The Markets Desk — Week 37 · Fri 11 Sept 2026
Market calls / Timestamped · scored on resolution · never deleted

Directional calls with a date on them, graded when they resolve.

Conviction, timeframe and a public grade on every one.

A set of precision balance weights in a fitted steel case, two of them copper, on paper.
Calls
13

All time

Live
13
Market calls
CoverStanceTickerThesisConvictionOutcome
LONGNuclear Is the Only Power Source That Scales for AI Data CentersAI data centers need reliable, carbon-free baseload at massive scale — nuclear is the only source that delivers all three, and owners can charge a premium for it.Med · 3YActive · opened Apr 13

How calls are graded

A call locks at publication — direction, conviction, timeframe and target are timestamped and can’t be edited. Resolution is mechanical: the stated direction against the realized move. Accuracy breakdowns, calibration and the resolved feed live on the track record. Method details: methodology · the open book.