For investors and for the people who sell ads

Major dashboards. Major data. One location.

Live market dashboards, our opinion briefs and ad market intelligence, on one board and one login. Every number says how it was measured, and nothing here tells you what to buy or sell.

Open to look around. Members sign in for the full briefs, the picks and the members cards.

What is inside

Everything on one board

Pin the cards you use, keep a board for each job and jump anywhere with Cmd-K. A card always shows its method, the window it covers and when its data is from.

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The market at a glance

Indices and sectors as of the last completed session, and which corners of the market drew unusual activity against their own trailing average.

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Risk on anything you hold

Drawdown, volatility and the spread of returns for any ticker, each stating the window it was measured over and the assumption it rests on. Members add value at risk, correlation and beta.

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Your own portfolio

Upload your holdings from a file and the portfolio cards fill with your own positions. The file is read in your browser and kept on our side only if you choose to save it to your account.

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Alerts that come to you

Rules on volatility, drawdown, one-day and five-day moves and a flip in news tone, checked after the close. A match shows in the bell and, if you switch them on, as a notification or an email.

Members

Where the volume went

The Flow Board shows signed dollar volume by fund over the window you choose. Sentiment shows how news coverage of a ticker or a watchlist reads over time.

Members

Ad market intelligence

Which ad tech a publisher runs, how directly its inventory can be bought, what it claims about its audience and what can be measured. Follow a publisher and see what changed.

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Who it is for

Built around the job you are doing

Invest

Investors

  • Read our take on the session, then check it against the data behind it.
  • Watch the sectors you hold and what your portfolio has been through.
  • Set a rule once and hear about it when it is met.

Read the investor guide

Sales

Publisher sales

  • See which ad tech a prospect runs before the first call.
  • Know who already buys across comparable publishers.
  • Follow accounts and open the board on what changed since you last looked.

Read the publisher sales guide

Sales

Ad buyers

  • Compare what a publisher claims about its audience with what can be measured.
  • See how directly a site's inventory can be bought.
  • Put two publishers side by side before you commit spend.

Read the ad buyer guide

The brief

Our read on the market, and why

A short opinion column published at 8:30 a.m., 1:00 p.m. and 4:30 p.m. ET. Every fact links to the outlet that reported it. No hype, no jargon, no fifty page PDF.

What happened

The news that moved markets and how it was covered, from named publishers. Every fact links to the outlet that reported it.

What we think

Our read, stated plainly as an opinion. What we like, what we doubt and what we are watching. We never tell you what to buy or sell.

One pick

One ticker we find interesting and the reason, grounded in what was reported. It is our opinion, not advice, and it always carries a disclaimer.

When a brief or a card talks about sector activity or signed dollar volume, that read is each fund's dollar volume for the session against its own trailing average, signed by the day's direction. It comes from price and volume, not from fund creation and redemption data.

How we work

Three things we will not do

Show a number without its method

Every reading says what it measured, over which window and what it assumes. An empty card says why it is empty, so it is never mistaken for a quiet market.

Tell you what to trade

The brief is opinion and says so. Nothing in the dashboard is a recommendation or a forecast, and nothing places a trade.

Keep what is yours

A portfolio you upload is read in your browser. What an account keeps is listed in our privacy policy, and we delete it when you ask.

Latest transmission

Rotation into cyclicals leaves tech and energy on opposite ends

Tuesday's session split cleanly along a rotation line: cyclicals and defensives gained while XLK and XLE gave back ground. The Nasdaq held up better than that sector picture suggests, which tells us something worth examining.

Read the brief

The archive

Every brief

The summary of every brief is public. The full brief and the pick are for members.

Equities

Tech drags the index while cyclicals quietly hold the line

Monday's session split the market in a way that deserves attention: Nasdaq fell hard while eight of eleven sectors finished higher. The news flow is overwhelmingly AI-positive, but the bond market is already raising a flag that coverage is mostly ignoring.

Equities

Tech takes the hit while defensives hold the line

Monday's session split cleanly along risk lines: technology fell hard while consumer staples, healthcare, and energy moved higher. That rotation tells us something about where confidence is right now, and we think it deserves more attention than the headline index numbers suggest.

Equities

Tech rout cuts QQQ nearly 3.5% while defensives hold ground

Sunday's session was a rough one for growth. Technology led the selling while health care, consumer staples and energy moved the other way, a rotation that says more about positioning than panic. The bond market's warning to AI names is getting harder to dismiss.

See all briefs

Major Tom publishes market commentary and opinion. Nothing here is investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research.