Research
Desk notes
Weekly write-ups on what the paper book did. Process first. Not a pitch.
01 Aug 2026
Week of 1 Aug 2026
Fresh Alpaca equities paper book at $100k. Public desk is equities-only; sleeve mix reset to the live target weights.
27 Jul 2026
Week of 27 Jul 2026
First full public week: PEAD turnover, risk-parity DBC exit, and LinkedIn traffic to the Live desk.
20 Jul 2026
Week of 20 Jul 2026
Opening desk note for the public paper book: markets, book posture, and what we are watching next.