The Research Letter is deep investment research. Each issue takes a single big question — the kind that decides returns over years (not weeks) and looks at it through the prism of history, markets, technology and human potential.
The Record So Far
Research Letter No. 1 — The Ledger War.
Published August 7 2026, with gold at $4,377. The case that the machinery of wartime finance — the 1942 playbook, where the state supports the price of its own debt rather than pay the market’s rate — is reassembling itself piece by piece, in language too boring to notice.
Two weeks later, with the 30-year yield at a near two-decade high, the U.S. Treasury announced — off-cycle — that it was at least doubling its buybacks of long-dated bonds, citing “liquidity support.” Long yields fell immediately.
Research Letter No. 1: The Ledger War → The Treasury Just Did The Thing.
Research Letter No. 2 — The Weirdness Premium.
Published August 26 2026. It argued that cognitive diversity as an investing edge: that unusual, “weird” ways of seeing carry a premium precisely because everyone competent converges on the same cached pattern-matching, so the edge comes from thinking differently rather than from being smarter.
Research Letter No. 2: The Weirdness Premium
Research Letter No. 3: The Event Horizon.
Published September 21 2026. It argued that we are at the Event Horizon of a Technology Singularity and that most of us are far too fragile to deal with the upcoming volatility. It suggested a few ways to prepare.
Research Letter No. 3: The Event Horizon.
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The Research Letter is research and commentary, not investment advice, and nothing in it is a personal recommendation. Full details on the Disclaimer page.