WHY SEVENS REPORT?

SAVE TIME

In today’s wealth management industry time is money. Sevens Report helps you save time by providing independent research that cuts through the noise and allows you to focus more time on your clients and growing your business.

ACTIONABLE IDEAS

We take complex macro-economic concepts (Chinese economic developments, implication of rising interest rates, GDP reports, FOMC statements, etc.) and tell you: 1) What you need to know, 2) Why it’s important, and 3) How it will move markets.

OUTPERFORM

We watch macro indicators to identify tactical opportunities across asset classes that can help you outperform. We focus on medium-term opportunities for tactical investment accounts and look for the big trend changes that can offer months of outperformance.

GROW AUM

Thousands of successful advisors use Sevens Report to stay ahead of the markets. Armed with our daily research, they ensure their clients are well positioned and well ahead of any financial storm that may blow up – giving investors the best opportunity to outperform.

As Quoted In:

LATEST MARKET INTELLIGENCE

It’s All About Growth

What’s in Today’s Report: Cut Through the Noise: It’s All About Growth and Weekly Market Preview – Fed Decision and Forecasts in Focus

Why Yesterday’s Data Was Worse Than the Market Reaction

What’s in Today’s Report: Why Yesterday’s Data Was Worse Than the Market Reaction and more.
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The AI craze is a modern gold rush

The AI craze is a modern gold rush, and the tech ‘picks and shovels companies’ are seeing earnings explode as companies buy chips and cloud space to fuel the boom...said Tom Essaye.
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Fundamentals are positive, they still don’t justify current valuations

While the fundamentals are positive, they still don’t justify current valuations — making the market vulnerable to a negative surprise...according to Tom Essaye, founder of the Sevens Report.

Get the best value in research with clients from:

“I really like your service.  You guys have done a great job in the most crazy market probably in modern history.” 

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“I’ve found myself searching for it as I start the day and/or prep for client meetings/calls…so that was my deciding factor. It’s been the 2nd piece of research that I wanted to consume; so, good job and keep it coming!”

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