The macro research desk for self-directed investors

Live narrative intelligence

Stop reading scattered market noise.
Start with the desk.

1 live narratives. Public, monitored, and still on the board for a reason.

Desk 10 buildingApr 30, 11:31 PMPublic track record

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Live narratives

1

Current board size

In prepare

0

Timing setups, not sized yet

Last sweep

Apr 30, 11:31 PM

Latest public refresh

Track record

Public

Open notes and outcomes

On the board now

Board preview

Live note

Data-Center Power And Thermal Constraint

The market is paying for AI infrastructure before ETN earnings on May 5, 2026 proves power, cooling, orders, backlog, and margin are still converting.

Catalyst: May 5 · ETN earnings

Public ready

Open note ->

Methodology

A live board, not a feed of cold research notes.

Each narrative is tracked as a living setup with a catalyst, a public expression, and a clear reason it still belongs on the board for a self-directed investor.

How it works ->

Track record

Read what is live now, then check what held up.

The board shows the current desk. The track record shows whether the public notes and baskets actually followed through, instead of hiding behind fresh commentary.

See track record ->