Forensic Notes

Follow the cash.
Not the narrative.

Field notes from the Occam's Forensic Jury — single-name teardowns, Capitol Hill trade forensics, and methodology pieces on what dissent reveals that consensus hides.

Occam's Forensic Jury — four AI lenses, three voted Sell on GOOGL, one dissented
Forensic Jury • May 2, 2026

Three of Our Four AI Lenses Said Sell GOOGL. The Fourth Pushed Back.

88% of Wall Street rates Alphabet Buy or Hold. Zero rate it Sell. We ran it through four AI models that don't talk to each other — and got a more interesting answer than I expected.

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Capitol Hill Forensics • April 21, 2026

A Foreign Affairs Committee Member Sold $1M+ of Chevron in the Three Weeks After the Iran Strikes

Four politicians. Nine trades. Every one sitting on a committee with jurisdiction over the stocks they traded. Only one of them moved serious capital — and the cash tells you why.

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