ABOUT US
OUR HISTORY
Phoenix Capital Research was founded in 2009, in the aftermath of the financial crisis, to give individual investors something the major financial institutions reserve for their largest clients: independent, unvarnished analysis of central bank policy and where it is driving the markets. Today more than 30,000 clients in over 50 countries rely on that research. We don't broker deals and we don't manage funds. We get paid only when our analysis is worth paying for.
Our work is built on the macro framework of our founder, Graham Summers, who coined the term "the Everything Bubble" in 2014, years before it entered the vocabulary of Wall Street and Washington, and who now serves as the Macroeconomics Fellow at the Homeland Defense Institute. That framework is the foundation of our flagship publication, Private Wealth Advisory, whose model portfolio has maintained a win rate of 72% since 2015 and whose total returns have doubled the S&P 500 since 2020.
Our readers include hedge fund managers, family offices, and executives at the world's largest financial institutions. But the vast majority are individual investors who understand that the consensus view is already priced in, and who want a real edge over it. That is who we built this firm for.
OUR FOUNDER
Graham Summers, MBA is a world-renowned expert in central bank policy and its impact on the financial markets. In 2014, he coined the term "the Everything Bubble" to describe the distortions created by a decade of central bank intervention. The phrase has since become part of the standard vocabulary of Wall Street and Washington, appearing in the Wall Street Journal, the New York Times, and the Economist, and even the current Secretary of the Treasury, Scott Bessent, titled a 2023 essay "The Crackup of Today's 'Everything Bubble'" before taking office. Graham's best-selling book of the same name remains one of the definitive accounts of the era, and his follow-up, *Into the Abyss* (2024), examines what comes after.
Today Graham operates at the intersection of Wall Street, Washington, and the global resource sector. He serves as the Macroeconomics Fellow at the Homeland Defense Institute and is actively engaged with policymakers in Washington, DC on critical minerals and national security. He also consults directly with critical mineral explorers, developers, and producers, giving him a rare vantage point that spans policy, capital, and the ground floor of the resource industry. His expertise has made him sought after by both the private and public sectors, including invitations to closed-door federal recruiting events alongside senior private equity and investment banking leaders.
As Chief Market Strategist at Phoenix Capital Research, Graham has spent more than 20 years analyzing central bank policy and its impact on the financial markets, personally reviewing over 1,000 businesses and countless investment opportunities across every major asset class. His research is read by institutional and individual investors around the world through *Private Wealth Advisory* and *Gains, Pains & Capital*, and his clients have outperformed the markets during some of the most volatile periods in modern financial history. His insights have been featured in dozens of media outlets including CNN Money, Fox Business, Rolling Stone Magazine, Crain's New York Business, and The Huffington Post. He earned his MBA from the Fuqua School of Business at Duke University.
Graham Summers, MBA | Founder and CEO, Phoenix Capital Research | Macroeconomics Fellow, Homeland Defense Institute
INVESTMENT RESEARCH
BOOKS
