About

[Name] is the publication of an experiment. It is one person reading the world, building tools, holding positions, and showing the work.

Who is writing

I am Mike Singer. I studied philosophy. I am not a finance professional and have no formal investment-management training.

I have been building Time Detective's, a project to bridge entertainment and history. Five years ago I began building NewsPlanetAI -- an apparatus that reads several hundred news articles per day and surfaces the slow geopolitical patterns underneath the daily noise. Both tools were built first for myself, then for people I have shared them with.

This publication exists because I wanted to test a question the financial press largely answers in the negative: can a layman with very little capital, using accessible AI tools and a patient method, grow a portfolio by reading the world rather than reading the market? Five years and a series of conviction trades later, the answer is in progress -- which is why the portfolio is public.

The method, briefly

NewsPlanetAI surfaces patterns. Per-ticker wikis carry the structural facts -- regulatory filings, contract awards, who pays whom. Per-counterparty wikis (the Department of War, the NRC, the Space Development Agency, China's MOFCOM) map which holdings move together when one of those nodes shifts. A set of hard rules governs how positions are sized, trimmed, and added to. Personal intuition, scuttlebutt, primary-source reading, and a philosophy of waiting fill the rest.

The weekly brief is the synthesis in motion. It is what comes out of the apparatus on any given week.

How performance is measured

Two numbers, both shown on the hero block:

• Lifetime return on net cash invested. Money-weighted: what I deposited, minus what I withdrew, against what the book is worth today. Sourced from monthly Robinhood account statements going back to 2018-01, reconciled against broker truth to the cent. The "what I put in, what's there now" number.
• CMU unit ratio since the May 2026 baseline. Time-weighted, deposit-adjusted, comparable to benchmarks (SPY, QQQ, XME over matching windows). Sample size grows with time; today it is two weeks.

The full math, including the convention used to separate price-driven returns from contribution-driven moves, is documented in the project repository.

Skin in the game

Every position discussed in the brief is one I hold. The full holdings list is at /disclosure. I do not accept paid promotion of any security. I do not trade in the 48 hours surrounding publication of any post that names a specific ticker.

Cadence

Weekly minimum, irregular preferred. The publication's tempo is the synthesis's tempo, not the market's.