Start here.

Four steps, in order. The shortest way to understand how VSC thinks.

1. 01·4 min

   What VSC believes

   The manifesto, the origin, and the founder — in one place, in my own words.

   Read About VSC
2. 02·6 min

   How the decision pipeline works

   Five frameworks, in order — from reading the market to managing a trade.

   Browse the framework library
3. 03·10 min

   Five market letters

   The most recent five, in order. Every letter uses the same fixed structure, so these are enough to see how the process actually reads month to month.

   • 008August 2026Broader participation. Weak follow-through.
   • 007July 2026Healthy recovery. Weak structure.
   • 006June 2026Stabilising market. Selective opportunity.
   • 005May 2026Weak index. Strong pockets.
   • 004April 2026Strong rebound. No conviction.
   View the full archive
4. 04·3 min

   Recommended reading

   Books, annual letters, and talks that shaped the framework — not generated, hand-picked.

   Open the Reading Desk