The weekly brief

A clearer view.
Every week.

Every Friday we check the portfolio and explain the changes. Follow the story, or find the decision you came for.

Members' desk

All 39 weekly briefs are for members.

Members see what we actually hold and why: every position and its weight, each week's trades with the reasoning behind them, the allocation across the AI layers and crypto, and the thesis for every holding. Membership is free: confirm your email and you're in.

20 current positions
39 weekly briefs
89 trades explained

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A clearer view.Every week.

All 39 weekly briefs are for members.

A clearer view.
Every week.