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Each morning Quant Data publishes a dated ledger of what 14 paid research publishers put out the day before: who wrote about which ticker, the directional statements they made and who originated them, the numbers they stated, and the observations they said would prove them wrong. The email is that page, sent to you, in English or Chinese. It is free, and the full text always stays on the site.
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Four notes, four publishers: Irrational Analysis dismantles the HBM supercycle thesis, Simon's Substack ranks silver juniors, Macro Charts flags a positioning minefield, Capital Wars probes Bitcoin's liquidity ties
On 2026-09-06 four publishers each put out one piece: Irrational Analysis, an anonymous semiconductor engineer/investor, filed an 11,700-word Hot Chips 2026 recap covering memory, disaggregated inference and CPU architecture; Simon's Substack screened ten silver and silver-lead-zinc mining juniors by chart strength and revenue purity; Macro Charts mapped crowded positioning across equities, rates and commodities ahead of a dense September macro calendar; and Capital Wars examined whether Bitcoin's price correlates with Treasury and PBoC liquidity measures. Every statement below is attributed to the publisher that made it, using the publisher's own numbers and framing. Quant Data did not verify any of these claims and takes no view on them.
4 pieces · 4 publishers · 10 directional statements on record · 10 falsification points
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Sources are paid research publishers accessed through the GeoScope aggregator under a licence that permits redistribution. Educational only: not investment advice, not a recommendation, not a forecast.