Latest6/10 - 초대형 ipoThe trade desk,
The trade desk,
in public.
A working journal of strategist views, live trades, and macro reasoning. Published the moment a position changes, not when the quarterly comes out.
Inside the platform
Three surfaces, one source of truth.
Every published view is a row. Every trade is a row. Every comment is a row. Nothing lives in a slide deck.
Strategist Views
/ viewsA monthly consensus matrix across asset classes. Expand any row to see who voted overweight, neutral, or underweight.
Trade History
/ tradesEvery position, horizon, and return. Filter by strategy, asset class, or time window.
Blog & Comments
/ postsLong-form rationale that pairs with each view and trade, ready for threaded discussion.
Latest
