Our research publications track record may be examined here.
This is our flagship publication. If you’re like many others who have been lured by marketing firms who focus more on copyediting hype and empty promises, then we want to inform you that you have finally found the real deal with us.
We hate to even call our publications “investment newsletters” because the industry has developed such a bad (although well-deserved) reputation. We don’t sell fear and we don’t prey on greed. We simply provide subscribers with a very comprehensive and insightful analysis of the global economy, with a focus on the U.S.
We also provide forecasts and guidance for select foreign currencies, the U.S. and emerging markets (China, India and Brazil by analyzing major market ETFs) when relevant and at our discretion.
We also profile a variety of securities, from growth to income.
Finally, each issue contains value insights Mike has learned in his years as a Wall Street professional, trader, adviser to hedge funds, pension plans, merchant banker, venture capitalist and investment strategist.
We help investors learn how to manage risk, determine their asset allocation, and other valuable tasks involved with the investment process.
Although the goal of the newsletter is to provide subscribers with top-tier investment guidance and insight, it is also focused on educating subscribers so that they become sophisticated investors.
You shouldn’t think of this publication as a mere investment newsletter. You should think of it as an ongoing educational program.
This publication is not for everyone. Only the most serious and committed investors should subscribe because each issue is long, very detailed and requires you to do some of your own legwork. This is the cost of becoming a great investor.
If you want to have buy and sell alerts sent to you or want some red and green light indicators, this publication is not for you. We wish you the best of luck if you choose that route. But if you want to become an independent thinker and great investor, all you need to do is subscribe and be prepared to put in some work. Finally, you must also be patient and expect to put in several years of effort. There is no other route to becoming a great investor.
This publication is released monthly, although on occasion we will send out an update during the month.
You are subscribing to research headed by one of the leading investment minds in the world. But at the end of the day, it is up to each subscriber to determine how to best utilize our research.
HIGHLIGHTS OF THE INTELLIGENT INVESTOR
Additional highlights from our research can be found here.
We are not licensed as financial advisers and we do not provide personalized financial advice. It is up to each subscriber to consult a licensed financial adviser in order to make sure our guidance and recommendations fit within their investment profile. We do not provide any refunds, nor do we offer any guarantees.
By submitting payment, you agree to have read, understand and agree to all terms and conditions within each of these documents.
We also offer subscriptions to the Intelligent Investor Supplementary Research Video Package.
See here for more details and subscription options.
Mike assists hedge funds, endowments and financial firms as the Chief Investment Strategist of AVA Investment Analytics. He provides clients with proprietary investment strategies, valuation analysis, market forecasting, risk management and distressed securities analysis.
As arguably the only person in the world who predicted the financial apocalypse in detail, Mike was also the only financial professional to have turned bullish at the market bottom. This spurred the initiation of our first research publication, the Intelligent Investor.
Mike's amazing insights combined with the accuracy of his investment and economic forecasts has has positioned him as one of America's most astute and creative financial experts.
Prior to forming AVA Investment Analytics, Mike worked at UBS, followed by Bear Stearns, where he focused on asset management and merchant banking. He is also the Managing Principal of Apex Venture Advisors. Mike has served as an adviser to various hedge funds, endowments, pension plans, private equity and venture capital funds.
For investment funds and financial institutions seeking to improve their performance