📢 We’ve just launched a new format on OAK Research: the Market Briefing, a concise market recap with our analysis and an update on our positioning.

Over the past year, we’ve published several in-depth reports to share our market views (on October 20, 2025, we outlined our bear market thesis, and on July 7, we explained why we believed that bear market was approaching its end).
In between, we shared updates through articles and Alpha posts, but it was difficult to maintain a clear thread connecting our analysis over time.
The only place where we really did that was in our weekly Block-Note newsletter.
From now on, the Market Briefing will be published every Wednesday evening, giving us a consistent way to share our market view, scenarios, and portfolio moves.
The first edition is already available for our Premium subscribers.
👑 Want to join us? Get 25% off your subscription with through the link in the comments.