Deep-dive investment research from The Curious Mind. Published twice monthly. Issues No. 1 and No. 2 are free; from September the Letter is for subscribers.

No. 1 The Ledger War - August 2026

Three refinancing treadmills, one pool of savings — and the gold call, on the record and timestamped.

Curious Mind Research Letter 1.pdf

No. 2 The Weirdness Premium - August 2026

What happens to a market when everyone's filter converges — and why the next decade may pay for the thing the machine can't do.

Curious Mind Research Letter 2.pdf

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This is not investment advice — see the full disclaimer at thecuriousmind.org