THE SIGNAL
Free forever. Zero noise.
Every week, I break down the GRID, the economy, and what it means for your money — straight to your inbox. No paywall pretending to be a newsletter. No affiliate links dressed up as advice.
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The Weekly Macro Letter, straight to your inbox — the main thing.
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Daily takes on markets, macro, and the GRID in real time.
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Long-form breakdowns of the forces actually driving the economy.
SubscribeSharper, professional-context takes on capital, careers, and AI.
ConnectVisual breakdowns of the GRID and the ideas behind it.
FollowWeekly Macro Letters — Direct analysis on the GRID, the economy, and your money.
The GRID Framework — Full access to my seven-layer system.
Public Portfolio — My $15,000 portfolio, documented transparently.
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THE THESIS
Everything in The Signal, plus everything I don't publish anywhere else — the full $150,000 portfolio, my position sizing, and the research I keep off every free channel.
What's inside
The $150,000 Portfolio, Unlocked — Position sizing, conviction levels, exact entry and exit logic.
SMEG Deep-Dives — Institutional-grade research on AI, space, energy, and compute.
The Asymmetric Bet Filter — My proprietary mental models for finding massive-upside investments.
Exclusive Long-Form Research — Deep essays, books, and frameworks you won't find on any free channel, delivered straight to you.
Community Access — Connect with builders compounding wealth.
I'm keeping The Thesis small on purpose while I onboard the first cohort. Request an invitation and I'll personally review it.
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