Six mornings a week · Sunday–Friday

The desk that used to trade against you now writes to you.

Main St. Investors is written by a former hedge-fund analyst. Same frameworks a $10B desk runs — catalysts, positioning, risk before reward — in language you can act on before your coffee gets cold.

Thematic first, single-name second Risk before reward, every idea Real money over punditry No price-target porn

Why this exists

Retail gets the news. Institutions get the read.

You can find out what happened for free, in ten seconds, anywhere. What you can't easily find is what it means for how you're positioned — which trade it favors, what it breaks, and what has to be true for it to keep working. That gap is the whole product.

01

Institutional thinking

Every thesis is built the way a portfolio manager builds one: theme first, structure second, single name only as the cleanest way to express it. Translated, not dumbed down.

02

Risk stated out loud

Every idea opens with what can go wrong. Where the thesis breaks. What size makes sense. If we can't write the bear case, we haven't done the work.

03

Receipts, not opinions

We quote what real money is pricing — futures, filings, insider flow, positioning data. Revealed preferences beat stated preferences, every time.

Start here

Three ways in.

Pick the one that matches how you actually invest. All three land you on the same free list.

Event-driven

The Catalyst Calendar

Dated events with real repricing risk — earnings, prints, Fed days, policy decisions — mapped to what the market has already priced in and what it hasn't.

See the calendar →

This week

The Week Ahead

Sunday night prep. The calendar, the setups it creates, and the one number that decides the week. Monday's Watchlist is built off it.

Get Sunday's issue →

Evergreen

The Desk Playbook

The frameworks under everything we write — how to size, when to cut, how to read positioning. Timeless, not timely. Yours free when you join.

Claim the playbook →

The week

Six issues. One job each.

SundayThe Week Ahead — the calendar and the setups it creates.
MondayThe Watchlist — the week's anchor slate of names, with levels that matter.
TuesdayThe Setup — one thesis-driven idea, built end to end.
WednesdaySmart Money — 13F moves, insider buying, what real capital is doing.
ThursdayThe Tape — what the print actually meant, once the headline noise clears.
FridayThe Macro Read — cross-asset view forward, into next week.

What we are not

Not a tip sheet. No all-caps buy alerts. No price-target theater. If an idea isn't actionable yet, we say so and tell you what would change that.

Not a recap. If a section reads like a summary of yesterday, it doesn't ship. Every piece is forward-looking or it's cut.

Not breathless. Calm, specific, a little dry. Conviction doesn't need volume.

Free, six mornings a week

Read tomorrow's issue before the open.

One email. Five minutes. The theme, the trade structure, and the risk — in that order.