We are thrilled to announce the launch of Trahan Macro Research. After six months of hard work setting up the new firm, Francois and his team are back and focused on the macro backdrop once again.
The events of 2020 have left us with a macro puzzle that will take time to solve. Truth be told, the broader context for stock picking probably matters more today than ever before.
As a boutique firm, we choose to prioritize in-depth research and meaningful exchanges with clients and sincerely hope to help investors navigate the most profitable path forward. Our plan for now is to open research access to everyone. Simply fill out the form on this page to receive our work regularly.