers understand what is most likely to change at the margin and how that change will impact longer term trendsPaul McWilliams, renowned technology investor and founder of the Nextinning Technology Newsletter
PBI cuts through the noise and onslaught of information to focus you on the developments – economic, political and social – that are “on the margin.” To do so, Russell and James provide a rigorous and coherent intellectual framework that is consistent with human nature. The consequence is impactful incite instead of complex explanation, and the opportunity to learn even as you are being informed. Russell and James bring to their analyses and their “no-excuses” experience as a professional investment team with an emphasis on anticipating the direction of the economy and financial markets. The cumulative benefits of reading their clear thinking about the world are applicable to anyone in business or investments, or who simply enjoys a better understandingCharles Kadlec, Founder, Community of Liberty; columnist, Forbes.com
PBI provides a unique and invaluable window into the world of economics and the factors governing the exchange of goods and services. The breadth of perspective of its authors provide an integrated view which includes not just financial and economic facts and factors, but also political, social, cultural, demographic and psychological assertions and assessments that show up ultimately on balance sheets. Moreover its authors have the depth of understanding that allows them to ‘read’ these factors as background forces that gather force and allow anticipatory perspective. This is crucial in our rapidly changing world. Dr. Matthew Budd, MD
Russell Redenbaugh and James Juliano not only believe in Classical economic thinking, but they’ve take the extra – and courageous – step of very successfully applying it to the allocation of capital.John Tamny, Editor at RealClearMarkets and Forbes; Author of Popular Economics