Sigmance Research
Published R&D - straight from the machine.
The same engine that runs our capital writes our research - alpha theses, market intelligence, and deep dives, published on Substack. Free readers get a sample; paid readers get the full cadence. Same machine, same quality, either way - paid just gets a lot more of it.
What we publish
Alpha Theses
Tradeable dislocations with the mechanism, the entry, and the falsifier - not just a take.
Ripple Reports
How real-world events propagate across companies, sectors, and portfolios - 1st, 2nd, and 3rd order.
Macro & Regime
Regime shifts, cross-asset positioning, and the scenarios that branch from the present.
Deep Dives
Single-name and thematic deep research with provenance, evidence, and confidence.
Free and paid - same machine
Same research, same depth, same rigor in both. The only difference is how much we publish - free is a sample, paid is the full cadence.
Free
A sample of the machine's research, published less frequently. Same depth and rigor as paid - just fewer of them, so you can see exactly what the machine produces before you subscribe.
Read free postsPaid
The full cadence. The same research, published far more often - the complete stream of alpha theses, ripple reports, and deep dives as the machine produces them. Don't want to miss out? This is the one to subscribe to.
Subscribe on SubstackDon't miss what the machine sees.
Free is a taste. Subscribe to Sigmance Research for the full cadence - every alpha thesis, ripple report, and deep dive as it ships.
Subscribe on Substack