Compare macro and geopolitical research.
See how two newsletters turn big-picture economic views into investment ideas—and where their approaches differ.
Compare the services ↓StockHitter · Meet Jenna Lofton and the team · Editorial standards
How does the big picture become an investment?
Interest rates, policy, currencies, and geopolitical events can shape an investment thesis. The useful question is how a newsletter turns that outlook into portfolio decisions—and what would make it change its mind.
Strategic Intelligence
Jim Rickards’ geopolitical and macro research, with substantial precious-metals exposure discussed in our review. Look at how the portfolio expresses the wider thesis.
Read the Strategic Intelligence review →The Skousen Report
Mark Skousen’s macro-oriented research and distinct portfolio approaches. Compare its investment mix and reasoning with a more gold-focused service.
Read the The Skousen Report review →A convincing story needs a portfolio plan.
It is possible to agree with an economic forecast and still find the recommended investments unsuitable for your goals. Check what you would own, how concentrated the portfolio is, and how long the thesis may take to play out.
Pay attention to the evidence offered when a prediction goes wrong. The review should help you separate the appeal of the argument from the practical work of following the service.
Watch for overlapping exposure.
Two newsletters may reach similar investments through different explanations. Compare the actual asset mix before assuming a second subscription adds a different perspective to your portfolio.
These are longer-horizon research comparisons. They are not a substitute for a short-term trading plan or a promise that a macroeconomic forecast will be correct.
Looking specifically at natural resources?
For a service centered on commodity-related investing, also read our Commodity Supercycles review. That narrower sector focus is different from a broad macro newsletter, even when some themes overlap.
Latest macro research reviews
The newest published reviews in this group. New reviews appear here as our coverage grows.
Look at what you get.
Check the included tools, renewal price, cancellation terms, and approach to risk in each review. Offers can change.
Compare stock research tools →How we review.
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Our editorial standards →Some linked reviews contain affiliate links. StockHitter may earn a commission at no extra cost to you. Read our disclosure. Educational content, not personalized investment advice.