[Title: a question or claim]
One sentence on what this post is trying to decide or clarify.
1) Thesis
- What I believe: …
- Why it matters: …
- What would change my mind: …
2) Setup (no recap fluff)
Give just enough context to frame the problem. Assume the reader already saw the headline. Your job is the “so what?”.
3) Framework
Pick one framework per post: drivers/constraints, unit economics, balance sheet stress test, incentives, or second-order effects. Keep it simple and explicit.
4) What I’m watching next
- Indicator #1
- Indicator #2
- Indicator #3
5) Bottom line
In one paragraph: say the conclusion plainly.
Reminder: Don’t rewrite the WSJ. Use it as input—then publish your framework and decision.
Not investment advice. For discussion and learning.