The desk, week by week.
Every Saturday the desk closes the week: what the regime did, what breadth is saying, what survived the funnel, and what is on the shortlist for Monday. Published as produced.
This is the research half of an internal review. Portfolio, positions and personal allocation are removed before publication. Nothing here is a recommendation or investment advice, and the author is not a SEBI-registered research analyst or investment adviser — names are screening output and observations only.
2026 7 issues
Breadth is healing. The gate is still shut.
Same verdict. Honest arithmetic.
The gate stayed shut — and that was the trade.
A market at the cusp — rebuild the book, by the rules.
A violent swing bounce — under a still-bearish bias.
A defensive crouch beneath a still-green surface.
A defensive crouch beneath a still-green surface.