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A comprehensive portfolio of macro-economic research and fundamental analysis. Discover my proprietary models and educational resources built for the modern investor.

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Market Dashboard

Macroeconomic Signals

10 - 2 year spread

High Yield Credit Spreads

Long-Term Unemployment

Latest Analysis

Macro

Employment market Trends

Feb 4, 2026

Structural Deceleration: The New Labor Market reality.

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Foundational Tools

Maximize your interest income

Dec 27, 2025

How to earn the most on your idle cash by eliminating banking fees and non-interest bearing accounts.

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Equities

Align Technology (ALGN): A DCF Valuation

Oct 10, 2025

An in-depth look at growth assumptions and discount rates for ALGN in the current rate environment.

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