Disclosures

Clear boundaries make the research more useful.

These disclosures describe the purpose of this publication and the activities Counterweight Research does—and does not—undertake.

01

Proprietary capital only

Counterweight Research and its affiliated trading activity deploy only owner capital. They do not accept outside investments, pool investor funds, manage third-party accounts, or execute transactions for others.

02

General and impersonal information

Content is general, impersonal, and educational. It is not tailored to any reader’s objectives, financial circumstances, risk tolerance, holdings, or portfolio.

03

No offer or solicitation

Nothing on this website is an offer to sell or a solicitation to purchase any security, commodity interest, investment product, or investment-management service.

04

Positions and conflicts

The principal may hold, purchase, sell, or otherwise transact in instruments discussed. Relevant positions, compensation, sponsorships, and other material conflicts should be disclosed with the applicable content.

05

Performance and risk

Investing involves risk, including loss of principal. Past performance does not predict future results. Any performance shown must be accompanied by its calculation methodology, relevant costs, limitations, and risk information.

06

No advisory relationship

Use of this website, subscription to its publications, or communication through its forms does not create an advisory, fiduciary, brokerage, client, or other professional relationship.