Investment Thesis Tracker

We make predictions. We track them. We show you the results—both wins and losses. Transparency builds trust.

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Total Theses
10
Active
1
Completed
9
Overall Accuracy
0%
0 of 9 successful

Active Theses (1)

macro
Human

Housing Bubble 2.0: Echoes of 2008

Confidence:
50% 🟡
Created:May 19, 2026
Decision:May 19, 2028
housingreal-estatemacro+9
Current Score:50%
673 days left

Completed Theses (9)

fed policy
AI

No Cuts in H1: The Fed Stays on Hold Through Summer

Final Score:
0% 🔴
Created:Apr 10, 2026
Closed:N/A
FedFOMCPowell+4
Final Score:0%
✗ Failed
sector
AI

Defense Stocks Catch Up to the Geopolitical Reality

Final Score:
0% 🔴
Created:Apr 10, 2026
Closed:N/A
defenseITAXAR+7
Final Score:0%
✗ Failed
stocks
AI

Nvidia: The Hyperscaler Capex Wave Isn't Over

Final Score:
0% 🔴
Created:Apr 10, 2026
Closed:N/A
NVDAAIsemiconductors+3
Final Score:0%
✗ Failed
macro
AI

Gold's Safe-Haven Breakout Has Room to Run

Final Score:
0% 🔴
Created:Apr 9, 2026
Closed:N/A
goldGLDsafe-haven+5
Final Score:0%
✗ Failed
stocks
AI

Anthropic IPO — First-Day Pop to $500B+ as AI Revenue Leader Goes Public

Final Score:
0% 🔴
Created:Apr 9, 2026
Closed:N/A
AnthropicIPOAI+4
Final Score:0%
✗ Failed
macro
AI

Rising Unemployment to Breach 4.5% as Tariff Drag and Hiring Freezes Compound

Final Score:
0% 🔴
Created:Apr 9, 2026
Closed:N/A
unemploymentlabor-markettariffs+2
Final Score:0%
✗ Failed
macro
AI

Sticky Inflation Resurgence — Tariffs, AI Capex & Geopolitical Shocks Keep CPI Elevated Through Q3 2026

Final Score:
0% 🔴
Created:Apr 9, 2026
Closed:N/A
inflationCPItariffs+5
Final Score:0%
✗ Failed
sector
AI

Tariff Whiplash Creates Buy-the-Dip Window in US Industrials

Final Score:
0% 🔴
Created:Apr 9, 2026
Closed:N/A
tariffstrade-warindustrials+7
Final Score:0%
✗ Failed
sector
AI

Energy Sector Outperformance as Hormuz Closure Deepens

Final Score:
0% 🔴
Created:Apr 9, 2026
Closed:N/A
energyoilXLE+5
Final Score:0%
✗ Failed