Every morning · 3–5 ideas
Concrete ideas across stocks and forex. Each one carries its signal tag (the public data it came from), so you can check the work yourself. Research signals, not financial advice.
Preview sample dataMarkets
Snapshot pending
A new House disclosure puts WBD on the research watchlist; the filing lag means this is not a real-time entry signal.
Source: disclosures-clerk.house.gov
A new House disclosure puts PG on the research watchlist; the filing lag means this is not a real-time entry signal.
Source: disclosures-clerk.house.gov
Crowded shorts create a mean-reversion watch, not a directional prediction.
Source: publicreporting.cftc.gov
Crowded shorts create a mean-reversion watch, not a directional prediction.
Source: publicreporting.cftc.gov
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From the FX playbook
Board snapshot pending
Snapshot dataOn the horizon
Full position histories, the complete congressional + 13F trade database, and deeper daily dives. Join the free list to hear about it first.
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Everything on this page is a research signal drawn from public data, not financial advice. Do your own homework before putting money anywhere.
How the briefing works
Each idea is tagged with the public record behind it, and each one links to the source so you can check it yourself.
Quarterly SEC filings from Berkshire Hathaway, Scion Asset Management (Michael Burry), Duquesne (Stanley Druckenmiller) and Pershing Square (Bill Ackman). Only brand-new positions versus the prior quarter become ideas. 13Fs show quarter-end holdings, so they lag.
House and Senate periodic transaction reports, each linked to the official filing. Members file weeks after they trade, so these are records to research, not real-time signals.
The CFTC's weekly Commitments of Traders report shows where leveraged money is crowded in yen futures. Carry spreads and the day's biggest FX movers are computed from live quotes.
S&P 500, Nasdaq, Dow, Bitcoin, Ethereum, major FX pairs, the 10-year Treasury yield, gold and WTI crude, with day change from the previous close.
