Investment Thesis Tracker
We make predictions. We track them. We show you the results—both wins and losses. Transparency builds trust.
View Performance DashboardTotal Theses
10
Active
10
Completed
0
Overall Accuracy
N/A
Active Theses (4)
macro
HumanHousing Bubble 2.0: Echoes of 2008
Confidence:
38% 🔴
Created:May 19, 2026
Decision:May 19, 2028
housingreal-estatemacro+9
Current Score:38%
720 days left
macro
AIGold's Safe-Haven Breakout Has Room to Run
Confidence:
67% 🟡
Created:Apr 9, 2026
Decision:Jul 8, 2026
goldGLDsafe-haven+5
Current Score:67%
39 days left
macro
AIRising Unemployment to Breach 4.5% as Tariff Drag and Hiring Freezes Compound
Confidence:
67% 🟡
Created:Apr 9, 2026
Decision:Jul 8, 2026
unemploymentlabor-markettariffs+2
Current Score:67%
39 days left
macro
AISticky Inflation Resurgence — Tariffs, AI Capex & Geopolitical Shocks Keep CPI Elevated Through Q3 2026
Confidence:
83% 🟢
Created:Apr 9, 2026
Decision:Jul 8, 2026
inflationCPItariffs+5
Current Score:83%
39 days left