Answers about our service, subscription tiers, research process, and policies.
Myrtle Tree Investment Research is an independent market letter writer. We publish a subscription service featuring a series of regular monthly reports with our insights and analysis of global financial markets. We also operate a topical investment blog with public and subscription-level content. We operate as a media company under the Market Letter Writer’s Exemption.
We offer an objective analytical framework for securities selection that uses technical and quantitative techniques to analyze financial market internal data. We analyze price, momentum, income, volatility, and performance across asset classes at the index and single-security level to identify opportunities. We overlay historical analysis of the U.S. business cycle to highlight securities with current momentum and historically favorable conditions.
No. Myrtle Tree Investment Research is an independent market research company that offers recommendations and ratings on stocks, bonds, commodities, and ETFs for informational purposes only. We operate as a media company under the Market Letter Writer’s Exemption.
No. We are an information service that offers commentary, insights, and ideas on securities selection based on an established research methodology. We operate as a media company under the Market Letter Writer’s Exemption.
Email subscribe@myrtletreeinvestmentresearch.com for inquiries about our tiered subscription service.
For retail subscribers there are two tiers of subscription content. Our core product is Myrtle Tree Investment Outlook.
Myrtle Tree Investment Outlook contains:
Upon registering your account, you will create a username and password that allow access to subscription content via the pages above for stock-level resources and via our product page for report archives:
Our Products – Myrtle Tree Investment Research
We cater to financial professionals at the institutional level, registered investment advisors, and seasoned individual investors.
Our service is informational and we strongly recommend clients consult with a licensed financial professional before investing.
If you seek insights grounded in technical analysis, macroeconomic data, trend and cycle evaluation—and typically have > $50,000 actively invested over > 12 months—we believe our service can add value.
We combine macro inputs and technical analysis inputs. Our macro overlays track historical coincident returns at the sector and industry level over ~30 years against index-level trends in equities, interest rates, commodity prices, and currency values to identify headwinds and tailwinds.
Our technical process evaluates ~2,600 securities in our rating universe. At the fund level, we roll these ratings up into proprietary fund scores based on the behavior of underlying holdings. We use a trend-following methodology that favors stocks with strong intermediate-term momentum.
By combining top-down and bottom-up signals, we surface stock-level performance that aligns with—or runs counter to—prevailing macro trends, helping subscribers stay aligned with the strongest market trends.
Macro refers to the broadest level of economic and market data. We look at benchmark trends—like the price structure of the S&P 500 Index or the direction of U.S. 10-year Treasury yields—over multi-month to multi-year periods to identify investable trends.
Technical Analysis studies supply and demand for financial assets as revealed through price, volume, and trend behavior. More on the discipline: CMT Association – Advancing the Discipline of Technical Analysis for Over 50 Years.
Patrick Torbert, Founder & Principal Analyst, has been a CMT charterholder since 2012.
Myrtle Tree Investment Outlook includes a 1-month free trial upon signup. Billing begins 1 month after the signup date.
Visit our products page and choose your subscription tier to begin your free trial: Our Products – Myrtle Tree Investment Research.
You can cancel anytime via your Myrtle Tree Investment Research client homepage or by emailing unsubscribe@myrtletreeinvestmentresearch.com.
There is no fee to cancel. We do not refund partial months if cancellation occurs after the renewal date. Renewal dates recur each month from your original registration date.
In plain English, we do not track you or sell your data to third parties. Third-party apps integrated into our website (e.g., Google Maps, Zoom) may collect metadata per their policies.
Read the full policy here: Privacy Policy – Myrtle Tree Investment Research.
