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Running four models across every market I follow throws off more than a portfolio. It throws off findings, and the letter is where those go. One thing a week, whatever the work produced, under a thousand words.

There is no welcome sequence, no funnel and no daily digest of things you did not ask for. Unsubscribe in one click and I will not chase you.

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AND IF YOU WANT THE REST OF IT

The letter comes out of a working portfolio. That is available too.

Nothing on the free list is a trailer for this. Plenty of readers stay on the letter for years and never want the rest, which is a perfectly good outcome. If you do want it, here is what it is and what it costs, so nobody has to go looking for a number.

Macro & Megacaps: SignalsThe four models each morning, and the portfolio they build.$3,000/yr, or $400/mo

Macro & Megacaps: Signals & ResearchThe same, plus the macro note twice a week and the deep dives.$5,000/yr, or $600/mo

Commodities: SignalsA second portfolio on a separate universe. $2,000 beside either rung above.$3,000/yr, or $400/mo

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No hurry either way. Read the letter for a few months first, which is what it is there for.