A lightweight, low-friction way to tap into the same institutional-grade research engine that powers our full-service clients. Delivered straight to your inbox in plain English and easy-to-scan charts.
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A daily (often intra-day) feed of everything our analysts, quants, and macro strategists are seeing—delivered straight to your inbox in plain English and easy-to-scan charts. No calls, no contracts, no custom work, just the cleanest, most actionable data we publish, every trading day.
This is not a diluted "retail" version of our research. Every chart, model output, and insight is pulled from the exact reports our full clients receive. The only difference is customization: substack readers receive the standard distribution, while retainer clients can request bespoke analysis.
100% drawn from the live research suite, no filler, no fluff. Total: 25-30 posts per week.
Daily, 7:00 AM ET
Pre-open macro & earnings summary with the latest analyst notes and market developments
Daily, 7:15 AM ET
One-page snapshot with a single high-conviction equity idea and detailed analysis
Daily, 12:00 PM ET
Headline-driven analyst notes and quant flag changes as markets develop
Daily, 3:30 PM ET
Technically-driven, near-term opportunity set with actionable trade ideas
Sunday Evenings
Week-ahead macro calendar, policy & rates dashboard with key economic insights
First Business Day Monthly
Rotating 11-sector scorecard with allocation tilts and sector rotation analysis
As Published
ESG, dividend, activism, IPO & thematic snapshots covering market opportunities
3-4x Per Week
Model output from Pre-Revenue, Growth/Dividend, Micro-Cap Pharma & Revenue Tracking frameworks
Monthly
Rate forecast heat-map and curated yield ideas with duration and credit analysis
This is an example of what you'll receive each trading day. Content and timing will vary based on market conditions and research priorities.
CPI revision, Q4 earnings pre-reads, quant factor rotation
Initiate on under-the-radar industrial SaaS name, 38% upside to base-case
Utilities sector hits 2σ oversold on our regime model
Breakout watch-list, 3 small-caps with volume & momentum confirmation
Fedspeak recap, overnight ADR moves, earnings calendar shift
REIT with pricing power and 5.8% dividend coverage
Pre-Revenue Model flags oncology name after Phase-II catalyst
ECB pushback, 2-year auction tails, Energy weight raised to benchmark +400 bps
Med-tech initiate with 30% FCF inflection, Post-Fed tactical update
Week-wrap, largest quant factor moves, catalyst map
Macro Trends: 5 charts for next week, Fed probabilities
Our newsletter serves a diverse range of finance professionals and enthusiasts seeking institutional-grade insights.
PMs at funds that already run internal models but want an objective second set of eyes on market opportunities and risks.
Looking for high-frequency, conflict-free screeners and independent analysis to support investment decisions.
Teams that need unbiased, client-ready talking points and independent research perspectives for client discussions.
Fin-Twitter, newsletter writers, or finance students who want to reverse-engineer institutional-grade work and analysis.
Anyone who simply isn't ready for a full retainer but refuses to compromise on research quality and institutional insights.
Smaller investment firms seeking institutional-grade research without the full retainer commitment and costs.
Flat rate. No commitment. Cancel in two clicks, no hoops. Get the same institutional-grade research our full-service clients receive.
Welcome aboard, let's find the next edge, together.