The models and trackers behind the research, free to download and edit. No black boxes — every assumption is a cell you can change. Updated as each data release lands.
Valuation workbook for any listed company: P/E, DCF and ROE methods run in parallel, plus a 14-factor quality scorecard, an Altman Z bankruptcy check and a reverse-DCF. Change the ticker and paste new financials — everything recalculates. Ships loaded with the latest Tesla run.
Monthly Report On Business tracker: headline and every sub-index, the 17-industry growth/contraction rankings, a sub-index heatmap, a sector and stock map, and the long/short signals the framework derives. One editable data file regenerates the dashboard, tracker and playbook each month.
The six workbooks behind the composite regime score — growth, labour, rates, credit, breadth and volatility — with the pre-set trigger rules that flip each signal, and a FRED-linked data tab. This is what gets refreshed to produce the monthly report.
The three macro models — Building Permits Regime Change Forecaster, Macro Stock Market Health Composite and PMI + Sentiment Cycle Buy — read their economic series independently of the chart symbol, so they overlay the same regime read on any market.
For educational purposes only. These models embed my own assumptions and are not investment advice. Verify all data against primary sources before using it to make decisions.
New model versions and refreshed data go out with the monthly report.
