The Research Journal

Where VSC thinks in public.

“We don't publish news. We publish thinking.”

Market letters, trading insights and the frameworks behind them — published as they're used, not rewritten after the fact.

New to VSC? Start here

Exhibit 01 · Current issue

Market Letter 008

August 2026 — Broader participation. Weak follow-through.

Read the letter Trading Insight 002

Find Your Trading Style. Don't Copy Someone Else's.

Read the insight Framework Library

Five questions. One decision process.

Browse the library

8 letters2 insights5 frameworks17 readings

Time-bound — what we observed

Market Letters

Current issue · Letter 008

August 2026

Broader participation. Weak follow-through.

Sudheer Vobhilineni · 1 September 2026 · 2 min readRead the letter

ArchiveIssue · Thesis · Read time

007 · July 2026Healthy recovery. Weak structure.2 min 006 · June 2026Stabilising market. Selective opportunity.2 min 005 · May 2026Weak index. Strong pockets.2 min 004 · April 2026Strong rebound. No conviction.2 min 003 · March 2026Broken market. Risk off.2 min 002 · February 2026Flat index. Strong rotation.2 min 001 · January 2026Weak market. Selective leaders.2 min

Time-bound — what we observed

Trading Insights

Ideas from the market, distilled into something useful — shorter and more tactical than a Market Letter.

Insight 0025 min read

TRADING PROCESS

Find Your Trading Style. Don't Copy Someone Else's.

A practical way to test whether intraday, swing or another style actually fits how you make decisions.

Insight 0013 min read

EARNINGS BEHAVIOUR

Waiting three days after a gap down

What the rule protects you from, and what it doesn't

Browse all Trading Insights

Timeless — what we believe

Framework Library

Five questions, one decision pipeline. The opportunity set narrows at every stage until capital reaches an actual trade.

Stage 01 / 05v1

Market Environment

What market are we in?

Determines whether the environment is aggressive, neutral, or defensive — and sets the maximum total exposure.

v1 · Initial version. Three-factor equal-weight model. Sub-dimension scoring for Trend and Leadership Quality. All thresholds provisional — to be calibrated against NSE data over the first 12–24 months.

Open the framework

1 of 5

What market are we in?

Determines whether the environment is aggressive, neutral, or defensive — and sets the maximum total exposure.

v1 · Initial version. Three-factor equal-weight model. Sub-dimension scoring for Trend and Leadership Quality. All thresholds provisional — to be calibrated against NSE data over the first 12–24 months.

Open the framework

Timeless — what we believe

The Shelf

The practical half of the library — calculators built around the process, and the books, letters and talks that shaped it.

Shelf 01 · 6 tools

Risk Tools

Practical calculators built around the VSC process — position sizing, risk and expectancy.

Shelf 02 · 17 items

Reading Desk

8 books, 3 annual letters and 6 talks that shaped the framework.

Browse the desk

NEWSLETTER

Never miss the next Market Letter.

Major research and new publications, occasionally.