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
15
Active
6
Completed
9
Overall Accuracy
67%
6 of 9 successful
Completed Theses (3)
macro
AIGold'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
AIRising 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
AISticky 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