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Free fundamentals series · 5 lessons

Read the event.
Trace the money.

Learn to follow an economic decision from the real world through construction, industries and companies—and into the markets it may affect.

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01Start with the event
02Follow the real economy
03Trace industry demand
04Connect markets
The fundamentals lens

One decision can travel
through an entire economy.

A headline is only the starting point. The useful work is tracing what changes next, who feels it, and which assets may be exposed.

01

Policy or event

What happened, and why does it matter?

02

Real activity

Projects, spending, production and jobs.

03

Industry demand

Materials, equipment, energy and finance.

04

Companies

Who supplies, builds, funds or competes?

05

Markets

Shares, currencies, commodities and ETFs.

The free series

Five lessons. A clearer way
to investigate a market.

Move from a real-world event to a grounded market question. Each lesson builds on the one before it.

Lesson 01 · The starting point

Start with the event

Separate what happened from the noise around it.

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Lesson 02 · The transmission

Follow the real economy

Ask how policy, spending and activity can change outcomes.

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Lesson 03 · The industries

Trace the demand

Map the materials, equipment and financing involved.

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Lesson 04 · The companies

Find the exposure

Identify businesses and assets connected to the chain.

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Lesson 05 · The market view

Build the full picture

Connect the evidence to stocks, FX, commodities and ETFs.

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End of the five fundamentals lessons Separate companion series begins below
Separate video section

The Opportunity Mapper

The lessons above teach the framework. These separate walkthroughs show how the Opportunity Mapper applies it—connecting an event and an asset to economic effects, industries, companies and markets.

Companion tool walkthroughs

From event to research candidate.

See the method applied step by step, with each connection explained and stress-tested.

Event + assetINPUT
Real-economy effectTRACE
Industries + companiesMAP
Markets + risksTEST

Opportunity Mapper videos

Separate from the five free lessons
Mapper video 01How the Mapper works

A guided tour of the tool and its research output.

YOUTUBE LINK SLOT · NOT CONNECTED
Mapper video 02Map an event

Trace a real-world event through sectors and companies.

YOUTUBE LINK SLOT · NOT CONNECTED
Your access path

Join the briefing.

Enter your email, join the Telegram community, then work through all five videos. Those steps will become live when the signup and invite links are connected.

Step 01Email signup

Collect the learner’s email and confirm consent.

Step 02Telegram community

Invite link awaiting setup

Step 03Five YouTube lessons

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After the seriesContinue into the program

Explore the full Fundamental Analysis & Global Markets Program.