YOUR RESEARCH / YOUR ACCOUNT
Your research, allowance and subscriptions, together.
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ACCOUNT
Account settings →RESEARCH ALLOWANCE
Three free company generations for the lifetime of your account, with no monthly reset. Only successful new research you initiate is charged. Reused reports are free; the same company is not charged twice. Pending requests reserve a slot; failure releases it. Site research budgets apply separately.
YOUR LIBRARY
Reading existing reports uses no allowance.
View my reports →FOLLOW / EVIDENCE / REVIEW
Follow a hypothesis to see in-app alerts for new research or revisions. An alert invites review; it does not validate a conclusion.
Email reminders join your confirmed weekly digest for its selected themes, at most once a week. Following does not subscribe you to email.
Research hypothesis: demand must convert into cash to support expansion. Financing capacity must be assessed company by company.
Reconsider sustainability if collections lag persistently while refinancing dependence and financing conditions worsen. One observation cannot represent the entire industry.
Research hypothesis: persistence and cost pass-through determine profit and inflation effects. Higher oil prices do not benefit every energy company.
Downgrade the persistent-price-pressure hypothesis if restored supply, inventory rebuilding or demand contraction offsets the shock. Separate crude prices from refining margins.
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Revisit existing research. Start new analysis only when you choose. Times are in Beijing time.
RESEARCH LETTERS
Sundays at 18:00 Beijing time, only when new research is available. At most one email per person each week.
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