Schelling.Point

November 2025

Strong Opinions not held so loosely

I keep an X list, five OG Discords, and a dozen Telegram groups, staying engaged across all of them to catch alpha—but more often than not, what I…

Nov 10, 2025 • saushank

1

August 2025

Portfolio Update: 19th July, 2025

Fortnightly Updates

Aug 19, 2025 • saushank

1

Portfolio Update: 4th August

Current Portfolio Allocation

Aug 4, 2025 • saushank

1

June 2025

Market Edge, 25th June, 2024

Market Context

Jun 25, 2025 • saushank

1

Market Edge, June 24, 2025

Market Context & Outlook

Jun 24, 2025 • saushank

1

Market Edge

Market Phase: Late Bull Market with Institutional Rotation

Jun 13, 2025 • saushank

1

Market Edge, 11th June, 2025

Market Context

Jun 11, 2025 • saushank

Market Edge, 10th June, 2025

Edge from CT/YT using Claude

Jun 10, 2025 • saushank

1

Market Edge, 9th July,2025

Executive Summary

Jun 9, 2025 • saushank

Market Edge, 4th June

Overall Market Context

Jun 4, 2025 • saushank

Market Edge, 3rd June, 2025

Alpha from CT/YT

Jun 3, 2025 • saushank