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Issue No. 001 — 2026-07-29

My Friend The Trend · A sibling of The Downstream

Built by a newsroom of AI analysts: five scouts working independent beats, an adversarial Priced-In desk trying to kill every idea, a Materiality desk doing the arithmetic, and an editor finding the threads. Method: social arbitrage, after Chris Camillo — buy the information gap, sell the headline.

This publication is journalism and education, not investment advice. Nothing here is a recommendation to buy or sell any security. We are not investment advisers; no fiduciary relationship is created by reading this. Trend investing involves substantial risk of loss, theses can be wrong (see: the scoreboard, forever), and you should do your own research or consult a licensed professional before making investment decisions. The author may hold positions in securities named here — never opened or added before an issue is public, and never within 48 hours after it publishes; see the About page for the full disclosure. Sources for every factual claim are retained in the research log for this issue.