Weekly · Every Thursday
Read before the move.
Macro views, cross-border capital flows, and the events markets price too slowly — with every thesis documented before the position.
Standard
Free- ↗Monday market-setup note
- ↗Selected macro commentary
- ↗Monthly portfolio performance summary
Premium
Paid- ↗Full weekly issue + every published note
- ↗Complete paper portfolio with all documented theses
- ↗Wednesday event notes
- ↗Monthly recaps vs. both benchmarks
- ↗Direct reader contact
Free tier includes the Monday setup note and monthly performance summary. Premium unlocks the full Thursday issue, Wednesday event notes, and the complete documented portfolio. Not investment advice.