Description of U.S. strategy coverage areas

U.S. strategy meets the needs of the U.S. focused investor. This package provides access to publications, major models, key charts and tables for the following coverage areas.


Lead Strategists 

Coverage Area

Ed Clissold

Ed Clissold, CFA
Chief U.S. Strategist

U.S. Equity research offers comprehensive, objective coverage of the most important trends in the U.S.stock market including broad market, U.S. asset allocation, styles, market capitalization, and equity themes.

Joe Kalish

Joe Kalish
Chief Global
Macro Strategist


Fixed Income research offers a comprehensive analysis of monetary policy, supply-demand, and correlation balance with regularly identifying risk for bond investors. 

Pat Tschosik

Pat Tschosik, CFA, CMT
U.S. Sector Strategist

U.S. Sector Strategy research offers expert insights and quantitative tools for identifying the underlying U.S. equity industry trends that matter. Our industry approach begins with a top-down macro perspective of U.S. industries that can be an important complement to traditional bottoms-up analysis.

Warren Pies

Warren Pies, ERP
Energy Strategist

Commodities research offers coverage of the commodity complex and commodity stocks. Our research is primarily focused on energy and gold.

Veneta Dimitrova

Veneta Dimitrova
Senior U.S. Economist

U.S. Economics research creates the macro backdrop for research, analysis, and strategy. We strive to gauge underlying U.S. trends ahead of consensus by analyzing headline statistics, as well as secondary and tertiary economic reports, all while providing clients with an objective weight of the evidence approach.

Brian Sanborn

Brian Sanborn, CFA
Director of Research Applications


Stock Selection provides unique stock screening and portfolio analysis tools, in-depth actionable commentary (including themed baskets), and detailed stock information for both U.S. and European stocks.

Ned Davis
Senior Investment Strategist


Ned's Insights offers weekly insights from, our founder and renowned market historian, Ned Davis. In three weekly publications called Hotlines, Ned applies his weight of the evidence philosophy and risk management focus to objective, disciplined research of the most important trends in the market.


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Top-down, objective research on the most important trends in the U.S. stock market

Any product examples provided on this page are offered for illustrative purposes only and are not intended to reflect current opinions or views of NDR and its research team. Using any graph, chart, formula or other device to assist in deciding which securities to trade or when to trade them presents many difficulties and their effectiveness has significant limitations, including that prior patterns may not repeat themselves continuously or on any particular occasion. In addition, market participants using such devices can impact the market in a way that changes the effectiveness of such device. Please see important additional disclaimers here: