“Sudden changes
in the economic
environment
can determine
winners and losers."
|
Thomas Demas
Managing Director
tdemas@trendmacro.com |
Our clients run the gamut from large to small, and include hedge funds,
mutual funds, investment managers, investment banks, corporations,
pensions and endowments. Some use us for overall macroeconomic insight,
others for specific ideas in macro positioning, asset allocation, sector
selection and risk management.
We also have many clients who use our macro insights to support micro
decisions about individual security selection. They realize that no
investor can really understand any individual company without grasping
the dynamics of the overall environment in which it operates and
competes.
Whatever an investor’s approach, TrendMacro provides insights for
action.
Our service includes written reports by Donald Luskin and David Gitlitz,
usually twice weekly, by email and fax. Clients have frequent in-person
and telephone meetings with Luskin and Gitlitz, as well. A
password-protected website archives all our reports, and offers various
proprietary indicators updated daily. |
