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Your Guide to “Safety-First” Profits

InvesTech Research is an independent research firm dedicated to producing in-depth analysis of the stock market for the individual investor.  In a market environment largely devoid of risk management, we aim to provide a valuable perspective. 

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Presentation Videos

The InvesTech Research Analytical Team had the pleasure of speaking at the 2024 Glacier Summit Wealth Conference hosted by Stack Financial Management in June. Several recorded presentations from the conference will be made available right here on the InvesTech website over the coming weeks.

A recording of the InvesTech presentation: Time-Tested Indicators for Safety-First Investing is now available to watch, right here on the InvesTech website!

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Can this Wall Street roller coaster stay on track?

Despite renewed technical strength in the market and a slight decrease in inflation, the battle between the bulls and bears is getting even hotter. Several crucial indicators remain in the danger zone. Many macroeconomic indicators that saw improvement earlier this year have since reversed course… These reversals span the economy and have us wondering if things may not be as strong as the market believes. In this issue of InvesTech, we delve into these concerns and many important technical measures while the battle between the bulls and bears rages on…

What Makes Us Different

Based in scenic Whitefish, Montana, InvesTech Research offers a unique “safety-first” conservative investing strategy to our readers located throughout the United States as well as 43 countries around the world. Through our proven proprietary models and objective analysis, InvesTech has a 40-year history of accurately assessing market risk – telling investors when to be most bullish and when to become cautious. View full Track Record here.

InvesTech Research is over 2,200 miles away from Wall Street and we see this distance from mainstream financial industries as a core component of our philosophy and objective methodologies. We love our mountain view and are proud to be “Far From the Madding Crowd,” able to offer our newsletter readers the clear, researched, objective market analysis you rely on to inform your investment decisions.

A Philosophy Based on Experience

Formerly a Project Manager for IBM Research with a number of domestic and international patents to his credit, founder and president Jim Stack has a B.S. in Mechanical Engineering, with post-graduate study in business. After launching InvesTech Research in 1979, Jim began national circulation of his investement newsletter, InvesTech Research, newsletter in December 1982.

Today, InvesTech Research publishes the InvesTech Research newsletter, which has earned widespread recognition for its time-proven risk allocation and conservative investing strategy, as well as its in-depth analysis of the Federal Reserve.

Meet the InvesTech Research Team

A subscription to InvesTech is more than an investment newsletter…

The following subscriber resources are included with a subscription to InvesTech Research. This arsenal of tools will keep you up-to-date with our market outlook, monitor our indicators in real-time, follow news & data releases, and keep tabs on our portfolio recommendations.

InvesTech Issues

The monthly InvesTech Research newsletter contains both monetary and technical analysis and unique research.

Market Insights &
Economic Trends

Keep up with timely economic news and data releases and how these may affect your investing.

Weekly Hotline

Updated each Friday to provide a summary of the week’s important data releases, technical updates, and any changes to the Model Fund Portfolio.

Model Fund Portfolio

View the current investment allocation in our Model Fund Portfolio and access the latest trades as they happen.

InvesTech Indicators

Follow InvesTech’s proprietary technical indicators daily to watch for important breakouts or warning flags.

Daily Data

Daily access to a wide range of stock market metrics, including market indexes, breadth/volume data, and short-term indicators.

Why Subscribe to InvesTech Research?

InvesTech Research is governed by a “Safety-First” investment strategy which is committed to helping you preserve capital, build resilient wealth, and identify tremendous buying opportunities.

  • We have a proven track record. For 40 years, we have successfully navigated volatile markets with our “Safety-First” risk allocation and conservative investing strategy, providing valuable insights to our newsletter subscribers gleaned from our in-depth investment research. View full Track Record here.
  • Over 120 years of data inform our publications. InvesTech has developed one of the largest private databases in the industry including technical, monetary, and macroeconomic data. Through this wealth of market information, we’re able to spot trends and detect patterns that most other research firms miss.
  • Time-proven proprietary indicators and tools. We are unique in our ability to analyze both the monetary policy of the Federal Reserve as well as the technical health of the stock market, and what it means for your investments.
  • InvesTech provides 100% independent, objective analysis. We sell no investment products. We provide fiercely independent research and analysis that you will not get from brokers, mutual fund advisors, and even many investment newsletters.


Rated Best Source of Investment Advice by Kiplinger Personal Finance Magazine.

Best Stock Market Letter

InvesTech Research, which promises ‘safety-first profits,’ has bested the overall stock market over the long haul with less risk. Publisher James Stack analyzes economic, monetary and market data (some going back more than 100 years) to make market calls and recommend allocations. – Kiplinger Personal Finance

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