Very simply, our goal is to produce the institutional quality market research that we have for decades, but make it accessible to anyone.

As concisely as possible, we will share the same insights, analysis, charts and ideas that we evaluate in making our own investment decisions.

Subscription Content

  1. Top-down insights on the economy and markets
  2. Fundamental analysis on sectors, stocks and corporate bonds
  3. A summary of key charts we are watching
  4. Screens to help filter for long/short ideas
  5. Weekly one-pagers showing performance across asset classes
  6. Primers on various markets, especially corporate credit
  7. Occasional posts on personal finance


We like avoiding useless emails as much as you, which is why we keep things concise, insightful and actionable.

Signing up is free. Unsubscribe anytime. No spam. No third parties will ever see your your data.


We each have 20 years of finance experience - managing money, advising institutional investors, writing research and analyzing stocks, credit and macro markets.

One of us spent most of his career on the sell-side - a managing director and head of investment grade, high yield and leveraged loan credit strategy.

The other, a research analyst and portfolio manager at several hedge funds focused on distressed debt, high yield and public equities.

We use the content on this platform to manage our own portfolios and hope you can too.