Contrarian PressA convincing story deserves a difficult question.
We examine the strongest case for a market belief, then look for the evidence that could change it.
See how we test a claimEstablish the claim
Identify who is making the argument, the evidence behind it, and its assumptions.
Put it under pressure
Consider competing explanations, uncomfortable observations, and the limits of the data.
Show what survives
State the conclusion, its uncertainty, and what would change our view.
Research, when it is ready
Our public research library is taking shape.
No research articles have been published here yet. In the meantime, explore the questions we ask and the standards we use to evaluate evidence.