Pulls hard.
Sheds insight.
Financial analysis with a personality.
Scroll — live data below
Live · today
Where the cycle stands, right now.
Live composite
US recession risk, right now.
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Wage growth — are workers keeping up?
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Themes
What we’re tracking.
01
Equity / Markets
Equity markets and the bond complex. Sector flows, yield curve, term structure, credit spreads.
02
Macro (National)
Regime, cycle, inflation, housing, consumer, credit, labor. The full national macro stack.
03
Macro (Regional)
CPI dispersion, build vs buy, channel mix, migration, demographics, affordability, climate risk.
04
AI Focus
160 companies × 8 industries × 4 scenarios. Top-5 deep dive on the modest-scenario picks.
05
Supply Chain Data
SC Pressure composite + ~50 metrics across DC, middle-mile, last-mile, international.
06
Tools
Pair explorer, transmission network, backtest, comparison, geography. Cross-cutting analytics.
07
Daily Influencers
Weekly five-lens brief on the most macro-sensitive consumer name. Tiles, ranked items, watchlist; methodology plus a live worked example.
Dashboards
Every view.
The forge
Built by a husky — and the human who serves him.
Siberforge is independent macro and financial analysis: written with conviction, debated with rigor, and named after a Siberian Husky who was beautiful, serious, and an absolute clown.
Sixteen years across finance, with a stubborn preference for symmetry and the leading edge of a print.
16y
In finance
2026
Year forged
1
Husky in spirit
Coming later · not the focus right now
One note a week.
No filler.
The week’s macro signal, when the models update, and the occasional husky photo. Not live yet — building first, mailing second.
Email collection is not wired yet. Form is a placeholder for the eventual Buttondown / ConvertKit hookup.