Calling all business leaders
The insight you need to make the capital decisions that matter.
For founders, executives, and allocators, understanding economic cycles is critical to making smart decisions. You commit capital to plans that take years to pay off. ON1010 turns what the economy is actually doing into plain-English insight you can act on with confidence.
Built by analysts who understand both the cycle and the operator. 14-day money-back guarantee.
The Gap
Most macro media is written for traders. None of it is written for you.
You make decisions where being wrong is structural. A capex commitment locks in costs for five years. A hiring plan reshapes the org for a decade. A portfolio allocation either compounds for your family or doesn’t.
The Bloomberg terminal does not help you decide whether to add another facility. The Twitter macro account does not tell you when to hire. The financial news network is selling rage and attention, not the framework you need to act with confidence on what the economy is actually doing.
ON1010 fills that gap. Every signal we publish answers one question: what should you be thinking about, and what should you do about it.
Built For You
If you have ever wondered any of these, you are who we write for.
“Is this the right time to lock in financing?”
“Should we be expanding or holding cash?”
“How do I read the data without becoming a full-time analyst?”
“What is the market actually telling me about the next eighteen months?”
Who reads ON1010
If you allocate capital with consequences, this was built for you.
Real reader portraits. If one of these fits, you will get value from day one.
The Founder
You built the company. You decide what comes next.
Hiring plans, capex windows, financing timing, M&A. The cycle is one of your biggest unknowns. We make it your smallest.
The CFO
You manage the cash, the credit lines, the forecast.
You need a view of inflation, rates, and credit that is sharper than the news but does not require you to read ten newsletters.
The Advisor
You sit across from clients with multi-year horizons.
You need a current macro framework you can credibly explain when a client asks “what should I be doing differently right now?”
The Operator-Investor
You allocate your own capital like you allocate the company’s.
Position-trading is for someone else. You hold. You compound. You need the framework that helps you hold through the right cycles and pivot in the wrong ones.
What you get
The economic cycle, on the calendar you actually keep.
Daily for the morning read. Weekly for the lens. Monthly for the long view. Quarterly for the state of play. One subscription. No fragmentation.
Before market open
Free · web
The Morning Bell
The single read that catches you up before your day starts. What moved overnight, what data prints today, what it could mean for the cycle. Published to ON1010.com before the open. Free, always.
If you only have five minutes before your first call.
Weekly
Free · email
The Long View
The Sunday read that ties the week together. What the data actually said. What the consensus is missing. Three stories that matter for the cycle, the framework that holds them, and the week ahead. Delivered to your inbox before coffee Sunday morning.
The weekly that pays for itself in coffee shop conversations.
Weekly
Premium
The Memo
The letter you would write if you had a full-time macro economist on staff. Eight to twelve minutes of reading on what is worth your attention this week, where the consensus is wrong, and what you would be thinking about if you were running a business through this cycle.
This is the reason most Premium subscribers say the subscription pays for itself the first month.
Monthly
Premium
The Invisible Hand Report
A long-form macro essay on the most important framework of the month. Three to five thousand words of original analysis, built on FRED, BEA, and BLS data and connected directly to capital decisions.
The deeper take. The one that ends up in the desk drawer for re-reading.
Jan · Apr · Jul · Oct
Premium
The Signal Report
The quarterly state of the macro economy. Four to six thousand words, every sector, every signal, framed as decisions you should be revisiting. The piece your board should read before the next planning meeting.
The one you share with your board, your partner, your CFO.
Refreshed daily
Premium
The Indicators Dashboard
Ten macro indicators that the people running businesses should be watching, refreshed nightly from public data. Profits vs Capex, PCE vs Fed Policy, Sectoral Balances, the Stock-Bond Disconnect. Every chart includes the evergreen framework for reading it.
The library your decisions hang on.
A taste of what’s inside
Inside this week’s edition of The Memo
The actual table of contents from a recent issue. Subscribers got every one of these in their inbox Wednesday morning.
- The number nobody is talking about that decides the next 24 months. Why the slowdown narrative is leaning on the wrong data points.
- The 1997 analog the consensus has not noticed. What happened last time the curve steepened with the front end this high.
- Why credit markets are not yet flashing the warning the equity market thinks they are, and the exact spread reading that would change our view.
- If you are running a business right now, the three lead-time signals to ask your CFO about before the next operating review.
- If you are advising a portfolio, why the defensive rotation is most likely six months early and what to watch before pulling that trigger.
- The Wednesday FOMC minutes signal we are watching closer than the dot plot. What each plausible outcome would mean for the next six months.
- The four-week jobless claims pattern that has preceded every easing cycle, and why it has not started yet.
- The Q1 corporate profits revision in late June nobody is putting on their calendar, and what specifically to watch in the IVA / CCAdj adjustment.
The Indicators Dashboard
Ten charts that run your decision-making.
Public data, ON1010 framework, refreshed nightly. Every chart includes the evergreen rules for reading it.
Indicators, ready for your Monday morning.
No interpretation drift. No fabricated commentary. Pure data plotted in the ON1010 framework, with the rules for reading each one alongside.
PCE Inflation vs Fed Policy
Where the Fed has cover
Core CPI by Component
Labor Health vs Confidence
Temp Hiring vs Continuing Claims
Real GDP vs 1.8% Trend
Sectoral Balances
PCE Headline vs Core
PCE 1-Month Annualized
Pricing
One subscription. Everything in.
No tiers. No upsells. No bait-and-switch. Cancel any time.
5
/ week
Billed annually at $260. Less than a single shared lunch.
14-day money-back guarantee, no questions asked.
Everything included
- The Morning Bell · daily web read, free always
- The Long View · Sunday weekly email, free always
- The Memo · Wednesday premium letter, every week of the year
- The Invisible Hand Report · monthly long-form essay
- The Signal Report · quarterly macro state-of-play
- The Indicators Dashboard · 10 charts refreshed nightly
- Full archive · everything ever published, searchable
Common questions
Answers before you ask.
How is this different from Bloomberg, Stratechery, or the financial press?
Bloomberg sells data. Stratechery covers tech strategy. The financial press sells attention. ON1010 is the only research letter built for the person actually running a business or allocating capital with multi-year horizons. Every signal is framed against the decisions you have to make.
I am not a trader. Will I get value?
That is exactly who this is for. If you do not trade for a living, you are our reader. We do not write about positioning the next print. We write about how the cycle should change your thinking about hiring, financing, capex, and allocation.
How long does it take to read?
The Long View is a 6-8 minute Sunday read. The Memo is 8-12 minutes on Wednesday. The Invisible Hand Report is 15-20 minutes once a month. The Signal Report is 25-30 minutes once a quarter. Most subscribers read about 30 minutes a week.
Do you give investment advice?
No. ON1010 is a publisher of economic education and research content. Nothing we publish is investment advice, a recommendation to buy or sell any security, or a solicitation. All content is for educational and informational purposes only.
What if it is not for me?
Fourteen-day money-back guarantee. Email us, get a full refund, no questions asked.
Who writes this?
ON1010 Research, an editorial institution focused on macro frameworks for business decision-makers. The work is researched, framework-driven, and rigorously sourced. AI assistance is disclosed in our editorial notes.
The next cycle is already pricing itself in. Be ready.
$5 a week. Everything included. Cancel any time. Read your first Memo within the hour.
14-day money-back guarantee · Billed $260 annually