Free Research Archive
Public methodology notes and selected market research designed to make the research process and context visible.
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August 2026
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August 2026
5 articles
The Market Is Celebrating a Pause. That Is Not Easing.
Long yields are still ugly, tail hedges are getting expensive, and AI momentum is behaving as if the hard part is already over.
Monitoring Ownership Handoffs: Preserving Responsibility When Research Changes Hands
A research handoff is complete only when evidence, decision rights, unresolved uncertainty, and the next review obligation move together.
The Account Was Up 67%. Helios Still Has to Earn the Credit.
An unaudited public audit of a 67.24% live-account result, Helios attention follow-through, opportunity paths, and the attribution gap between system output and human decisions.
The Jobs Report Said "Little Changed." Markets Heard "No Hike Yet."
Payrolls fell, prior months were revised lower, and yields dropped. The report did not settle the rate debate. It made the next inflation print more important.
Evidence Review Calendars: Giving Research Governance a Clock
A research framework needs more than monitoring thresholds. It needs a calendar that determines when evidence is assembled, who reviews it, and which outcomes must be recorded.