IMPORTANT NOTICE: Migration to a New Secure Research Portal
February 11, 2026
To my valued subscribers,
As many of you know, I maintain a strict “no garbage” policy—not just in my financial reports, but in the systems I use to deliver them.
Since the beginning of 2026, the technical reliability of Substack has fallen below the standards I require for my work, my patience, and for your security. The day I hit 400 subscribers recentl…
