Prometheus Research

What We Offer

Prometheus was founded in 2021 with a simple objective: bring the best and most actionable macro insights to everyday investors. Our objective was always to bridge the gap between the insights available to everyday investors and the biggest and most sophisticated investors on Wall Street. Today, we take the next logical step toward that objective by bringing you a comprehensive suite of written research and systematic portfolios available for subscription.

From today, our paid Substack subscribers will receive:

• Prometheus Asset Allocation: Prometheus Asset Allocation is the easiest way to add macro to your investment portfolio. Using our proprietary systematic process, our asset allocation program rotates between three liquid ETFs just once a month. The objective is to beat a 60/40 Stock and bond portfolio while maintaining a 10% volatility. At the start of every month, you will receive a video presentation in which our founder walks through all the changes in our views of the economy and markets and how those views are impacting our systems.

• Prometheus ETF Portfolio: Prometheus ETF Portfolio was our first paid product, launched in November 2023. ETF Portfolio uses our ur proprietary systematic process to rotate between five highly liquid ETFs to beat a balanced beta portfolio of stocks, bonds, commodities, and gold while maintaining volatility of less than 10%. Signals are generated weekly. Since going live last year, the portfolio has generated 10% returns at a volatility of 6%. Every Friday before the market closes, you will receive a detailed ETF Portfolio deck, which contains commentary about recent market movements, an analysis of economic data, our proprietary indicators, and a detailed report of the risk characteristics of our ETF Portfolio.

• Fundamental Research: In signature fashion, we will provide fundamental research tracking the three big drivers of macroeconomic conditions: Growth, Inflation, & Liquidity. Every month, you will receive a detailed research piece on each of these macro forces, i.e., 3 notes in total.

In summary, you will receive an Asset Allocation video once a month, an ETF Portfolio update every week, and Fundamental Research three times a month. So, whether you like to know every incremental change in macro or just stay abreast of the big picture, we’ve got you covered.

This is the most comprehensive suite of research and tools available to retail investors in the industry. Below are samples of each product.

We have recently received numerous inquiries about Prometheus Institutional. To that end, we share the breadth of our offering for those looking to learn more. Our institutional offering encompasses a wide range of solutions designed to meet the sophisticated needs of investment professionals. We designed Prometheus Institutional to provide a comprehensive research suite covering all your macro needs, from in-depth discretionary research to a range of systematic investment strategies and bespoke consulting opportunities. If you are an institution and would like to avail of these services, please contact us via email at info@prometheus-research.com.

Below, we share the range of our offerings:

We offer two options within Prometheus Institutional:

• Read-Only: All of our research publications, ex-bespoke consulting.

• Full-Service: All of our research publications and direct and regular access to our research team.

We describe each of the components of Prometheus Institutional below, along with samples of each product.

1. The Observatory

The Observatory is how we at Prometheus understand the economy and financial markets in real time. We’re constantly assessing and evaluating the intersection of markets and macroeconomic data to understand what it means for investors. The Observatory reflects our assessments of changing macro conditions. The insights provided here are integrated algorithmically into our systems to create rules-based portfolios. A typical week sees between two and four notes from the Observatory, depending on macro conditions. Sample below:

The Observatory

1.71MB ∙ PDF file

Download

Download

2. Month in Macro

This is our flagship in-depth monthly research report. The content is the most rigorous evaluation of macroeconomic conditions and their implications for major asset classes. The flagship report will inform the foundation and share our research team’s internally consistent process in evaluating the current state of the economy as it pertains to markets. This publication also offers our mechanical understanding of the most important macroeconomic dynamics at play at any given time. This reading is essential to help share our frameworks for thinking through macroeconomic dynamics at a particular time. Our Month In Macro typically spans 30-50 pages and is released around the 7th of every month. Sample below:

Month In Macro

6.34MB ∙ PDF file

Download

Download

3. Macro Monitor

Every month, our research process involves screening thousands of data series to understand macro conditions. To help our clients stay abreast of all these economic changes, we share our Macro Monitor, i.e., 100-150 slides on economic and macro data, providing a comprehensive understanding of macroeconomic trends. This data deck allows clients to consistently track the moving parts of the economy they are focused on. Macro Monitor is sent out on the first business day of every month. Sample below:

Prometheus Macro Monitor

5.77MB ∙ PDF file

Download

Download

4. ETF Portfolio

The Prometheus ETF portfolio aims to allow everyday investors to access an investment solution that combines active macro alpha, passive beta, and strict risk control, all in an easy-to-follow, low-turnover solution. We aim to achieve strong risk-adjusted returns relative to volatility, costs, vehicle longevity, liquidity, expense, and duration. We do this in a highly accessible package, which rotates between highly liquid ETFs, readily available to any investor with a brokerage account. ETF Portfolio allocations and analysis are sent every Friday by 3:30 PM ET. Sample below:

Prometheus ETF Portfolio

997KB ∙ PDF file

Download

Download

5. Asset Allocation:

The Prometheus Asset Allocation program offers a stable, macro-focused approach to asset management. Prometheus Asset Allocation aims to outperform a traditional stock and bond portfolio by leveraging our proprietary systematic macro process to rotate between 3 ETFs monthly (plus cash). This long-only strategy seeks exposure to a mix of stocks, bonds, and commodities over time- while avoiding major macro-induced drawdown periods in each asset class, targetting a 10% volatility. Asset Allocation updates are sent out on the first business day of every month in the form of a video:

Prometheus Asset Allocation

1.37MB ∙ PDF file

Download

Download

6. Alpha Strategies:

Prometheus Alpha Strategies combines the best components of our understanding of macro and markets into a single investment strategy that trades stocks, bonds, and commodities. The objective of this portfolio is to provide durable macro alpha in a manner that is independent of the underlying beta. These strategies turnover daily and are currently only available to select institutional clients we work with closely. Over the next few months, we intend to launch this as a standalone service in a similar format to our two other strategies.

7. Bespoke Consulting:

In addition to our range of written research and quantitative signaling, we offer direct access to our research team on an ongoing basis. Further, we offer monthly 60-minute meetings with our Founder, Aahan. Conversations with clients are detailed and deep in the spirit of collaborating to navigate macroeconomic conditions.

Prometheus Institutional aims to provide the most in-depth and actionable macro research suite in the industry. If you are an institution and would like to avail of these services, please contact us via email at info@prometheus-research.com. We look forward to hearing from you.