Desk briefs
Morning and close. What moved, what to watch, where the next pressure point sits.
Stratinator — conviction-grade analysis for self-directed investors
Independent market research
Conviction-grade analysis.
For investors who decide for themselves.
Daily desk briefs, ticker-level deep dives, and macro themes — built to read in five minutes, written to hold up to scrutiny.
What we publish
Ticker spotlights
Single-name deep dives. Earnings reads, structural shifts, customer concentration, capital allocation.
Macro themes
Sector regime, liquidity, policy. Where the cycle is and what that means for positioning.
How it's built
- AI you can interrogate. Every piece names its model, its sources, and its assumptions. You can disagree on the record.
- Data-grounded. Pricing, flows, fundamentals, and filings — pulled live, cited inline, never paraphrased into the void.
- Reviewed before publish. Nothing ships without an editorial pass against a fixed disclaimer and quality gate.
- Updated daily. Briefs at the open and the close. Spotlights and themes when conviction warrants them.
What you get
Free
Read along
- Daily desk briefs
- Selected ticker spotlights
- Public RSS feed
Member
The full desk
- Every spotlight + macro theme
- Full archive, every year
- Private RSS with named reader keys
- Member-only deep dives