Choose Your Signal

Two tiers. Full transparency. Every framework, every trade, every mistake documented. No refund policy — because we publish enough free content for you to know what you're getting.

Intelligence
C+ Intelligence
$12/mo
Billed monthly via Substack
Weekly Signal — full 7-level, 9-dimension analysis
Market commentary and trade thesis write-ups
Research previews before full publication
Access to C+ subscriber-only Substack content
Email delivery every Sunday/Monday
Subscribe on Substack
Both tiers are managed through Substack. Cancel anytime. Most research dossiers and the AI Infrastructure 101 section are free and open.

What You Get

Weekly Signal

7-level, 9-dimension market regime analysis covering BTC, NDX, SMH, Gold, TLT, and FTSE ex-US. Composite score 0-100.

Research Dossiers

Deep structural analysis: AI Chip Buildout, NVIDIA Ecosystem, Agentic AI, Software-Credit Nexus, and more.

Functional Indices

31 proprietary indices tracking 100 AI supply chain constituents across 6 layers and 18 sectors.

Model Portfolios

5 live portfolios with full position transparency. AI Build-Out, Global Tech 50, Derivatives, and more.

ABR Framework

Agent Beneficiary Ratio scoring — which companies benefit from AI agents, which face disruption.

Trade Signals

Every trade logged with timestamp, reasoning, and outcome. Full transparency, no cherry-picking.