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How to Build a One-Person Equity Research Desk (a Mini Bloomberg) with Claude Fable
A mini Bloomberg in Obsidian, built with Claude Fable 5.1 for three portfolios in two markets
Sep 3
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Alpha with AI
43
3
14
August 2026
Delete Your Old AI Finance Skills.
The creator of Claude Code deletes his own instructions with every model release. Here is the five-step rebuild that does the same for your skills…
Aug 22
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Alpha with AI
7
2
3
Alpha with AI is now my full time work
What a paid Alpha with AI subscription now includes: Research Dives, the model portfolio, the watchlist, and AI workflow editions.
Aug 19
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Alpha with AI
5
3
Research Dive #4: Talabat (DFM: TALABAT), Why Is Talabat So Cheap?
Why is Talabat stock down? The Dubai-listed delivery leader, Uber's takeover of Delivery Hero, the technology licence it does not own, and what the…
Aug 15
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Alpha with AI
7
3
5
Research Dive #3: Hilton Grand Vacations ($HGV) Retired 35% of Its Shares. Its Customers Are Falling Behind.
HGV stock is down to $45.66 after a 9.9% one-day fall. Tours are growing, buying is falling, and the loan book is worsening. What the SEC filings say…
Aug 9
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Alpha with AI
8
5
How to Spot Accounting Fraud with AI, from the Filings Alone
Five blind AI agents, real SEC filings. One fraud they recognized, one they reasoned out cold, one mistake they caught was mine.
Aug 6
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Alpha with AI
7
6
I Do Not Trade Options. So I Taught Claude Code to Read Them.
Most unusual options activity is not a signal. My free Claude Code screener proved it in two weeks, kills and one clean loss included.
Aug 1
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Alpha with AI
10
7
July 2026
I Taught Claude Code to Draw a Bloomberg-Style Supply Chain Map from SEC Filings
Oracle (ORCL) is down 63 percent from its high and S&P just cut it to one notch above junk over a single customer. I pointed Claude Code at the…
Jul 19
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Alpha with AI
10
8
Research Dive #2: Solstice Advanced Materials (SOLS)
Why is Solstice (SOLS) down 31%? A $14.5B deal the market hates, a $513M Honeywell clause nobody read, a nuclear monopoly in Superman's hometown & a…
Jul 11
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Alpha with AI
6
8
Research Dive #1: Accenture (ACN)
Why is Accenture (ACN) down 55%? The bear case is in its own 10-K, the AI metric is missing from its earnings releases, and the valuation is my math…
Jul 7
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Alpha with AI
6
7
How I Set Up Claude Code as My Investment Research Analyst 2.0
The setup, 120 days later: one tool fired, everything inside Obsidian, and a research memory that survives every new AI model.
Jul 4
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Alpha with AI
18
2
8
June 2026
I Taught Claude Code to Catch the Insider Buy That Never Shows Up on an Insider Feed
A director or insider electing stock over cash leaves no trace but a footnote. I built a loop to find them using AI.
Jun 29
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Alpha with AI
4
6
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