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The DIBs Report Roadmap

The Monday through Thursday Daily Intelligence Briefing reports are deep dives into a subject undergoing transformational change that we are examining to determine if there is an opportunity to generate alpha. The Friday DIBs is a weekly wrap-up.


1. Today's Featured Topic

When you open the DIBS you’ll see Today’s Featured Topic, the subject of the day, in a blue link. Below the blue link is our explanation of the key ideas about that subject, gleaned through our research process and followed by a chart. To go deeper, click on the title of the Featured Topic, highlighted in blue. It leads to our summaries of the articles we found that we felt were most important. To go yet further, at the end of each summary is a link to the actual article.

2. Other Disruptive Change

Below the chart is a section called Other Disruptive Change. It includes information we came across in our process that updates previous Featured Topics and subjects we are monitoring. Clicking on the associated blue link will take you to timely information on that subject.

3. Joe Mac’s Market Viewpoint

Further down are Joe Mac’s Market Viewpoint reports. They are Joe’s monthly “think pieces” where he discusses issues he feels are important to explore. For example: Joe Mac’s Market Viewpoint: The Coming Value Rotation.

The way to use the report is to look at the Featured Topic and glance at the subjects covered in the Other Disruptive Change section, to decide if there’s anything you want to explore further. If so, dig in. If not, we missed you that day and will see you tomorrow. Over the course of a month you’re likely to find quite a few you’ll want to explore…

Clients subscribe as an efficient way to stay current on these kinds of subjects, and also follow Joe’s thoughts on the markets and change-driven thematic recommendations.