Reader guide

How to read
The Desk.

Content calendar

Eight ways to follow the research

ArticlePublish time or cadenceWhat to expect from it

MorningEach market morning, before the open.Premarket things to watch.

CloseAfter the close, on trading days.Update on the trades we made and why across three portfolio strategies: rule-based EMA, autonomous, and conviction buy and hold.

Daily InsightDaily; one name at a time.Hypothesis on a stock in the universe; what we've been working on (the long-term research watch list, one name at a time).

Deep DiveEvent-driven: whenever a stock is added as a long-term position.When a stock is added as a long-term position, we provide a deep dive: its sealed hypothesis and dated-horizon record.

EarningsOne post per day during earnings season, wrapping every hypothesis that reported.Updates hypotheses when they exist; a company named in the Morning note may also receive a filing-driven call without a hypothesis.

Library GuidePublished when there is something useful to unpack.Plain-language investing education; evergreen; no calls, no hypothesis seal; never displaces the Daily Insight.

Topic Deep DiveOne to two per month.Topic-driven longform on an industry, macro, rates, political or geopolitical implications without taking sides, or a market mechanism; one sealed posture, horizon, and flipping condition. A linked hypothesis is optional, but the call is still required.

Sunday EditionWeekly, on Sunday.The week ahead: weekend news; SPY and QQQ against their averages; options positioning; VIX; upcoming events and major earnings with their impact on our names; sector headlines where relevant.

01 · The record

Start with what the portfolio did or sealed.

Morning and Close frame the trading day. Daily Insights record names on the long-term research watch list. Adding a long-term position creates a Deep Dive. Earnings updates the hypotheses already on file. Every format starts from a recorded action, question, or checkpoint.

02 · The call

The call tells you where we stand.

A call records the stance, the level or the reason no honest level exists, the time horizon, what to watch, and what would prove the idea wrong. Formats without a call simply leave that section out.

03 · The flagship

Sunday frames the week for the portfolio.

The Sunday Edition is the flagship: weekend news; major market benchmarks against their averages; options positioning; market risk and sentiment; upcoming events and their impact on our names; and sector headlines when there is something worth sharing.

04 · The evidence

Follow the evidence behind the idea.

Each publication shows the sources and receipts behind its claims. When something cannot be verified, we leave it out rather than guess.

05 · Account status

Live account, historical performance record.

The portfolio now uses a live brokerage account. The performance record published here was built during the earlier paper period, so it is not a live-account return. Live-account performance will be identified separately after broker fills are verified.

06 · The dated record

Read the receipt alongside the research.

Every publication carries a dated receipt showing what The Desk put on the record and when. Open the cited sources to follow the evidence, then compare later updates with the original. Corrections are added as new records, and withdrawals remain marked so the history stays clear.

How the receipts work →