Founder of Hedge Fund Telemetry. Ten years on the desk at Level Global Investors before that, reading sentiment extremes and cross-asset divergences for a living.
Every note on this site is written by him, every trading day. Not a team, not a content operation.
Hedge Fund Telemetry exists to give you unprecedented access to customised research and information from well-known firms and figures in the industry. The goal is to bring you inside the hedge fund world and offer perspectives and insights unlike anything else coming out of Wall Street.
The work is portfolio-level. It is built for allocators, professional traders, RIAs, family offices and serious long-term investors who need to understand where markets are fragile, where positioning is crowded, and where risk and reward have quietly flipped. If you are looking for 0DTE options alerts or five-minute scalps, this is not for you.
Three things drive the work. Sentiment extremes from the Daily Sentiment Index across 45 markets, where readings above 80 and below 20 are the zones that matter. DeMark exhaustion signals, Sequential and Combo, which say when a trend is tired rather than when it has reversed. And cross-asset positioning, connecting equities, rates, credit, commodities and volatility into one framework.
None of it is consensus. Where the three disagree, that disagreement is usually the note.
"I was fortunate to have Tom as my trader for nearly 10 years. His ability to follow markets and note divergences and extremes across several asset classes was of tremendous value."
First Call lands before the open, the Daily Note at midday, and trade ideas as they are taken.
See the plans →