Why The Financial Times’ newsletters aren’t for everyone
New product: Kairos Capital Advisors launches policy-driven investment newsletter
Readers of Tradestreaming may remember I recently interviewed James Juliano, a partner at Kairos Capital (see Investing Using Policy as a Guide).
Kairos is a boutique shop that runs portfolios using a battle-tested form of policy analysis that’s been the life’s work of founder, Russell Redenbaugh.
New investment newsletter that takes a top-down approach
With policy research as its backbone, the firm has launched a weekly newsletter called Reading the World.
Subscribers to the newsletter will receive a weekly missive with:
- 10+ pages of analysis
- first, the news: Reading the World begins by curating the important macroeconomic news stories of the week. So, if policy decisions are tipping against universal healthcare, readers will now about it.
- next, what to do with your money: Once readers are informed of the week’s impactful events, readers are given access to what Kairos calls The Allocator. While it’s not a buy list, it is a dashboard that labels each asset class as green, yellow, or red.
- Allocate accordingly: lastly, investors get to see where Kairos is positioning itself and what the relative weightings are of each asset class in a portfolio.
Pretty interesting stuff and it will cost you about $300/year (there’s a 2 week trial, as well).
If you’re interested, check out the Reading the World newsletter.
Tradestreaming users like new format of my newsletter (do you?)
If you haven’t noticed recent changes (or are not yet subscribed) to my weekly newsletter (Sundays), it appears that some recent tweaks to the format are being well received by the rest of us.
The point of my weekly email is to help you quickly get a feel for all the cutting edge news and analysis impacting today’s serious investor.
I’ve begun adding more links/news and categories including:
- investment products
- social media, technology and investing
- investment strategies and research
- the financial advisory business
- investor behavior
You can see an example here and subscribe here.
By the way, I didn’t just randomly pick the new categories above — I’ve spent a lot of time thinking about how investors learn to become better and how this information breaks down into categorization.
The changes have resulted in a slightly higher open rate (how many people are opening my weekly message) and and almost double the numbers of clicks on links. I take that as a good thing.
Are you reading my weekly Tradestreaming newsletter? What do you think — do you like the changes?
What would you like to see more of from me? Let me know in the comments below.