Established 2026 · MonthlyIssued the 1st of each month, in lockstep with the report cycle
Letters
A monthly editorial dispatch from our research desk. We write here in the first person plural about the questions, frictions, and methodology decisions behind the reports — never about the tickers themselves. Ticker calls live in the reports.
- Cadence
- Monthly · 1st
- Issues
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- Forthcoming
The first letter goes out on the 1st of the next research-cycle month. We will publish here in lockstep with the monthly report release.