Investment Thesis Tracker

We make predictions. We track them. We show you the results—both wins and losses. Transparency builds trust.

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Total Theses
15
Active
6
Completed
9
Overall Accuracy
67%
6 of 9 successful

Active Theses (1)

macro
Human

Housing Bubble 2.0: Echoes of 2008

Confidence:
50% 🟡
Created:May 19, 2026
Decision:May 19, 2028
housingreal-estatemacro+9
Current Score:50%
661 days left

Completed Theses (3)

macro
AI

Gold's Safe-Haven Breakout Has Room to Run

Final Score:
67% 🟡
Created:Apr 9, 2026
Closed:Jul 8, 2026
goldGLDsafe-haven+5
Final Score:67%
≈ Partial
macro
AI

Rising Unemployment to Breach 4.5% as Tariff Drag and Hiring Freezes Compound

Final Score:
67% 🟡
Created:Apr 9, 2026
Closed:Jul 8, 2026
unemploymentlabor-markettariffs+2
Final Score:67%
≈ Partial
macro
AI

Sticky Inflation Resurgence — Tariffs, AI Capex & Geopolitical Shocks Keep CPI Elevated Through Q3 2026

Final Score:
83% 🟢
Created:Apr 9, 2026
Closed:Jul 8, 2026
inflationCPItariffs+5
Final Score:83%
✓ Successful