Four traders
A hedge-fund desk. Deep expertise, one voice on the sheet.
The Cleanest SetupFolio 01
Private desk letter · research first
The Cleanest Setup
Vol. I · · Before the open
Four hedge-fund traders. Research first. Tactical. Catalysts.
MemorandumInterior · 02
The file
One desk. One book.
The morning ranked brief is the spine — the Friday PDF, typeset as a letter. Membership is the rest of the blotter in the same hand: event work before print, names under watch, and the pieces that will not compress to a rank line.
The house
Brand-name seats
Professional books at multiple firms. The names stay off this page.
Tactical
Style is catalyst-first. What is dated, what is priced, what would change the sheet.
Research first
The file is written before the trade. Color is not the product.
Daily ranked brief
Rank, ticker, thesis, catalyst, conviction — implementation underneath. Order is the product.
Earnings previews
Structured event notes. Setup, print, and fade conditions.
Catalysts
Calendar strips: what is dated, what is priced, what would change the sheet.
Writeups
Company files when a name is under watch longer than a session.
Deep dives
Structure, history, and the invalidation that would close the file.
If it would not survive a partner reading it at 8:40 with the futures already moving, it does not ship.
Exhibit AInterior · 03
Daily · Sample
Ranked sheet
Typeset to the Friday PDF. No live idea. No real position. Names are invented so the format can be judged without confusing it for research.
| Rank | Ticker | Thesis | Catalyst | Conviction |
|---|---|---|---|---|
| 01 | AURX Sample |
Gap-hold into prior supply; clean higher-low on the 30-minute. First 15-minute low is the line. | Open drive · fictional industrial print | |
| 02 | VELN Sample |
Overnight compression after a one-day event. Continuation only if VWAP is reclaimed and held. | Pre / open · software (invented) | |
| 03 | ORBH Sample |
Failed breakdown, reclaim of the prior session midpoint. Mid lost on volume ends the idea. | First hour · healthcare (invented) | |
| 04 | KITE Sample |
Relative strength versus a weak group; pullback to a rising 8-EMA on the 5-minute. | Open drive · energy (invented) |
Order is the product. The top line is the one that would be traded first if the desk could only take one.
The BookInterior · 04
Founding rates
Leave a name. Pick an interval.
Weekly list is $60. Monthly $204, quarterly $585, annual $1,872 — each shows the list week versus the effective week. Three days free, then the first charge. Stripe is not live until Price IDs are set.
A request still records the email. The plan picker is the typeset book, not a live checkout.