About My Daily Brief

My Daily Brief is an AI-powered macro intelligence service that delivers institutional-grade market analysis to your inbox every morning.

What you get:

- Daily Macro Briefs (Mon–Fri) — Cross-market synthesis of geopolitics, rates, credit, commodities, and equity positioning. Not a news recap — causal analysis of what happened, why it matters, and what it means for your portfolio. Free subscribers get the executive summary and key events. Paid subscribers unlock options market signals, portfolio positioning, and risk scenarios.

Paid subscribers also get:

- Weekly Intelligence Review (on Saturdays) — Hindsight scorecard on the week’s calls. Which reads were right, which were wrong, what the consensus missed.

- Sunday Deep Dive — Long-form investigative features on the structural forces shaping markets. The kind of analysis that explains how the machine works, not just what happened this week.

- Company Research Reports — Deep fundamental analysis with SEC filing research, options sentiment, and quantitative scoring. Select reports published free so you can see the quality firsthand.

- Audio Overviews — Podcast-style briefings you can listen to on your commute.

How it works:

Every piece is produced by a custom AI research pipeline that pulls from SEC filings, options chains, economic data (FRED), prediction markets, news across multiple sources, and a persistent world model that accumulates knowledge over time. The system doesn’t just summarize — it runs agentic research loops that follow threads through EDGAR filings, compute options skew and IV term structure, and cross-reference signals across asset classes.

Who this is for:

Investors who want substance over hype. If you’re allocating real capital and want analysis that cites specific numbers, traces causal chains, and isn’t afraid to say when yesterday’s call was wrong — this is built for you.