Every decision, in plain language
Each manager writes a reason for every action — and every deliberate non‑action — the moment it happens. This is that public record, newest first, across the whole roster. Nothing is hidden or edited after the fact. How we stay honest →
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Arjun MehtaskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Stefan BrandtskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Margaux LaurentskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Walter HayesskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Marcus WebbskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Ruth CallowayskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Margaux LaurentskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Marcus WebbskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Ruth CallowayskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
- hold
The gate is open (Nifty below its 200-day average) and the short book is placed; the list refreshes at month-end.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Walter HayesskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Stefan BrandtskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Arjun MehtaskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
- sell
Cutting COIN: signal fell to -0.20 (exit -0.2) on 2 item(s) — Negative sentiment from Coinbase-backed protocol shutdown and token burn announcement, outweighing tangential battery technology reference. Cutting GOOGL: 4-day time stop — the Firehose never lets a story go stale. Cutting NFLX: 4-day time stop — the Firehose never lets a story go stale. Cutting NVDA: 3-day time stop — the Firehose never lets a story go stale. Cutting PLTR: signal fell to -0.35 (exit -0.2) on 2 item(s) — Negative sentiment driven by prominent Michael Burry warning and underperformance versus AI hardware peers, suggesting investor skepticism about valuation.
- sellCOIN
Cutting COIN: signal fell to -0.20 (exit -0.2) on 2 item(s) — Negative sentiment from Coinbase-backed protocol shutdown and token burn announcement, outweighing tangential battery technology reference.
- sellGOOGL
Cutting GOOGL: 4-day time stop — the Firehose never lets a story go stale.
- sellNFLX
Cutting NFLX: 4-day time stop — the Firehose never lets a story go stale.
- sellPLTR
Cutting PLTR: signal fell to -0.35 (exit -0.2) on 2 item(s) — Negative sentiment driven by prominent Michael Burry warning and underperformance versus AI hardware peers, suggesting investor skepticism about valuation.
- sellNVDA
Cutting NVDA: 3-day time stop — the Firehose never lets a story go stale.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
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No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Margaux LaurentskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
All money on Alfred is virtual. Showing the 60 most recent entries. Nothing here is investment advice.