Understand the regime.
Open the stock workbook that matters.
Macro Engine combines macro conditions, trade themes, geopolitical risk, Stock Intelligence, and systematic portfolios into one connected research platform.
Regime score: 0
The regime comes first.
Rates, credit, inflation, liquidity, and growth determine the environment in which every stock setup has to survive.
Restrictive for long-duration assets.
Credit stress remains contained.
Inflation expectations broadly anchored.
Flat curve still signals late-cycle caution.
Dollar strength can pressure global risk assets.
Labor conditions remain a key growth input.
Best evidence stack, not biggest daily move.
The homepage now surfaces the highest-scored stock from the full workbook model. The engine looks across fundamentals, technicals, balance sheet quality, valuation, and momentum quality before sending users into the company workbook.
Stock Intelligence
The model is waiting for the current Stock Intelligence scan.
Turn the research into a living allocation.
Stock Intelligence is useful by itself, but the portfolios show what the model would actually own, how it sizes positions, and how it rotates.
Stock Alpha Portfolio
A living model portfolio based on the highest-ranked Stock Intelligence names.
High-Growth SMID Portfolio
A separate SMID strategy focused on acceleration, margin inflection, sponsorship, and basing.
ETF Portfolios
A separate regime-aware ETF allocation view for macro positioning and asset-class exposure.
Structural themes that shape the opportunity set.
Themes connect the macro backdrop to sectors, beneficiaries, risks, and time horizons.
AI inference and agent monetization
The July capex revolt reversed — strong Meta/Microsoft prints and a GPT-5 launch restored confidence in monetizationEnterprise AI software (agents, data, inference) is now leading sessions over chip hardwareSoft PPI/CPI and rate-cut odds add a multiple tailwind to long-duration software
Energy supply security and the war premium
US–Iran and Iran–Oman talks to reopen Hormuz remain deadlocked with the blockade in placeThe IEA warns of the widest supply deficit in five years even as it trims demandUkrainian strikes on Russian refining and Black Sea disruptions add a second supply leg
Gold and hard-asset debasement hedge
A -23K jobs print and cooler CPI pulled forward rate-cut odds and softened the dollarRecord issuance against ~$2T deficits sustains the debasement caseTwo active conflicts and Fed-independence questions keep the haven bid intact
Risk events that can change the trade.
Geopolitical shocks, supply-chain chokepoints, trade restrictions, and defense priorities can drive the next rotation.
Fed pivot in view as the labor market cracks
Open the dashboard for the full research note.
US–Iran war grinds on; Hormuz talks deadlocked
Open the dashboard for the full research note.
AI melt-up resumes on chip-tariff exemptions
Open the dashboard for the full research note.
One platform, four questions.
The homepage should show users exactly how to move through Macro Engine.
What regime are we in?
Start with the macro snapshot and dashboard pillars.
What themes matter?
Use trade themes and geopolitics to understand the opportunity set.
Which stocks score best?
Open the highest-scored workbook instead of chasing daily movers.
What would the model own?
Check the portfolios, holdings, weights, and rebalance logs.
Forecast the setup. Open the workbook. Track the portfolio.
Macro Engine is built to connect top-down regime analysis with bottom-up stock selection and systematic portfolio construction.