Asbury Research provides a top down macro analysis of the US financial landscape to a diverse group of financial professionals including Long Only Portfolio Managers, Hedge Funds, Financial Advisors, Registered Investment Advisors, Commodity Funds, Family Offices, Economists, Market Strategists and Corporate Investment Committees, based on a broad array of technical, quantitative and behavioral inputs.
We have also recently added services for Individual Investors. Contact us for details.
Our focus is on the US markets, but our scope is global as we utilize our own database of intermarket relationships to determine where asset prices may be headed domestically based on correlated markets overseas. Our approach provides us with more inputs, which helps us to be more consistently correct on market direction.
Asbury Research has no affiliations with broker-dealers, banks, or other financial institutions. Our sole objective, and how we get paid, is to provide our subscribers with investment ideas that either make money or avoid losing money.
John Kosar, Director of Research began his career in the Chicago futures pits in the 1980s, which turned out to be an incubator for his integrated intermarket approach and “under the hood” understanding of how financial markets work.
Clear, Actionable Investment Ideas:
Asbury Research gives conclusions. We are strategic 1-2 quarters out and tactical within 30 days. This means that we provide our subscribers with actionable intra-month buy and sell ideas that attempt to capture 70% or more of an intermediate term price trend.
Comprehensive Macro Scope:
We are not bottom-up stock pickers, but rather utilize an integrated top-down macro approach that produces integrated, cross-checked strategies for the US stock market, US market sectors, US interest rates, the US Dollar, and alternative investments like commodities and REITs. We utilize ETFs to provide specific, actionable investment ideas in all of these assets.
Quantitative / Technical Process:
Our investment strategies are based on objective, repeatable metrics including investor asset flows, statistical relationships between various domestic and global financial asset prices, and price patterns that have consistently repeated themselves throughout history – rather than vague, anecdotal opinions on the latest economic data, news byte or geopolitical conflict.
Asbury Research’s stock market sector research is based on our own in-house metrics that: 1) first define historically over-invested and under-invested US market sectors based on ETF asset flows, 2) then look for asset flows to support a move back towards historical norms of investment and, finally, 3) overlay price momentum-based metrics to confirm that the expected price move in the sector is actually underway.
Our Correction Protection Model (CPM) for the US stock market has captured 1,171 basis points in the S&P 500 from 2007 through Q4 2016 (+83%), nearly doubling the S&P 500’s 626 basis point rise (+44%) during the same period by simply avoiding downturns. Moreover, CPM has produced this performance with half the volatility of returns in the S&P 500, and without using any leverage, short positions, or derivatives. Our model is binary — it is either in the market or out of it — and outperforms by simply being invested when stock prices are going up and not being invested when they are going down.
Our Clients Love Us:
One of many client testimonials:
“Excellent presentation today. It reminded me why I elected to join your service about a year ago: you do a great job of distilling a tremendous amount of technical information into understandable, actionable insights. Coming from a technical background myself, I appreciate how very difficult that is to do. Again, job well done. Lastly, thanks again for your call late November/early December (2015) recommending that I “play defense.” Truthfully, your personal attention caught me off guard- I’ve not been used to such service. Although not fully invested at that time, I was in “too much.” I took your advice to heart and unwound more positions- some that were not that old. But in hindsight, you gave clear warning. I now believe that my growing trust in and understanding of your messages will help me better stay stay on the right side of intermediate and long term trends. Thanks for all your efforts.”
C. Harris, Independent Investor, Florida
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