The three disciplines.
Investment Research
Equity research across macro strategy, sector deep-dives and single-security analysis — spanning the NYSE and NASDAQ. Bespoke single-name and thematic theses are commissioned to the same published standard as the MCH Research book.
Strategic Advisory
Independent counsel on portfolio positioning, risk and market-structure shifts — the AI capital cycle, commodity cycles and emerging-market dynamics. Advice is general and structural; it is not a personal recommendation.
AI & Public Policy
Thought leadership on AI regulation, ethics and the intersection of artificial intelligence with financial markets and enterprise software — commentary, briefings and speaking.
Every engagement is built the same way.
A single falsifiable claim, the measurable indicators that test it, and the pre-committed evidence that would change the view. No house view to defend; no conflict to manage.
Claim
A single, falsifiable thesis with a triangulated fair value and an explicit verdict on the rating scale.
Indicators
The handful of measurable signals that would confirm or break the claim — disclosed, not implied.
Kill switch
The pre-committed evidence that moves the rating, stated before the fact so the discipline is visible.
Bespoke thesis
A commissioned single-name or thematic report, built to the MCH research standard: a falsifiable claim, the indicators that test it, and the kill switch.
Advisory mandate
Independent counsel on positioning, risk and market-structure questions, on a defined scope.
Coverage request
A name added to the published research universe, where it meets the coverage criteria.
Media & speaking
Commentary, briefings and speaking on AI, markets and the macro cycle.
MCH Advisory Services is not a registered financial services provider. Advisory work is general and structural in nature and is not personalised investment advice.