A market is a ledger. Learn to read it.
The six volumes of The Scoreboard argue that every equity price is a cash-flow forecast divided by a political decision about money, produced by physical capacity, permitted by funding, split by geography, timed by forced flows, and governed by a regime you must identify rather than predict. This companion turns that argument into something you can explore.
Six books, one chain of questions
What you can do
Follow a shock
Walk through causal chains from a trigger to a price, with the author’s confidence on every link.
Name the regime
Monetary dominance, fiscal dominance, or the conflict between them, and why risk lives in the transition.
Ask “what changes if…”
Re-trace the books’ mechanisms under a hypothetical, with stated versus inferred effects.
Run the arithmetic
Eighteen calculators: duration, correlation flips, reserve drains, basis-trade leverage, sizing to survive.
Explore the map
See how concepts connect across volumes and find the path between any two.
Hold the dispute open
The questions the books deliberately leave unresolved, with both positions.
Honest by design
This is an educational study aid, not investment advice. It gives no buy, sell or hold recommendation and does not predict markets. Numbers are a dated snapshot (10 October 2026) taken from the books. The books’ own Contested, Speculative and Unverified tags are kept, and items worth double-checking are marked needs_review.