
Macro signals, factor investing, and the assumptions the market forgets to question.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 15 | Founded | 4 months ago | Last Issue | 6 hours ago |
| Active | |||||

Envision Healthcare did not die of bad operations. It died of a capital structure that priced regulatory risk at zero.
EV/EBITDA conquered finance because it promised three things: simplicity, comparability, and resistance to accounting judgment. In 2026 it reliably delivers none of them. The numerator has become a drafted, negotiated, adjusted figure — and...
In the art market, there is an old trick called a “chandelier bid”: an auctioneer points at an empty seat in the room and calls out a bid tha...
Why the most valuable company ever to go public is also the most tightly coupled bet in the market
A flywheel is a beautiful machine — until you remember that every gear is load-bearing.
What Friday's sell-off really revealed about the market we are
Good economic data can be the worst news a bull market ever receives.
Subscribers, engagement, traffic and sponsorship for Alessandra Luciano.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Corporate finance analyst who couldn't stop asking "but what does the data actually say?" Now I write about economics, markets and quant signals for people who'd rather read a chart than a hot take. → New Piece Evert Week. Bring coffee.
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