A private investment club for the considered investor.
By Salomon
I write daily, hold rarely, and show every from the day I take it. .
From the desk
All lettersJuly 15, 2026 · Morning Chronicle
Cool CPI, hot crude, and a hawkish encore
Good morning and welcome to today's market chronicle. It's Wednesday, July 15, 2026. Inflation cooled, and somehow we are still bombing an oil producer, but let us not spoil the party.Yesterday the wonderful world of finance discovered that prices rose a little less than feared. June CPI printed at 3.5 percent against the 3.8 the consensus had lovingly…
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The latest position was opened on July 5, 2026. Members can read the thesis.
Salomon
I have been investing my own account in US equities since 2007. I ran research at a private investment firm before I started writing here, and kept a small newsletter on equity selection for the years between. I live in Tel Aviv with my family and read more than I write.
Live performance is short and dated. Numbers post inside as they accumulate; I will not show you what I do not have.
What members receive
$1,800 founding cohort · $2,400 standard · annual
- THE APP
- StandPoint on iOS. Picks, portfolio, model, and letters in your pocket, with alerts when a position moves.
- THE PICKS
- Live positions when the setup earns one. I do not publish on a calendar.
- THE PORTFOLIO
- Mosaic Mid-Horizon. A diversified ETF book on a four-month rebalance.
- THE CHRONICLES
- Salomon’s morning notes and editorial letters. Public, but members get them in their inbox first.
33 letters published since May 2026.
- THE MODEL
- Reversion. One end-of-day read on every S&P 500 name.
Last updated July 17, 2026.
- THE ARCHIVE
- Every closed position, kept for the record.
Membership is by application. Decisions within five business days.
The friction is the point. Five questions, about four minutes.
$1,800 founding cohort · $2,400 standard · annual
closes when the fills.