FREE 5-DAY EMAIL SERIES
Read the market like an institution.
The five screens professional desks open before the news, one short email a day for five days. Free. Before you trust us, check our record: every call dated in advance, every miss left up.
Our desk’s dated calls:83 made40 confirmed12 partial8 missed, still publicCheck them →Get day 1 now
Rates, oil, the dollar, liquidity, and how to grade anyone's calls. One short email a day for five days, each with a free live screen.
Free. Data and tools for your own research, never investment advice. Stop the series in one click.
Read day 1 right now
Welcome. For the next five days you will get one short email a day. Each one covers a screen that professional desks keep open, and how to read it yourself for free.
The first habit is the order they look in. Most people start with stock prices. A fund’s morning meeting usually starts with the plumbing underneath them: what money costs (interest rates), what the dollar is doing, and what energy costs.
Every company on the exchange pays for all three. That is why desks read them first.
Tomorrow: the price of money, and the curve bond traders watch.
What the five days cover
- DAY 1The plumbing comes firstWhy desks read rates, the dollar and energy before a single stock.
- DAY 2The price of moneyThe 10-year Treasury yield, and the curve bond traders watch.
- DAY 3Oil and the chokepointsPrice, weekly supply, and the routes where geopolitics turns into prices.
- DAY 4The dollar, liquidity and hard assetsThe dollar index, the money supply, and what gold and bitcoin measure.
- DAY 5How to check anyone’s callsDated calls graded in public, ours included, misses and all.
Why trust the people writing it
Our desk dates every call before the outcome is known, writes down what would prove it wrong, and grades it in public. Nothing gets deleted.
Latest graded calls, misses included
- confirmedIndustrial/logistics is the structural long (reshoring + supply discipline)Made 2026-07-26, graded 2026-10-31
- partialInsurance geography re-sorts demand independent of the FedMade 2026-07-26, graded 2026-10-31
- partialUS equities grind higher on earnings while breadth-driven correction risk stays elevated — strong fundamentals, fragile priceMade 2026-07-26, graded 2026-10-28
- partialBitcoin is in a mid-cycle liquidity-drain consolidation, not a confirmed cyclical topMade 2026-07-26, graded 2026-10-28
- confirmedDistillate stays tight and cracks stay elevated — a product-margin call, explicitly not a crude flat-price callMade 2026-07-26, graded 2026-10-24
- missedCalifornia cold-storage operating-cost disadvantage widens further through 2026Made 2026-08-01, graded 2026-10-07
Built for one person, not a trading floor
A Bloomberg terminal runs about $2,000 a month and is built for institutions on corporate money. The series is free. If you want the full desk afterward, the Intel Suite puts these screens, the chokepoint map and the dated calls in one place, with 7 days free.
Get day 1 now
Rates, oil, the dollar, liquidity, and how to grade anyone's calls. One short email a day for five days, each with a free live screen.
Free. Data and tools for your own research, never investment advice. Stop the series in one click.