Direct market intelligence, not a wire feed with your logo on it.

The full research operation behind Market Musing, built for desks that need the read before positioning, not after. Twenty founding seats. No self-serve checkout, no auto-renew surprises.

40+ yrs

Institutional equities, sell-side desks

'07–'08

Equities contact, U.S. Treasury Markets Desk & NY Fed, through the crisis

No CIO

Trades his own capital. No LPs, no committee to please

TERMS

The arrangement, plainly.

ANNUAL RATE
$2,000$2,500 standard

FOUNDING TERMS

Code FOUNDER2026, capped at 20 seats, locked rate for as long as the seat is held

BILLING

Off-platform. Invoiced directly, no recurring card capture inside this site

DELIVERY

Daily and midday briefs by email, PDF + interactive HTML, before the U.S. open

TERM

12 months, no auto-escalation without notice

4 OF 20 FOUNDING SEATS FILLED

WHAT'S INCLUDED

Everything in Pro, plus the institutional layer.

Daily Brief

Ten-section daily read: TL;DR, geopolitics, markets, movers, commodities, financials, energy, macro, calendar, risk.

DAILY · IN PRO

Weekly Recap

Macro trends, fixed income, FX, crypto, commodities, and what to watch next week.

WEEKLY · IN PRO

Midday Delta

What changed since the open. Positioning, cross-asset read, what's offsides into the close.

DAILY · INSTITUTIONAL ONLY

Geopolitics Brief

Political-science read on what's moving markets from outside the tape, competing interpretations included.

AS WARRANTED · INSTITUTIONAL ONLY

Institutional also includes a direct line to the author — not a support inbox, a reply from Phil.

ENROLLMENT

This isn't a checkout page. It's an application.

Institutional access is capped and reviewed by hand. If it's a fit, you'll get an invoice and be added directly. If it's not, you'll hear that too, no hard sell either way.

TO APPLY

Fund / desk name and mandate
Primary use case (positioning, client-facing, research input)
Number of seats needed

Request institutional access →

Routes to a direct reply, not a support queue