A weekly newsletter · Free · Every Sunday

One claim about markets.
Tested. Code included.

The finance internet runs on confident claims that nobody checks. I check them against real data, show my method, and publish the result. Even when the answer is boring. Even when it makes me look wrong.

First issue lands Sunday, October 4. No picks, no alerts, no spam. Unsubscribe in one click.

What the first two issues found

$1,265vs$327

What $1 became holding stocks, versus selling whenever they looked expensive. 1881 to 2023.

Issue 01
7.5 yrs

How long the "stocks are expensive" signal kept you in cash starting April 1995. You'd have missed the entire late 90s run.

Issue 01
207→9

The famous VIX buy signal cites 207 data points. Only 9 are independent. Its 97% hit rate falls below doing nothing.

Issue 02

How every issue works

Same five sections. Every week.

  1. The claimSomething people actually say, quoted from a real source.
  2. How I tested itThe data, the dates, the exact rules. No hindsight allowed.
  3. What the data saysThe table. No spin.
  4. What it meansMy read on it, in plain English.
  5. What would change my mindThe result that would prove me wrong, stated up front.

The scoreboard

Claims tested so far

No.DateClaimVerdict
01Oct 4, 2026
Sell stocks when they look expensive
$1 became $327, not $1,265
Lost money in every threshold tested
02Oct 11, 2026
A VIX above 40 is a buy signal that's right 9 out of 10 times
207 data points are really 9
True, and nearly meaningless

See the full archive

The rules

What I'll never do

Tell you what to buy

I test claims and methods. I don't make calls on stocks, and I won't review your portfolio.

Send urgent alerts

Sunday morning, every week, no matter what the market did. Nothing in between.

Hide a weak result

Every issue says how it could be wrong. Corrections get their own issue with my name on it.

Read the full standards

Worth your Sunday morning?

One tested claim a week. Free.