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Tuesday · March 18, 2025 · Daily Briefing No. 3,812 U.S. Markets Open · S&P 500 +0.42% RSS Feed

FREE RESEARCH VAULT · UPDATED WEEKDAYS 06:30 ET

The Free Research Vault: 1,400+ Audited Tear-Sheets, No Email Required.

An open archive of original equity tear-sheets, options models, on-chain crypto reports, macro screens, model portfolios, and back-tested screeners — written under real names by 19 senior analysts, downloadable in PDF and CSV, refreshed daily since March 2014.

Curated by the Trading & Investing research desk  ·  Updated 18 March 2025  ·  No paywall, no email gate

THE COLLECTIONS

Six navigable collections. Filter by ticker, asset class, or theme.

The vault is organized the way a real sell-side research desk organizes its library — by document type first, then by underlying, then by theme. No tag-cloud graveyard, no dead links.

  1. 01

    Equity Tear-Sheets

    Single-name 6–14 page write-ups on 920+ US, EU, and HK-listed names. Every sheet ships with a published entry, target, stop, and time-stamped exit. Filter by sector or market cap.

    920 documents · PDF + CSV · Last updated 17 Mar 2025

  2. 02

    Options & Volatility Models

    Vol surface plots, term-structure screens, and skew trades for SPX, NDX, major single names, and FX pairs. Built on the proprietary T-I Volatility Score applied to 7,200+ tickers daily.

    210 documents · XLSX + PDF · Licensed to 41 hedge funds

  3. 03

    Crypto On-Chain Reports

    Weekly exchange-flow, MVRV, and stable-issuance reports for BTC, ETH, and the top-40 altcoins. Data sourced from Glassnode and on-chain node partnerships under written license.

    140 documents · PDF + raw CSV

  4. 04

    Macro & FX Screens

    Cross-asset screens across G10 FX, sovereign rates, commodities, and equity factor baskets. Updated weekly after the Wednesday ISM and Friday NFP releases.

    85 documents · Updated every Friday 14:00 ET

  5. 05

    Model Portfolios

    Nine live model portfolios — Tactical Alpha, Dividend Compounders, Gold-Hedged Equity, Crypto Basket, FX Carry, and four more — published with full daily position files since 2014.

    9 portfolios · 9,700+ historical position snapshots

  6. 06

    Back-Tested Screeners

    45 Python/Excel screeners with 10–25 year back-tests, slippage assumptions disclosed, and survivorship-bias-free universes. Source code is human-readable, not compiled.

    45 screeners · .py + .xlsx + methodology PDF

Portrait of Priya Anand, CFA, Head of Macro Research
Priya Anand, CFA Head of Macro Research · Founding Partner

THE ANALYSTS BEHIND THE VAULT

"If we can't put a name on it, we don't publish it."

Priya leads the 11-person macro and FX desk from our New York office. She holds the CFA charter, sat on the buy-side at Lazard Asset Management for nine years covering sovereign and credit, and built the original yield-curve screen now used by nine university endowment programs under licensing agreements. She co-founded Trading & Investing in March 2014 after a stint leading the Bloomberg terminal product team — which is why every tear-sheet in the vault is keyboard-tested against a real workflow, not a hypothetical one.

Her coverage universe this quarter: US Treasury term structure, G10 FX, sovereign credit, and the cross-asset screens that sit behind the weekly NFP and ISM reaction models. She publishes under her own name, answers reader email at [email protected], and ships every chart in the vault with the underlying CSV attached — no paywall, no email gate, no pseudonym.

Publishing this week: a fresh FX-carry screener (Wednesday), an updated gold-vs-real-rates tear-sheet (Thursday), and the Q1 model-portfolio rebalance note (Friday, 14:00 ET).

BY THE NUMBERS

The vault, in audited figures.

Every figure below is independently verifiable — sourced from our Q1 2025 editorial audit by Mainstreet Trading Audits, LLC, or from public licensing filings.

1,400+

Tear-sheets, models, and screeners

All free to download, no email required.

84GB

Original analysis, audited

PDF, XLSX, CSV, and Python source files.

19

Senior analysts on staff

11 Series-licensed, 4 CFAs, 2 ex-prop traders.

138

Countries served by the briefing

Companion to the vault, free in 138 markets.

PRACTICAL QUESTIONS

Who can use it, how fresh is it, can I share it?

The questions financial advisors and compliance-minded traders raise before downloading third-party research — answered plainly, in plain English.

How often is the vault updated, and what's stale?
Equity tear-sheets are refreshed on a rolling 90-day cycle — anything older is moved to a clearly labelled "Historical" folder so you never confuse a 2018 view with a 2025 view. Macro screens update every Friday 14:00 ET. Crypto on-chain reports update Mondays. Options models roll forward at each monthly expiration.
Can I redistribute the research — to clients, colleagues, or on a blog?
Personal use and redistribution to your own clients within a single advisory firm is allowed with attribution to Trading & Investing and the named analyst. Republishing in bulk on a public website, paid newsletter, or competing research product is not — see the full vault licensing terms. We're a small team; please don't resell our work.
Is this general market commentary or personalized financial planning?
General market commentary. We do not know your portfolio, your tax bracket, your time horizon, or your risk tolerance, and we will never claim to. Nothing in the vault is a personalized recommendation under any SEC, FCA, or MAS rule. If you need a personalized plan, hire a fiduciary adviser licensed in your jurisdiction.
Where does the underlying data come from? Are you paid by any broker or exchange?
Market data comes from licensed feeds (Bloomberg, Refinitiv, ICE) under our own subscriptions; on-chain data comes from Glassnode and node-operator partnerships with disclosed written licenses; macro data is public (FRED, BIS, IMF). Trading & Investing is independently owned by Velez Anand Media LLC. We accept no payment for coverage of any security — see our research independence statement.

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