7 days of Pro on every new account · no card
Your overnight research desk.
Wake up to a short, ranked brief of the ideas where independent signals agree — with the reasoning, the condition that would kill each one, and none of the hype.
- Never invents a number
- Sources cited, gaps flagged
- Grades its own calls in public
The few places where more than one signal pointed the same way overnight.
- A grid-equipment maker6–12 months
Everyone is buying the chip designers; far fewer are buying the transformers and switchgear a datacentre can't open without. That end of the order book fills before the buildout shows up in anyone's revenue.
- Utility capex guidance raised
- Backlog lengthening
- Insiders buying
Kill if Utilities defer the buildout a year, and the backlog becomes an overhang.
- An LNG shipping operator3–6 months
When the price gap between two regions pays for the voyage, the ships get repriced before the cargo does. The fleet is fixed in the short run, so charter rates do the adjusting.
- Regional spread past voyage cost
- Charter rates firming
- Few new ships due
Kill if The spread closes, or a mild winter empties the arbitrage.
- A speciality chemicals supplier12+ months
Customers can't switch supplier without re-certifying the product, so pricing power survives a downturn the market is pricing as if it won't.
- Margin held through the last destock
- Multi-year supply deal renewed
Kill if The end-market's rules change and re-certification stops being a moat.
How it works
It does the reading while you sleep.
No blank search box and no screener to configure. You open Bacon to see what it found.
- Step 1
It sweeps overnight
Bacon reads the day's movers, sector rotation, the macro backdrop, insider filings and the headlines — plus the themes and names you follow — then ranks the few ideas where several signals point the same way.
- Step 2
It shows its work across eight lenses
Open any idea, or any ticker, and see it through eight independent lenses. Conviction comes from agreement between them, never from a single indicator.
- Fundamental
- Valuation
- Technical
- Trend health
- Factor
- Macro / Reg
- Smart-money
- Risk
- Step 3
It grades itself in public
Every call is dated, then priced against SPY thirty days later. The house record is public, misses included — and what it gets wrong feeds back into how it reasons next time.
See the track record
Why Bacon
Built to be checked, not just believed.
It finds, you don't search.
Wake up to a ranked brief instead of a query box — including the second-order names the market hasn't repriced yet, not just the megacaps everyone already owns.
Convergence, not a hot take.
An idea makes the brief only when independent signals agree. Each one ships with what would confirm it and the condition that would kill it, spelled out.
Honest by design.
Real data only, with sources. Any figure it can't source is flagged for you to check. It never invents a price — and it publishes how its calls aged.
The track record
An opinion, with the receipt.
Newsletters market their winners. Bacon's house account files its calls every morning, grades each one against SPY thirty days later, and publishes the lot — in the order they were made.
Pricing
Start free. Upgrade when it earns it.
Every new account gets 7 days of Pro — no card, nothing to cancel.
Free
See how the desk thinks.
$0
Free for as long as you like
- The daily house brief
- 3 eight-lens deep dives a month
- 10 chat messages a month
Pro
RecommendedYour own overnight research desk.
$19.99/ month
or $15/month billed yearly
- A brief built from your watchlist & themes, every morning
- 25 deep dives + 15 pressure tests a month
- Bull vs Bear and investor takes
Desk
For the investor who runs a process.
$49.99/ month
or $37.50/month billed yearly
- Everything in Pro
- 80 deep dives + 50 pressure tests a month
- Red team and chain map on every idea
Use it on your phone
The brief is built for the first five minutes of your morning. Same account on every device.
Add Bacon to your home screen
- Open this page in Safari.
- Tap Share (the square with an arrow).
- Choose Add to Home Screen, then Add.
- Open this page in Chrome.
- Tap the menu (three dots, top right).
- Choose Add to Home screen, then Install.
Questions
Fair questions.
Is this financial advice?
No. Bacon is a research tool. It shows you where independent signals agree, what would confirm an idea and what would kill it — and leaves the decision with you. It doesn't know your finances, goals or appetite for risk, it isn't a broker or a licensed adviser, and like any analysis its output can be wrong.
Where do the numbers come from?
From data providers, never from the model's memory. Prices and the day's movers come from market-data providers; rates and inflation from the Federal Reserve's FRED database; company financials and insider buying from SEC filings. Charts are live from TradingView.
Figures are shown with their source. If the AI states a number it can't source, a data check flags it so you know to verify it before relying on it.
How does it grade itself?
Every call the desk makes is dated and filed. Thirty days later it's priced against the same money in SPY. The house account's record is public — misses included, in the order the calls were made, with no way to reorder by outcome. See the track record.
What's in the free plan?
- The daily house brief
- 3 eight-lens deep dives a month
- 10 chat messages a month
- Track up to 5 names
- The public, graded track record
Every new account also starts with 7 days of Pro, no card needed. When the trial ends you simply move to Free unless you choose a plan. Compare plans.
Can I cancel any time?
Yes. Paid plans renew monthly or yearly until you cancel. On the web, cancel from Account → Plan; if you subscribed in the iPhone app, cancel in your Apple ID's subscription settings. You keep your plan until the end of the period you've paid for.
What happens to my data?
Your watchlist, themes, settings and chats belong to your account and stay private to it. We don't sell personal data. You can delete your account and its data from inside the app, under Account → Delete account. Privacy policy.
See what it finds tonight.
Create a free account. Your first 7 days come with Pro's features, no card needed.