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Name: 3Fourteen Research
Frequency: Weekly research reports
Author(s): Warren Pies & Fernando Vidal
Topics: Data-driven macro research
Overview: 3Fourteen is a data-driven macro research firm. They combine their qualitative macro/real asset knowledge with data science. Clients receive weekly reports, 24/7 access to their key models and indicators via the website/mobile app, and access to their team of researchers.
In addition to their commentary, their models cover the following areas (and more):
Note – these guys have some phenomenal charts and share them frequently on Twitter. You can follow the firm and the co-founders at @3F_Research, @WarrenPies, and @fernavid.
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Disclaimer: Investing involves risk, including possible loss of capital. Cambria ETF’s are distributed by ALPS Distributors Inc.
Recent Highlight: Making a Plan for Better Days – In this recent piece from May 5, 2022, they look back on some of their calls from the past nine months, including:
They also provided a 10-factor checklist (see below) to monitor for signs of a market bottom, which they expect these events to be roughly simultaneous.
Source – 3Fourteen Research
*Note – “Current Level” above is as of the publishing date – May 5, 2022
If you’re interested in learning more about 3Fourteen Research, click here
And if you want to check out more of their charts, keep scrolling!
The Idea Farm Team