Macro map
Rates, liquidity, policy, earnings, and market structure before chasing the next headline.
Daily issue
Hayes Financial Letter
Recurring notes on better analysis.
A simple dispatch on macro, Bitcoin allocation, semis, data infrastructure, robotics, asymmetric hedges, trade discipline, and the market decisions hiding behind the headlines.
What you get
A cleaner way to follow the portfolio.
The newsletter is built for investors who want context without noise. Billing runs through Stripe at $1.45 per month, the subscription is easy to manage, and the daily letter stays focused on the same loop as the site: macro context, better trade selection, stronger portfolio thinking, and risk that is sized before it becomes a problem.
01
Macro analysis without headline clutter
02
Better trade ideas with risk and sizing context
03
Better portfolio construction and concentration review
04
Bitcoin, semis, data, robotics, and asymmetric hedge watchlists
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Every delivered issue includes a secure manage link for billing updates or cancellation. If you cannot find a recent issue, email support and we will send a fresh link.
Email SupportDaily coverage
Simple daily coverage.
The page stays intentionally light. The subscription is easy to find from the top nav, and the reader has one clear action.
Trade discipline
Setups, invalidation levels, sizing, and the difference between a good idea and a good trade.
Daily watchlist
Asymmetric book
Bitcoin allocation, semis, data, robotics, cash, hedges, and portfolio changes that actually improve the whole picture.
Daily risk review