living reportas of November 9, 2026
The Thesis Scorecard
book return−4.0%equal-weight, since July 30, 2026
Pokémon Index+17.7%same window
S&P 500−0.8%same window
Crypto market+16.3%same window
The Weekly Buys book against its benchmarks, rule by rule, regraded every Monday. Losers stay on the board.
The rules, graded
5 rules| Rule | Picks marked | Mean alpha vs index | Verdict |
|---|---|---|---|
| momentum-cohort | 65 | −15.6% | under review |
| print-clock | 154 | −14.1% | under review |
| graded-ladder | 80 | −13.6% | under review |
| stamp-freeze | 15 | −11.5% | under review |
| sealed-ev | 4 | −16.5% | watch |
Scroll the table sideways for every column
Best and worst calls
marked picksBest calls
Kieran - 218/167 — PSA 10 · 2026-W34+36.0%
Kieran - 218/167 — PSA 10 · 2026-W35+36.0%
Kieran - 218/167 — PSA 10 · 2026-W36+36.0%
Worst calls
Zapdos (Fossil) — PSA 9 · 2026-W32−66.3%
Zapdos (Fossil) — PSA 9 · 2026-W31−66.3%
Zapdos (Fossil) — PSA 9 · 2026-W33−63.1%
Every pick is scored from its published entry price on its published date, never back-dated. A young book is reported as young, not extrapolated. A rule is marked “under review” only when six or more marked picks run negative alpha, the same evidence bar we hold price data to. Rule changes are announced here, on the record.