Individual Subscription

What you get

Institutional quality research at affordable retail rates. Early and forward thinking analysis on the economy, housing, the US consumer, secular and demographic trends, amongst other themes targeting investment themes and opportunities.


per month (billed annually)
  • Long-form thematic research papers (monthly)
  • Short-form papers on timely events (weekly)
  • Ad-hoc pieces
  • What I Am Hearing Inside the Beltway - analysis & updates
  • Access to Full Library of Research