The Blog
Data-first dispatches — every claim backed by a number from our own engines. Pundit scorecards, SEC red flags, forensic accounting, and the indicators (serious and absurd) we track against the S&P 500.
What Actually Happens to a Stock After It Discloses a Material Weakness
A material weakness is a confirmed break in financial controls. Here's what aggregate forward returns vs SPY actually show — and what's just boilerplate.
McRib Economics: Do Joke Indicators Actually Predict the Stock Market?
We built joke stock market indicators on purpose, then measured them honestly. The McRib's correlation to the S&P 500 is 0.07. Here's what really has edge.
The Grid Doesn't Lie: Tracking the AI Data-Center Boom Through US Electricity Demand
AI data center electricity demand is a near-real-time, hard-to-fake signal of the power grid AI boom. Here's what US demand shows right now.
Forensic Accounting for Retail Investors: Spotting Earnings Manipulation with Free SEC Data
Use the Beneish M-Score and Sloan accruals to spot earnings manipulation with free SEC data — plus our backtested edge and the limits.
We Scored Every All-In Podcast Stock Pick Against the S&P 500 — Here's Who's Actually Right
We scored every All-In podcast stock pick against the S&P 500. The full besties leaderboard — Chamath, Sacks, Friedberg, Calacanis — ranked by real returns.