TA Capital Research

Frequency: Daily

Published during pre-market, TA Market Prep is designed to prepare clients for the upcoming trading session. Each edition includes analysis across:

• Major equity indices
• Individual equities
• Bonds, commodities, and crypto
• The TA Breakout Watchlist

Comprised of approximately 30-40 charts each morning, the report provides a concise, visual snapshot of market structure, trend direction, and key levels across asset classes.

Frequency: Weekly

Published every weekend, the TA Risk & Allocation Report delivers a top-down assessment of market conditions, focusing on risk regimes, leadership, and tactical allocation.

Each report includes:

• Market regime analysis across equities, commodities, and crypto
• Sector and factor heatmaps highlighting leadership and weakness
• Breadth and internal momentum indicators
• Macro and intermarket signals across rates, currencies, and commodities
• Coverage of crypto and alternative assets

The report is designed to help clients understand where risk and opportunity are concentrated, supporting disciplined allocation decisions across asset classes.

Frequency: Weekly

This report provides a deep dive into relative strength and weakness across the 11 S&P 500 sectors, both relative to the broader market and on a stand-alone basis.

Coverage includes:

• Sector-to-S&P relative performance
• Trend structure and momentum within each sector
• Identification of emerging leadership and rotation

The report supports tactical sector allocation and helps clients stay aligned with shifting market leadership.

Frequency: Monthly

This report helps clients understand the evolving structure of equity markets and refine positioning beyond simple index exposure.

Each edition highlights:

• Relative performance trends
• Key inflection points and regime shifts
• Strength and deterioration across styles and factors

This report helps clients understand the evolving structure of equity markets and refine positioning beyond simple index exposure.

Frequency: Monthly

The Breadth & Sentiment Report provides a data-driven view of the market’s internal health, using indicators such as:

• Advancing vs. declining issues
• Percentage of stocks above key moving averages
• New highs and lows
• Momentum and participation metrics

The report also incorporates sentiment and positioning data — including options activity and investor surveys — to identify shifts in risk appetite and potential turning points before they appear in headline indices.

Frequency: Monthly

This report analyzes the relative strength and technical structure of major international equity markets versus global benchmarks.

It highlights:

• Leadership and lagging trends across developed and emerging markets
• Shifts in global equity momentum
• Regional and country-level opportunities

The framework supports global allocation decisions by identifying markets demonstrating sustained relative strength.

Frequency: Monthly

This report provides a comprehensive view of current market structure across indices, sectors, industries, styles, factors, and macro conditions. It is designed to help clients understand not just what is happening in markets, but what is driving leadership, where participation is strengthening or weakening, and how these dynamics are evolving in real time.

Each edition highlights:

• Equity market regime and trend structure across major indices
• Sector and industry leadership, including relative strength and internal participation
• Style and factor rotation across key risk exposures
• Macro conditions across rates, commodities, currencies, and credit
• Key inflection points, divergences, and forward-looking risk signals

This report is designed to help clients move beyond headline index performance and into a clearer understanding of market regime, leadership rotation, and positioning environment.

In addition to our core reports, we provide bespoke research for clients seeking deeper insight into specific areas of the market. This work applies our technical framework to client-defined questions, portfolios, sectors, asset classes, or strategic objectives.

Bespoke research is designed to complement existing workflows, offering targeted analysis that aligns directly with each client’s investment process.

TA Alpha is a flexible, dynamic model designed to capture short- to medium-term opportunities across asset classes. The strategy adapts to changing market conditions, rotating exposure based on trend strength, relative performance, and risk environment.

The model may allocate across equities, ETFs, and other liquid instruments, adjusting positioning as leadership and market structure evolve. TA Alpha is designed for investors seeking capital appreciation through active, research-driven positioning.

TA Sector is a rotational equity strategy with a tactical edge, focused on identifying and allocating to the strongest-performing sectors within the U.S. equity market.

Using relative strength and trend analysis across the 11 S&P 500 sectors, the model concentrates exposure in areas demonstrating sustained leadership while reducing or avoiding weaker segments. The strategy is designed to stay aligned with sector-level momentum throughout market cycles.

TA Global is a globally diversified model strategy that allocates across international equity markets based on relative strength versus global benchmarks.

The model rotates among developed and emerging markets, concentrating exposure in countries and regions exhibiting sustained leadership while minimizing allocations to lagging areas. The strategy is designed to capture global equity trends while adapting to shifts in international market leadership.

The TA QuickScan Portal provides a concise, real-time view of key securities, helping clients quickly assess positioning and confirm ideas.

Key Features:

• Ticker & Description — Identify the company or ETF
• Our Outlook — Bullish, Neutral, or Cautious
• Sector & Industry — Understand where it sits in the market
• Sector Leadership vs S&P 500 — Leading or lagging
• Chart Link — Access our direct annotated charts with key levels monitored by our research

How Clients Use It:

• Validate ideas quickly: Check if a security aligns with current market leadership
• Assess positioning: Understand how a ticker performs relative to its sector and the broader market
• Stay aligned with trends: Track major indices, sectors, and S&P 100 holdings in one place
• Complement full research: Use QuickScan as a fast snapshot while still leveraging our full reports and discretionary models for deeper analysis

Designed for speed, the portal complements our full research and discretionary models, letting clients act with confidence.

Our automated breakout alerts identify high-probability setups across multiple market layers, all derived directly from our proprietary research:

• Equities (+13% average return historically) — Tactical, stock-level breakouts based on our technical framework, with measurable historical performance
• Sectors — Emerging sector leadership derived from TA Sector Rotation Reports
• Style & Factor — Insights across large-, mid-, and small-cap segments, growth vs. value tiers, and factor leadership (momentum, high beta, value, quality, low volume, size) derived from TA Style & Factor Reports
• Global Markets — Structural leadership trends derived from TA Global Leadership Reports

Equities alerts highlight actionable, short-term opportunities; while sector, style/factor, and global alerts provide a research-driven view of broader market structure and leadership trends.

Clients can submit requests for customized charts and visual analysis at any time. This service allows clients to explore market structure, trends, and technical patterns tailored to their specific interests or portfolios, extending the application of our research framework on demand.

Our Monthly Portfolio Health Assessment provides a clear, actionable view of your portfolio’s overall health from a technical research perspective. Each month, we analyze your holdings to highlight potential vulnerabilities, areas of overexposure, and missed opportunities, helping your team understand how your portfolio aligns with broader market trends and factor exposures.

Key features:

• Portfolio Health Insights: Identify areas where your holdings may be overexposed to weakening factors or underexposed to areas showing strength.
• Technical Risk Indicators: Highlight emerging trends, support breaks, or regime shifts that could impact portfolio performance.
• Actionable Commentary: Delivered in a concise PDF report, with optional discussion calls for clarification or deeper analysis.
• Non-Advisory: This service provides analysis of current holdings only and is not personalized investment advice or a recommendation to buy, sell, or hold any security.

Stay informed about your portfolio’s structural strengths and weaknesses and make better-informed internal discussions — all through objective, research-based insights.

Our Quarterly CIO Briefing provides a live, in-depth review of current market conditions across indices, sectors, global markets, and macro trends. Clients gain insight into our latest market outlook, portfolio positioning, and emerging opportunities.

The session concludes with a live Q&A, giving clients the chance to explore topics of interest, ask technical questions, and discuss strategic implications directly with our research team.