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 · Friday, August 21, 2026
Ranked sheet
Page 1 of the Friday letter as shipped. Rank order is the product: ROST, then ABT, then AVGO. Later sessions are not on disk.
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 Checkout is live — three days free on the payment link, then the first charge.
A request still records the email. Pick an interval. Each card opens a live Stripe payment link.