Choose Your Signal
Two tiers. Full transparency. Every framework, every trade, every mistake documented. No refund policy — because we publish enough free content for you to know what you're getting.
Coming soon
Pricing & tier definitions are in development — the tiers below are a working draft, not the final offering. No checkout active yet. Drop a note to [email protected] for early access.
Intelligence
C+ Intelligence
$12/mo
Billed monthly via Substack
Weekly Signal — full 7-level, 9-dimension analysis
Market commentary and trade thesis write-ups
Research previews before full publication
Access to C+ subscriber-only Substack content
Email delivery every Sunday/Monday
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Exclusive
C+ Exclusive
$150/mo
Billed monthly via Substack
Everything in C+ Intelligence
Full research dossier access (11 dossiers and growing)
Live reference portfolio positions (8 portfolios — 5 thematic + 3 Rubin sleeves, updated daily)
Trade signals with reasoning — every buy, sell, roll documented
Functional Indices access (Rubin 100, Euro-AI 50)
ABR Framework — full company scoring
Direct access to Thomas Look's positioning
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What You Get
Weekly Signal
7-level, 9-dimension market regime analysis covering BTC, NDX, SMH, Gold, TLT, and FTSE ex-US. Composite score 0-100.
Research Dossiers
Deep structural analysis: AI Chip Buildout, NVIDIA Ecosystem, Agentic AI, Software-Credit Nexus, and more.
Functional Indices
31 proprietary indices tracking 100 AI supply chain constituents across 6 layers and 18 sectors.
Model Portfolios
5 live portfolios with full position transparency. AI Build-Out, Global Tech 50, Derivatives, and more.
ABR Framework
Agent Beneficiary Ratio scoring — which companies benefit from AI agents, which face disruption.
Trade Signals
Every trade logged with timestamp, reasoning, and outcome. Full transparency, no cherry-picking.