Track conviction, not noise.
We read the commentary so you don't have to. Conviction Scout turns conflicting market voices into structured theses, evidence trails, and the strongest counter-arguments — so every decision you make is explainable.
Evidence first
Every claim has a source
Opposition built in
See both sides before you decide
You stay in control
We never touch your money
Scouting report
Live field intelligence
Real theses extracted from public commentary — each with evidence strength and the strongest pushback.
Rates cuts could support duration-sensitive assets
Lower policy rates may ease the pressure on long-duration exposures if inflation keeps cooling.
High confidence
Synthesised from 5 sources
Credit spreads may stay contained outside a growth shock
The current reading suggests risk remains manageable unless growth data deteriorates abruptly.
Medium confidence
Synthesised from 4 sources
Energy prices remain the main macro wildcard
A tighter energy market can reintroduce inflation pressure even when the rest of the basket cools.
Medium confidence
Synthesised from 6 sources
Your intelligence process in four steps.
We scout the terrain so you can focus on decisions. Every stage leaves a clear trail you can review and audit.
Scout
We monitor carefully selected public sources so you don't have to — always preserving where every idea came from.
Extract
Commentary is distilled into structured theses, claims, and evidence trails you can actually follow.
Challenge
Every thesis surfaces its strongest counter-argument. You see both sides before you decide.
Brief
Your scouting report: evidence strength, market conditions, and how views map to ETF exposures.
Market conditions
Cautious easing — current terrain across key macro dimensions.
liquidity
Easing
inflation
Cooling
growth
Slowing
risk sentiment
Mixed
Updated 2h ago
Trust signals
Core metrics from the evidence trail.
Sources scouted
120+
Curated public commentators monitored so you don't have to.
Theses mapped
48
Structured theses with evidence and counter-arguments.
Hours saved weekly
15+
Of commentary synthesised into clear scouting reports.
Choose the depth that fits your process.
Observer
$0
See what the market is debating — full thesis intelligence, evidence, opposition, and ETF candidates.
Scout
$19
Understand what the opposition thinks — persistent, organised workflow with watchlists, alerts, and comparisons.
Analyst
$49
Turn understanding into research-backed ETF positions — exports, automation, and API access.
Intelligence Desk
Talk to us
Run your own intelligence operation — shared workspaces, governance controls, and dedicated support.