Intelligent Investor


Click here to learn more about Mike Stathis and his investment track record

Can Anyone Match Stathis' Track Record and Insights?

Mike Stathis' Track Record on the 2008 Financial Crisis


Our research publications track record may be examined here


The Intelligent Investor is our flagship publication.

We are not a marketing company disguised as a research firm unlike what you often see today.

We do not even spend a single penny towards marketing. 

We don’t sell fear and we don’t prey on greed.

If you’re like others who have been lured by marketing firms which focus more on copywriting hype, false and exaggerated claims, empty promises, and complete lies, we want to inform you that you have finally found the "real deal" with us.

AVA Investment Analytics is a world-class investment research firm.

And our track record is arguably the best in the world since 2006.

Our research department is headed by one of the world's leading investment minds, Mike Stathis.

NOTE: New research subscribers must apply to receive our investment research.

We reserve the right to reject any applicants for a variety of reasons.

If you have completed Boot Camp Series 1 & 2 we will generally wave most of the application process to access our research.  

See here for more information about the Boot Camp Series. 

The Intelligent Investor

The Intelligent Investor is a monthly research publication that arms investors with a very comprehensive and insightful analysis of the global economy, with a focus on the U.S. We present our analysis and forecast for each of the market indexes and ETFs and/or closed-end funds covered in this publication. 

The Intelligent Investor was first published in written format. But we gradually changed to both written and video format. In recent years we have changed to pure video format (usually via live webinars) although we often also provide written notes too accompany the presentations.


The Intelligent Investor has two parts.

Part 1 - Recommended Securities List (a monthly publication)

The Recommended Securities List contains several securities spanning different investment objectives, such as growth, income, etc.

In this portion of the research we analyze each security on the Recommended List.  The analysis for each security in this list is updated monthly.  

We provide monthly discussions of each security, noting relevant points such as valuation, upcoming catalysts, material changes, risks and challenges. We provide active management recommendations for each securities.

The Recommended Securities List typically contains approximately 12 securities. 


Part 2 - Market Forecasts (a monthly publication)

The Market Forecast portion of the Intelligent Investor comprises our research for the “Big 3” emerging markets (China, India, and Brazil). But the main focus is on the U.S. stock market (Dow, S&P 500, and Nasdaq). 

The Intelligent Investor includes monthly market analysis and forecasts for the Dow Jones Industrial Average, S&P 500, Nasdaq, the Chinese, Indian, and Brazilian stock markets (through analysis of the large cap ETFs and/or closed-end funds). 

In addition to a detailed analysis and forecast for each market index/ETF/closed-end fund, this research publication discusses valuations, risk considerations, and provides general guidance for portfolio management. 

Part 2 of the Intelligent Investor contains the same research provided by the Market Forecaster. 

Finally, each issue of the Intelligent Investor contains valuable insights Mike has learned in his years as a Wall Street professional, trader, adviser to hedge funds, pension plans, merchant banker, venture capitalist and investment strategist.

Although the goal of this research publication is to provide subscribers with top-tier investment guidance and insight, it is also focused on educating subscribers so that they become sophisticated investors. 

Thus, in addition to receive world-class analysis and forecasting in both the U.S. and emerging markets, subscribers to this research will also learn valuable skills involved with the investment process.

The Intelligent Investor should be thought of as an ongoing educational program that provides state-of-the-artist insight from one of the world's most creative and accomplished investment minds.

You should note that this publication is not for everyone. Only the most serious and committed investors should subscribe to the Intelligent Investor because each issue is long, very detailed and requires you to do some of your own legwork. This is the cost of becoming a sound and successful investor. 

If you want to have buy and sell alerts sent to you or if you want some red and green light indicators, this publication is not for you. We wish you the best of luck if you choose that route because it's a losing game.

But if you want to become an independent thinker and a much better investor, all you need to do is subscribe and be prepared to put in some work.

It is important to note that we are not financial advisers and we do not provide financial advice. We issue general recommendations which should be customized based on each individual's investment suitability, skill level and other variables outside of our control. 

Finally, you must also be patient and expect to put in several years of effort. There is no other route to becoming a successful investor.


Keep in mind that if you subscribe to the Intelligent Investor, you will have access to research headed by one of the leading investment minds in the world.

We provide generic guidance, but we do not offer personalized financial advice.

At the end of the day, it is up to each subscriber to determine how to best utilize our research.

Below is an example of some excerpts illustrating our market forecasting research.

Mike Stathis predicted the March 2020 Coronavirus market bottom.

Mike Stathis Predicted the market top and bottom in 2022.

And he predicted the next bull market (June 2023) before Wall Street.

Oct 2014 US Market Forecast Excerpts


Mike Stathis Predicted the Coronavirus Bear Market and Nailed the Bottom

Mike Shows You How to Make 100% in 2 Weeks and 200% in 6 months

Did You Own the Best Stock of 2016? Intelligent Investors Did

Mike Stathis is the Only Person to Have Nailed the First and Second Interest Rate Hikes

Mike Stathis Nails the Stock Market Breakout from November 2016 Months in Advance

Our Interest Rate Forecasts Have Yielded HUGE Gains 

Mike Stathis Was The Only Person To Have Nailed The First Rate Hike

Our Clients Avoided Being Exposed To The Market Collapse

Mike Stathis Predicted The August 2015 Stock Market Collapse

Guess Who Advised His Clients To Go To Cash BEFORE The Market Collapse?

The Media Has Banned The World's Leading Investment Forecaster

World's Best Market Forecaster Continues To Be Banned By The Media Crooks

Stathis Nails The Dec 2014 Market Selloff With Stunning Accuracy

Mike Stathis MUST Have A Crystal Ball. He Nailed The Market Correction AGAIN

Excerpts Of The October 2014 Economic And Securities Supplement Audio 2

Who Do You Think Nailed the Latest Market Selloff AGAIN?

Stathis Nails the Market Correction in April 2014

Mike Stathis Nails The Stock Market Correction AGAIN, Top To Bottom

Where Is The Stock Market Headed? Let's Ask The World's Best Market Forecaster

Stathis Nails the Gold & Silver Trade Again

We Predicted The Market Selloff Yet Again

We Nailed The Gold Breakout

More Proof Wall Street Research Is Useless

ANOTHER Security From Our Recommended List Gets Bought Out

We Predicted The Market Correction AGAIN

Does AVA Investment Analytics Have Insider Information?

We Pin-Pointed the Past Two Market Tops And Bottoms

Does AVA Investment Analytics Have Insider Information?

4-Day Gains of 30% for 2011 and 2010 Performance

Another Huge Winner in a Few Weeks

Newsletter Stock Recommendation Soars More Than 25% in Just 3 Days

Can a Book Serve as a Crystal Ball?

Since The Market Lows, Only One Man Continues To Shine

Mike Stathis' Near-Perfect Market Forecasting Record

Another Security from the Intelligent Investor Soars

The Case for Market Timing

Mike's Top 3 Stocks for Long-term Growth

Where Is The Stock Market Headed?

Additional highlights from our research can be found here.

We are not licensed as financial advisers and we do not provide personalized financial advice. It is up to each subscriber to consult a licensed financial adviser in order to make sure our guidance and recommendations fit within their investment profile. We do not provide any refunds, nor do we offer any guarantees. 

By subscribing to the Intelligent Investor, you agree to accept our Subscription Agreement and Terms of Use.

By submitting payment, you agree to have read, understand and agree to all terms and conditions within the  Subscription Agreement and Terms of Use.

You must first obtain approval before you are able to subscribe to this research.   

We only accept Zelle ( for U.S. customers.

Customers located outside the U.S. must send payment via bank wire. 

If you reside in the U.S.A. please send payment via Zelle (

You will need to first contact us to obtain the email linked to our Zelle and to confirm accurate pricing.

If you reside outside of the U.S.A. you will need to send payment via bank wire.

See here to learn how to make payment via bank wire.

Nonprofessional Investors: Intelligent Investor Subscription Options
• 1-Year Subscription: $3,595
• Annual Renewal: $2,995

Financial Advisers: Intelligent Investor Subscription Options
• 1-Year Subscription: $8,495
• 1-Year (for each ADDITIONAL USER): $5,495

Institutional Investors: Intelligent Investor Subscription Options
• 1-Year Subscription: $10,995
• 1-Year (for each ADDITIONAL USER): $7,995

Supplementary Research Videos (Non-Professional Investors)*
1-Year Subscription: $1,995

Supplementary Research Videos (Professional Investors)
1-Year Subscription: $2,995

*You must be subscribed to at least one of our monthly publications to subscribe to the supplementary research videos. Your subscription to this service lasts 12 months as long as you are a research subscriber during that period. You cannot receive access to supplementary research videos to any research publication that has expired.

Mike assists hedge funds, endowments and financial firms as the Chief Investment Strategist of AVA Investment Analytics. He provides clients with proprietary investment strategies, valuation analysis, market forecasting, risk management and distressed securities analysis.

As arguably the only person in the world who predicted the financial apocalypse in detail, Mike was also the only financial professional to have turned bullish at the market bottom.  This spurred the initiation of our first research publication, the Intelligent Investor. 

Mike's amazing insights combined with the accuracy of his investment and economic forecasts has has positioned him as one of America's most astute and creative financial experts.

Prior to forming AVA Investment Analytics, Mike worked at UBS, followed by Bear Stearns, where he focused on asset management and merchant banking. He is also the Managing Principal of Apex Venture Advisors. Mike has served as an adviser to various hedge funds, endowments, pension plans, private equity and venture capital funds.