Casey Research
  • Quality of Information
  • Features
  • Product Range
  • Value for Money
  • Reputation
Comments Rating 2 (1 review)


Casey Research is an investment publication service.

Although I do not think that Casey Research is a malicious scam, their reputation isn’t the best and they don’t offer refunds as standard.

Proceed with caution.


  • The information may help you make more informed investment decisions.


  • No refunds as standard.
  • Not personalised investment advice.

Financial Disclaimer: no part of this review should be interpreted as financial advice. The content is for informational purposes only. Payments and Ownership: I DON’T own or work for Casey Research. If you have payment issues or need to get a refund – you’ll need to contact Casey Research directly. ALWAYS make sure that you understand the payment and billing arrangements BEFORE subscribing or buying anything. Opinion Disclaimer: the content in this review is ultimately a reflection of my own opinions and is not intended to malign any religion, ethnic group, club, organization, company, individual, anyone, or anything.

Name:Casey Research
Real owner:Doug Casey
Platform:The Agora
Type:Investment publications
Money-back guarantee?No
Rating:2.1 / 5
Recommended?Caution advised (refunds and billing)
How to join?Via website + phone

When it comes to investing, you can either try to figure stuff out on your own – or leverage the knowledge of an expert.

And for many folks who want to skip the leg work and just get to the money making part – investment newsletter services are an attractive choice.

But quite often – following the advice blindly can yield disastrous results.

Because some of these publications are arguably crafted primarily to generate subscription fees for the founders – resulting in ‘filler’ content that could cost you big.

But there are some hidden gems out there.

So, is Casey Research a scam – or a legitimate publication service that can help you grow your wealth?

That’s what I’ll be revealing in this honest and real Casey Research review.

What is Casey Research?

Casey Research is an investment publication service that offers several premium newsletters.

Casey Research says that they don’t like trying to play the game of guessing tops or bottoms – and instead prefer to look for ‘quality plays’ in trending markets.

The companies selected tend to be undervalued, small-cap, and confer upside potential.

This means that a fair degree of volatility is to be expected.

As such, the core product – The Casey Report – is supposedly able to show you how to manage your risk whilst maximising profits by identifying the major drivers of the US and global markets.

More on the products offered by Casey Research in just a moment.

Screenshot of the Casey Research website.

Image source:

Who’s Behind Casey Research?

I believe that Casey Research is part of The Agora publishing network.

Doug Casey is cited as the founder of Casey Research, who is a best selling author and known for his contrarian approach to investing – that often takes an anarcho-capitalist perspective.

The other editors associated with Casey Research include: Nick Giambruno, E.B. Tucker, David Forest, and Marco Wutzer.

What Does Casey Research Offer?

Casey Research presents a selection of premium newsletters alongside the free articles listed on their website.

They are as follows:

  • The Casey Report – $199.
  • Crisis Investing – $3,000.
  • International Speculator – $2,500.
  • E.B. Tucker’s Strategic Investor – $199.
  • E.B. Tucker’s Strategic Trader – $3,000.
  • Disruptive Profits – $3,500.

Is Casey Research a Scam or Not?

Based on what my research has uncovered, coupled with my experience of reviewing these types of investment publication services, I’m inclined to say that Casey Research is a legitimate source of investment information and NOT a scam.

However, there are a few points to consider before getting involved with Casey Research.

I’ll discuss these issues in just a moment – right after I’ve shown you the Casey Research reviews that I found online.

Casey Research Reviews

There aren’t a huge number of reviews available online from reputable resources that I would trust at the time of writing.

But I was able to find some user reviews from the following public review sites:

  • BBB – not accredited – 1/5 stars (2 reviews).

Good Casey Research Reviews

The online user reviews were pretty scathing.

As such, I couldn’t actually find any positive points being listed in the public domain regarding Casey Research.

With that said, quite often happy customers will remain quiet – whilst those who are upset may be more inclined take to the internet to tell everyone of their unpleasant experience.

Casey Research Complaints

Looking through the Casey Research reviews linked to above, I was able to identify the following complaints:

  • Unable to get a refund.
  • Pump and dump allegations.
  • Difficulty cancelling.
  • Unable to access purchased products.
  • Hype-based marketing.
  • Losing money on picks.
  • Lots of promotional emails.

Casey Research – What You Need to Know

In light of the above user reviews – coupled with the same recurring issues that I see when reviewing these types of investment information services – here’s what I think you need to know before handing over your hard earned cash to Casey Research.

1: Don’t Fall For The Hype

If you look through the terms and conditions of pretty much any of these sorts of services – you’ll see a disclaimer that says their products do not offer personalised investment advice.

And this is true of Casey Research.

However, this can be quite easy to forget when viewing the sales literature, webinars, or listening to a sales rep on the phone as you think about purchasing a service.

Because as backed by the user reviews above, it’s been my personal experience that many of these publication services will use aggressive hype and fear based marketing to get you to sign up.

I’ve written a LOT of sales letters over the years and I can tell you for a fact that professional copywriting tactics are usually used to pen these sales pages.

As for Casey Research, they do appear to have toned down their front end sales pitch.

But you have to phone up to order the products.

Which will give the sales rep the chance to ‘assume the sale’ and use other techniques to get you to buy.

Irregardless, I suggest that you remember that these services simply provide you with additional information that could help you make more rounded investment decisions.

They are not explicit instructions to buy or sell.

And they certainly should NOT be viewed as vehicles to help you get rich quick.

2: No Refunds as Standard

Many of the complaints listed above are in regards to not being able to get a refund.

And if you look at Casey Research’s Terms of Use – it actually says that all fees are NON-REFUNDABLE unless otherwise stated.

Looking at the BBB site, it does look like some folks were able to get a refund if they caused enough fuss.

But the process doesn’t look easy.

So, I would go into this with the expectation of not being able to get your money back.

3: Don’t Forget to Cancel

It looks like once you’ve made a purchase, it will automatically renew after the ‘term’ has ended.

Furthermore, the Terms of Use state that Casey Research reserve the right to ‘…CHANGE ANY PRICE, FEE, RATE OR PLAN AT ANY TIME UPON NOTICE TO CUSTOMER…’.

Which could result in an unpleasant surprise if you end up getting automatically billed 12 months later with little recourse for getting a refund.

As such, I would clarify the billing agreements with the sales rep over the phone before ordering and make a note of the renewal date.

To cancel effectively, you need to give 1 day’s notice before the rebill is due.


  • The information may help you make more informed investment decisions.


  • No refunds as standard.
  • Not personalised investment advice.

Conclusion: Not a Scam – But Be Careful

As I said earlier, I don’t think that Casey Research is a malicious scam of sorts.

But I don’t like the fact that they won’t offer you a refund as standard.

I’ve reviewed most of the investment publication services that operate under The Agora network, and I feel that Casey Research is one of the less attractive services by comparison based on the user reviews and the refund and billing terms that I’ve already highlighted.

Now, I’m not going to go ahead and say that you shouldn’t sign up to their services because there could be plenty of happy customers that have not spoken out.

So in conclusion, I would advise that you proceed with caution in regards to how you interpret and act upon the information you receive, and the risk of not being able to get a refund.

If you’re a satisfied customer of Casey Research (or an unhappy one!) let me know about it in the comments section at the end of this post.

What’s the Alternative?

If you want to cut to the chase and get high quality investment information in a range of sectors – then I highly recommend Capitalist Exploits.

Because even though not many people know about them, they are picking up near perfect reviews on the major review sites like Trustpilot from their handful of select subscribers.

Click the button below to learn more.

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