Sector markets, in 45 seconds every morning
A free daily email. What moved yesterday, which theses are still open, and — only on the days there is one — a new thesis: with its reference price, how to get exposure, and what would have to happen for it to stop holding.
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What arrives every morning
What moved
The sectors that actually moved in the session, each with one sentence on why. Not eight, not all of them: the three that matter. This ships every day, quiet ones included.
Your open theses
Every published thesis stays live until something closes it, and you see it with its age, its return since the day it was published, and the literal invalidator we wrote back then. No edits after the fact.
New thesis
Only when a signal clears the threshold. It carries the vehicle you can buy from a European broker — with its ISIN — the US ticker if you trade there, the reference price, and what would break it.
What you will not find
No personal recommendations: we know nothing about your situation and will not pretend otherwise. No filler days: if no signal clears the threshold, the email says so and ends there. And no figures you cannot check — every number in the prose is traced against what is published next to it before it ships.