Over the past year, thousands of followers ranging from hedge fund managers and analysts to students and business owners have asked for more depth, more context, more calrity and how everything connects.
It started as a place to share my ideas. At its peak, the page reached over 200 million impressions in a single month. The response was incredible. But after some of the topics I started covering things that didn’t always align neatly with mainstream narratives the social reach collapsed almost overnight.
I’ve learned the hard way that if you rely on social platforms, you don’t actually own your reach. If tomorrow my Instagram or YouTube disappeared, I’d lose the ability to reach everyone who’s been following along since the start.
No algorithms, no censorship, no reach limits.
Just clarity... straight to the people who actually care.
What This Is
This isn’t another email list or content schedule. It’s where I can share my full thoughts without worrying about what performs well on Instagram.
We’ll look at narratives, because narratives move markets but we’ll go beyond them.
We’ll assess probabilities rather than predictions.
What seems likely, what seems mispriced, and what’s being ignored.
This is about understanding the world from the top down and seeing where real opportunity lies.
Why It Exists
Creating this level of research takes time, and the IG page doesn’t generate income. I refuse to sell ads or promotions regardless of the amount, it just doesnt fit right with me. The tools, data, and Meta ads required to keep growing all cost money. A subscription simply makes this sustainable and lets me dedicate more time to producing work that’s actually useful to many people.
Everything that comes in goes straight back into the project. If you ever feel you’re not getting value, message me and I’ll refund that month. No questions, no pressure. This only works if it helps you.
What You’ll Get
You won’t get filler. You’ll get perspective.
Every email has one goal to help you make sense of what’s actually happening, not just what’s being talked about.
- Macro Deep Dives – Breaking down the key drivers across rates, credit, liquidity, and equities.
- Conviction Reports – Where I see opportunity or risk sectors, themes, or trends worth paying attention to.
- The Week Ahead – What data, policy events, or narratives are worth watching, and how they tie together.
- Books & Research – The material shaping how I think shared with context, not just links.
- Position Transparency – If I hold exposure in anything I discuss, I’ll make that clear.
Who It’s For
It’s for people who want to understand, not just consume.
For investors, traders, students, and thinkers who value clarity over noise.
You don’t need a background in finance to follow along but you do need curiosity.
This is for people who think in probabilities, not absolutes.
People who care about connecting dots, seeing systems, and understanding the “why” behind market moves. If you’re tired of surface-level takes and want real perspective this is probably for you.
The Reality
This is still early.
It’s a passion project one that might evolve into something much bigger, but for now, it’s just about doing good work and sharing it with the right people.
As it grows, I’d love to introduce things like private discussions, possible meetups, and maybe a smaller, more focused community but one step at a time.
But for now, this is where I’ll share my clearest thoughts, my honest observations, and my best attempt to make sense of a world that’s becoming harder to read by the day.
Cheers
DC