Write a thesis

A claim about the future, three things that express it, and the strongest case you are wrong.

Sign in first. A thesis needs a wallet behind it — that is who gets the byline.

The claim

The basket100%

34%

33%

Three holdings, each 10–70%, adding to 100.

Why this is rightWhy it might not beThe strongest honest case against you. Every thesis here has one — it is the reason anybody believes the rest.

Publishes straight away. The rest of the write-up — the summary, the per-holding reasoning and the falsifier — is drafted from what you wrote above, and your words for the case against are published verbatim.