Report 01 · First week of the month
Macro Monday
MTIR Monthly Investment Outlook
Our top-down view across equities, rates, commodities and currencies, anchored by the sector model dashboard that frames the rest of the month's research.
Our Product
Inside the Investment Outlook
10 reports. Every month.
A look at the reports subscribers receive each month. Each card shows the cover and a sample page from the August 2026 edition. Click a page to enlarge it.
Report 02 · First week of the month
Large Cap. Road Map
MTIR US Large Cap. Stock Review
S&P 500 trend, breadth and sector leadership, plus rating changes across the largest US companies.
Report 03 · First week of the month
How Bid is Mid?
MTIR US Mid Cap. Stock Review
Mid-cap index trends, sector rotation versus large caps, and rating changes across the S&P MidCap 400.
Report 04 · First week of the month
Small Ball Lineups
MTIR US Small Cap. Stock Review
Small-cap trend and breadth, sector leadership and rating changes across the S&P SmallCap 600.
Report 05 · Second week of the month
Do You Yield?
MTIR Monthly Fixed Income Report
Rates, credit and inflation signals, with the positioning output of our fixed income model across the major bond ETFs.
Report 06 · Second week of the month
Relatives from Overseas
MTIR International Equity Review
Developed and emerging markets relative to the US, currency trends, and ex-US rating changes.
Report 07 · Third week of the month
Crude Behavior
MTIR Monthly Commodities Report
Energy, metals and agriculture trends, with our commodities model signals and confidence gate.
Report 08 · Third week of the month
No Risk It, No Biscuit
MTIR Monthly Risk Report
Volatility, credit, breadth and cross-asset risk appetite, summarized in our sector, fixed income and commodities model dashboards.
Report 09 · Fourth week of the month
Factor Refractor
MTIR Monthly Factor ETF Review
Growth vs. value, size, momentum and low volatility: which factors are leading and the ETFs that express them.
Report 10 · Fourth week of the month
Theme Work Makes the Dream Work
MTIR Monthly Thematic ETF Review
Performance and technicals across thematic ETFs, from AI and cybersecurity to nuclear, space and crypto.
Start Your 30-Day Free Trial
Investment Outlook: $125/month after your free trial. Includes all 10 monthly reports, ratings on 2,600+ stocks and subscriber blog posts.
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Sample pages are from a past edition and are shown for illustration only. Myrtle Tree Investment Research publishes impersonal research for informational purposes only and does not provide individualized investment advice. Past performance is not indicative of future results.
Go deeper with the Portfolio Guide
Our research, plus the tools and time to use it
The Portfolio Guide includes everything in the Investment Outlook, plus onboarding, a monthly Indicator Toolkit, live webinars with our founder and quarterly research check-ins.
First 30 days
Process onboarding
Two onboarding sessions walk you through how our ratings, indicators and reports are built, and how subscribers put them to work in their own process.
Every month
Indicator Toolkit
Screens of our published ratings and indicators, organized by risk profile and investing style, so you can find the research most relevant to how you invest.
Every month
Live subscriber webinar
A 60-minute presentation with founder Patrick Torbert, CMT, followed by 30 minutes of live Q&A on our latest research.
Every quarter
Research check-in
A 30-minute call to discuss our published views and methodology, and the markets and topics you would like to see us research.
| What's included | Investment Outlook$125/month | Portfolio Guide$395/month |
|---|---|---|
| 10 monthly research reports | ✓ | ✓ |
| Ratings on 2,600+ US and global stocks | ✓ | ✓ |
| Myrtle Money subscriber blog posts | ✓ | ✓ |
| Process onboarding (2 sessions) | — | ✓ |
| Monthly Indicator Toolkit | — | ✓ |
| Monthly live webinar with Q&A | — | ✓ |
| Quarterly research check-in | — | ✓ |
| Introductory offer | 30-day free trial | 30% off months 1–3 |
$395/month · 30% off your first 3 months
You pay $276.50/month for months 1 to 3, then $395/month from month 4. Cancel anytime from your account page.
Subscribe to the Portfolio GuideAlready a subscriber? Go to the Report Library →
Onboarding sessions, webinars and check-ins cover Myrtle Tree Investment Research's published research and methodology. Myrtle Tree Investment Research publishes impersonal research for informational purposes only and does not provide individualized investment advice.