Invest systematically, like a quant fund.

One Basket. Two Engines.

One philosophy, one portfolio. Every position is sized by its risk, not by a round dollar amount — so a wild mover like Bitcoin and a calmer one like the S&P 500 are each set to nudge your portfolio by about the same amount. The Macro Regime Engine decides your stocks; the 8th Rule decides your Bitcoin, Ethereum and gold; anything sitting flat rolls to cash. Underneath it all: cut the big losses, and win on consistency rather than one lucky year.

The Systematic Basket

$100k → $513k since 2018

Five holdings, two systems, each position sized by its risk. Bitcoin, Ethereum & Gold come from the 8th Rule; stocks (SPY & QQQ) from the Macro Regime Engine; cash when a holding goes flat. You only adjust when something drifts more than 2% — about weekly, not daily churn. The point isn’t the biggest number in a bull run; it’s a +21.5% a year carried with just a −10% worst drawdown.

+21.5% CAGR 2.04 Sharpe 2.13 Calmar −10% Max DD 0.27 Beta

Backtest since 2018 — a benign-regime sample, shown for transparency, not a promise. Calibrate to the floor: live expectations are Calmar ~1.0–1.5, drawdowns ~−10% to −15%.

The Two Engines — the proof behind the basket

Equities · SPY + QQQ

Macro Regime Engine (MRE)

It reads 26 economic signals — growth, inflation, interest rates and the dollar — and boils them into one call: risk-on, half-on, or out (100% / 50% / 0%). The same read works for the Nasdaq and the S&P, so it steers both SPY and QQQ. 23 years of backtest, seven live forward tests, zero blow-ups.

+11.37% CAGR 1.02 Sharpe 0.87 Calmar −13.09% Max DD

Full breakdown →

Bitcoin · Ethereum · Gold

The 8th Rule — one fixed rulebook

One fixed set of trend rules applied unchanged to Bitcoin, Ethereum and Gold — no tweaking per coin. A simple ladder: out (0%) / easing in (25%) / all in (100%). The bet: rules robust enough to work everywhere beat a stack of hand-tuned settings you can’t trust on new data — which is exactly why it holds up out-of-sample where over-fit models break.

BTC Calmar 1.50 ETH Calmar 1.03 Gold Calmar 0.34 one config all three

Full breakdown →

One rulebook, three assets. The same fixed 8th-Rule settings run on BTC, ETH and Gold — then each is sized by its own risk to decide how much the portfolio holds.

Foundation · The worldview underneath it all — the thesis: cut the big losses, size every position by its risk, and win on consistency.

Charts, Research & Macro Data

Live Bitcoin models, macro economic charts, and weekly research.. all free, no login required. Start with the Bitcoin Harmonic Oscillator for a one-glance read on where we are in the cycle, check where price sits versus its 200-day moving average, or see how Bitcoin tracks the ISM manufacturing cycle.

Live Data. Real Edge.

Paid subscribers get a live members dashboard: the full systematic basket with today’s target allocation and rebalance flag, both systems (the Macro Regime Engine + the 8th Rule), and US sector reads.. refreshed daily before markets open. Screenshot below the cards.

Members Only Access Preview

A sneak peak into the members only area where you have access to everything listed above.

Signature Moments

The engine doesn't predict crashes. It measures the macro environment turning hostile — credit spreads widening, volatility spiking, safety assets bidding — and steps aside before the waterfall. Specific dates, not summaries.

See the full crash-by-crash breakdown in the thesis →

Three Steps

Free vs Paid

Everything runs through Substack. Free gets you in the door. Paid unlocks the full dashboard for the price of a coffee.

Go Deeper

If you want to understand how the systems actually work — and the macro frameworks they sit inside — these long-form guides cover the full thesis. Each one stands alone; together they're the curriculum.