Forecast ledger
Dated forecasts with original probabilities, resolution criteria and outcomes.
Open forecast ledger ↗Investment intelligence
Two themes. One research discipline.
Explore the operating evidence behind the portfolio’s AI and climate research, plus two free tools built from the same discipline. Each dashboard keeps observations, assumptions and investment implications visible.
01 / TECHNOLOGY & INFRASTRUCTURE
AI investment dashboard ↗
From hyperscaler investment to compute, memory, equipment and power. Follow the evidence and connect it to the portfolio.
Capital spending · Value chain · Holdings · Research
02 / CLIMATE & COMMODITIESEl Niño dashboard ↗
Follow seven crops from production origins to prices and earnings, alongside the original sugar investment model.
Seven crops · Country maps · Fixed house views · CANE / AGRO
Across the portfolio
Catalyst calendar
Company events, policy decisions and scheduled data releases across the research book.
Open catalyst calendar ↗Tools for investors
Trade Checkup · 交易体检
Upload the trade history your broker exports — Robinhood, IBKR, Fidelity, Schwab, Webull, Futu/Tiger, A-share or HK statements — and see your trading type, your most expensive habit and how to change it. Analysed in your browser; nothing is uploaded.
Open Trade Checkup ↗被套诊所 · A-share clinic
For a China A-share held at a loss: what happened to the roughly 891,000 similar positions since 2012 — how many recovered, how long it took, and what a rebound usually reaches. Base rates, not a view on the stock.
Open the clinic (中文) ↗