What exists, what we have committed to, and what we are only thinking about.

No feature is advertised before it works.

Everything under “Available now” is something we have checked end to end: the code runs, the data flows, and a subscriber can open it today. Anything that is built but has no data behind it, or that we could not verify ourselves, does not appear there — not in a lighter font, not with an asterisk, not at all. This works in both directions: if something on that list stops working, it comes off the page, and the removal goes in the changelog with the date.

Live today, and checkable today.

Free items are marked free; the rest say which tier they sit in. One line each for what the thing actually does.

• The AI build-out scoreboard Free
  Four checkable tests on whether the AI build-out is real demand or malinvestment, re-marked every week with the source and the date each figure refers to — and cells with nothing new say “no new print” instead of recycling a stale number. Open the scoreboard →
• The Learn library Free
  55 published deep dives on AI infrastructure, energy and critical materials, each sourced to the filing or the dataset rather than to somebody else’s summary. Browse the library →
• The corrections log Free
  Every correction we have made, dated, kept beside the claim it replaces, and never deleted — including the week we found our own published track-record numbers were overstated. Read the log →
• The track record Free in part · full table Investor
  A backtest of what the method would have flagged, labelled as one — not money that was traded. The method, the rules, the headline figures and a sample of rows are free to read; the full 87-row table with every signal date and conviction rating sits behind Investor. We previously described this as “inspect all 87” on this page, which was not true of the free view. Read the method and the numbers →
• The signed signal ledger Free to verify
  Every editorial signal is cryptographically signed the moment it is published, and anyone can check the payload against our public key, so we cannot quietly edit history. The forward record is small and we will not round it up: one signed signal since 17 May 2026, conviction WATCH at 56 out of 100, still open and currently down. Verify a signal yourself →
• The Friday digest All tiers
  One email a week carrying that week’s published research and the current scoreboard, so it has a payload whether or not a signal fired. It went out on Sundays until 18 September 2026, which did not match what we advertised; the first Friday send is 18 September 2026.
• Watchlists and the holdings tracker Basic / Investor+
  Track 3 tickers on Basic, 12 on Investor and an unlimited list on Premium, with a holdings tracker from Investor up; the limits are enforced by the server, not just hidden in the page.
• The scoreboard’s working copy Premium
  The same four tests as the free scoreboard, with each cell translated onto the chain — which layer the print helps and which it strains — and the primary document behind every figure rather than a link to a summary of it. Republished the same Friday as the public page.
• The invalidation sheet Premium
  Twelve published theses, the specific print that would break each one, and the date we last checked it. Fourteen further names we cover were refused a row because we have not published a thesis with a falsifier for them, and a row without a falsifier is decoration.
• Radar Premium
  A four-tier coverage board over every ticker we track, recomputed by the news scan every hour — hourly, not the “every 15 minutes” we used to claim, which stopped being true when we throttled the scan on 24 August 2026.
• Compound — the trade journal Premium
  Log a trade with your time horizon and what would make you sell, and see your win rate, profit factor, equity curve and how your conviction lined up with your outcomes. The scoring that tells you whether your own conviction was calibrated needs entries whose horizon has passed, and that is in section 2 with a date on it — not here.
• The Distillery Investor+
  Live macro charts inside the subscriber portal. Until 18 September 2026 the only thing between a free reader and this page was a CSS overlay; the gate is now enforced on the server. The global-energy panel inside it is still running on fallback data, so treat that one panel as not live.

Three commitments, with dates you can hold us to.

Three, not thirty. Each has a date or a stated prerequisite, and each is written so that on the date you can look at the site and decide for yourself whether we did it. If we miss one, it gets a dated entry in the changelog saying we missed it.

• 1. Close the three blank baselines on the scoreboard — one source a month
  Three of the five physical tells on the scoreboard carry no figure of ours: grid interconnection queues, memory and optics pricing, and data-centre starts. They sit under “Baselines we are still building” rather than as empty rows, because an empty row still reads like a reading. We will publish one of them a month, each with its primary source, the date the figure refers to, and the basis it is measured on — and we will not borrow a number from somewhere else to fill a row.
  Grid interconnection queues by 31 October 2026 · memory and optics pricing by 30 November 2026 · data-centre starts by 31 December 2026.
  How to check: open the scoreboard on 1 November, 1 December and 1 January and count how many of the five physical tells carry a dated figure of ours. It should read three, then four, then five.
• 2. A “verify this claim” page behind every published figure
  Anyone can already verify a signal’s signature at /verify. Editorial figures do not have that: a footnote takes you to a source list, not to a record of what we measured. We will extend the same machinery to figures, so a number resolves to a page showing the primary source, the date the figure refers to, the date we last checked it, and any correction applied since.
  Every figure on the scoreboard by 31 December 2026; every figure in Learn articles published from 1 January 2027 onward, from the day each is published.
  How to check: click any figure on the scoreboard after 31 December 2026. If it does not land on a per-figure record, we did not do it.
• 3. Compound’s scoring loop — one line of reasoning in, a score out
  Compound already stores a time horizon and a sell thesis with each position, but the loop is open: nothing goes back and marks what happened when that horizon arrives. We will capture one line of reasoning at the moment of the decision and score that entry automatically when its horizon passes — was the reason still the reason, and did it play out — so the journal can tell you which of your own reasons work.
  Capture and automatic scoring shipped by 31 March 2027. Prerequisite before we publish any calibration number out of it: at least 30 entries whose horizon has passed, because a hit rate on fewer than that is noise, and we are not going to do to you what we refuse to do to ourselves.
  How to check: after 31 March 2027, a Premium account’s Compound tab should show a scored / not-yet-scored count on its own entries.

Ideas. Not promises.

• Said vs Happened
  A dated record of what prominent public forecasters actually said, set against what actually happened — the same standard we apply to our own calls, applied to theirs.
• What the World Pays
  Per-country comparisons of what a household really pays for the same basic thing, at the price they meet rather than the headline rate. One trial dossier exists, on fuel. It is not published.
• How the World Covered It
  One event read through the outlets of many countries at once, to show where the accounts diverge and where they agree. One trial run exists, across 23 outlets in 14 countries. It is not published.
• Broker statement import for Compound
  Upload or paste a broker statement instead of typing trades in by hand. To be explicit, because our old roadmap was not: this would be file import, not account linking, and we have no plan to connect to your brokerage.