Terms of service
Effective Date: Jan 7, 2026
These Terms and Conditions (“Terms”) govern your access to and use of the website, publications, and related services (collectively, the “Services”) provided by Sage Road Research, an Idaho limited liability company (“Sage Road Research”, “we”, “our”, or “us”). By using our Services, you agree to be bound by these Terms. If you do not agree, please do not use our Services.
These Terms may be updated from time to time at our sole discretion. Continued use of the Services after changes are made constitutes your acceptance of the revised Terms. We recommend reviewing this page regularly.
1. Access and Registration
To access certain Services, you may be required to register and provide accurate, current, and complete information. We reserve the right to deny or terminate your access if information is inaccurate or incomplete.
2. Authorized Use
You may use our Services solely for lawful purposes and as expressly permitted by these Terms and, if applicable, your subscription agreement. You agree not to: Distribute, copy, republish, or transmit any content without our prior written permission. Modify or create derivative works based on our content. Use any automated means to access, scrape, or copy data from our site.
3. Proprietary Information
All content, publications, analysis, videos, and tools made available by Sage Road Research (the “Content”) are the property of Sage Road Research or its licensors. Content is protected under U.S. and international copyright, trademark, and intellectual property laws.
You are granted a limited license to display on your computer, download, print and use the content of the Website and the Social Media Sites only for your personal informational purposes. If you purchase or subscribe to our Publications, you are granted a limited license to display on your computer, download, print and use the content of the Publications only for your personal informational purposes You may not modify any content that you use. You may not use the content in the Publications, on the Website or on any of the Social Media Sites for any commercial purpose.
The Publications may not be copied, distributed, republished, uploaded, posted, or transmitted in any way without the prior written consent of Sage Road Research, except that you may print out a copy of the Content solely for your personal use. In doing so, you may not remove or alter, or cause to be removed or altered, any copyright, trademark, trade name, service mark, or any other proprietary notice or legend appearing on any of the Publications. Modification or use of the Content except as expressly provided in these Terms of Use violates Sage Road Research’s intellectual property rights. Neither title nor intellectual property rights are transferred to you by access to this site.
You may not use our logos, trademarks, or branding without prior written consent.
4. Not Investment or Financial Advice
Sage Road Research is not a registered broker-dealer, investment adviser, or financial planner. The Content is for informational purposes only and does not constitute personalized investment advice, recommendations, or an offer to buy or sell any security.
You acknowledge that: The Content is general in nature and not tailored to your financial situation or objectives. You are solely responsible for any investment decisions made based on our Content. Independent professional advice should be sought before making investment decisions. We do not owe you any fiduciary duties.
5. Hyperlinks and Third-Party Content
The Services may contain links to external websites not owned or operated by Sage Road Research. We are not responsible for the content, accuracy, or reliability of such third-party sites and do not endorse them. Use these links at your own risk.
6. Submissions
If you provide feedback, suggestions, or content (“Submissions”) to Sage Road Research, you grant us a royalty-free, perpetual, irrevocable, and non-exclusive license to use, reproduce, and distribute your Submissions for any purpose. We are not obligated to treat Submissions as confidential.
7. Security and Passwords
You are responsible for maintaining the confidentiality of any login credentials provided to access the Services. Sharing credentials is strictly prohibited. If we detect misuse or unauthorized access, we may suspend or terminate your access.
You agree not to use the Services to compromise security or disrupt operations. Prohibited actions include attempting to breach the site’s security, distribute malware, or gain unauthorized access to systems.
8. Disclaimers
THE SERVICES AND CONTENT ARE PROVIDED “AS IS” WITHOUT WARRANTIES OF ANY KIND, whether express or implied. We disclaim all warranties including, but not limited to: Fitness for a particular purpose. Non-infringement. Accuracy, timeliness, or completeness of content.
We do not guarantee uninterrupted access or error-free operation. You are responsible for implementing safeguards to protect your systems.
9. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL SAGE ROAD RESEARCH, ITS EMPLOYEES, OFFICERS, DIRECTORS, AGENTS, OR AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR EXEMPLARY DAMAGES, INCLUDING LOSS OF PROFITS OR DATA, ARISING OUT OF YOUR USE OF THE SERVICES.
Our total liability shall not exceed the amount you paid us, if any, in the twelve (12) months prior to the claim or $100, whichever is greater.
10. Indemnification
You agree to indemnify, defend, and hold harmless Sage Road Research and its affiliates, officers, directors, employees, and agents from and against any claims, damages, losses, or expenses arising from your breach of these Terms, misuse of the Services, or violation of law.
11. Trademarks and Copyright
All intellectual property on this site is protected by U.S. and international laws. Unauthorized use may result in significant legal liability, including statutory damages up to $150,000 per infringement under the U.S. Copyright Act.
12. Legal Compliance
You agree to use the Services in compliance with all applicable laws, regulations, and third-party rights. Sage Road Research does not intentionally source or distribute insider or non-public information.
13. Governing Law and Jurisdiction
These Terms are governed by the laws of the State of Idaho, without regard to conflicts of law principles. You consent to the exclusive jurisdiction and venue of the state and federal courts located in Ada County, Idaho, for all disputes arising out of or relating to these Terms.
14. Termination
We reserve the right to suspend or terminate your access to the Services at any time and for any reason, including but not limited to violation of these Terms.
15. Free Trial Terms
We may from time to time offer a free trial subscription to new users. Eligibility is limited to one free trial per user. The free trial begins on the date of registration and unless sooner terminated continues for the stated trial period (the “Free Trial Period”).
Unless otherwise specified, full access to the publication is provided during the Free Trial Period. We reserve the right to modify or terminate free trial subscriptions at any time, without notice. All terms, conditions, limitations, and policies contained in these Terms of Service apply to the free trial and your use of the publication during the Free Trial Period, to the same extent as if you were a paying subscriber.
16. Entire Agreement
These Terms, together with any subscription or service agreements you enter into with Sage Road Research, constitute the entire agreement between you and Sage Road Research regarding your use of the Services.
Contact Information
For questions regarding these Terms, please contact:
Sage Road Research
106 Sage Road
Ketchum, Idaho 83340
sageroad@sageroadresearch.com
(203) 913 - 9262