Blog
Notes on markets, history, and building Reprisa.
- GuideJuly 13, 20267 min read
AI stock research tools: what actually matters
Most AI stock analysis tools are a chat model with a finance skin — fluent, confident, and impossible to audit. Here are four things that separate a research tool from a wrapper, and an honest accounting of where Reprisa stands, limits included.
Read - ComparisonJuly 13, 20266 min read
Looking for a Koyfin alternative? First ask what's actually missing
Koyfin is a genuinely good market-data and charting terminal — if you need dashboards and screeners, it's hard to beat at its job. But if the gap in your process is "when has this happened before, and how did it end?", that's a different job, and a different kind of tool.
Read - AnalysisJuly 13, 20265 min read
This market has two rhymes — and they disagree
Mega-cap gains are carrying the index while breadth narrows. Scored against 120+ years of history on 15 structural factors, the setup has three parallels — and the closest one points the opposite way from the other two. What that disagreement actually tells you, and the tells to watch next.
Read - StanceJuly 6, 20264 min read
Why we show you the base rate, not the prediction
The most useful — and most honest — thing a market tool can tell you isn't what will happen. It's how often something like this has worked before.
Read - MethodJuly 6, 20265 min read
How Reprisa reads market history
Reprisa doesn't predict the market. It finds the moments from the last century that most structurally resemble the one you're in — and shows you what happened next.
Read - ParallelJuly 6, 20268 min read
The Nifty Fifty and the price of certainty
In 1972, investors decided a few dozen companies were so good you could buy them at any price. Then the market fell nearly 50%. What that episode actually teaches — and where it stops rhyming with today.
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The Weekly Rhyme
This week's market, and the closest historical parallel.
A free weekly email — one market observation and the history it rhymes with. No hype, unsubscribe anytime.