Event-triggered publication
The Market Crash Report
A standing reference for major market dislocations. When a 20%+ drawdown materializes, a recession is announced, or a regime shifts, we publish an issue covering what happened, where it sits in 75 years of historical data, what investors typically do at moments like this, and what our methodology says about it.
When this publication fires
- 20%+ drawdown from a recent S&P 500 peak.
- Recession announcement (NBER or sustained signal cluster).
- Geopolitical shock with material market reaction.
- Sudden regime shift (rates, currency, banking event).
We deliberately do not publish on every wobble. Restraint here is what gives the publication weight when it does fire.