Adelaide Index is a signal desk. It reads what publicly traded companies are required to tell investors — 8-Ks, 10-Qs, capex disclosures, earnings calls — and translates the filings the tape actually moves on into plain English.
We publish when the filings move, not on a schedule. That means uneven cadence: silence when nothing’s happening, and a fast post when it is. The promise is signal over noise — not coverage of every headline.
What we cover
- Capex & the AI build-out — hyperscaler spend, power, data centers, the chip supply chain.
- Material disclosures — 8-K Item 1.01, 2.01, 5.02, 7.01, and 8.01 filings that move tickers.
- Cross-cycle reads — when sector commentary lines up enough to call a trend, not a one-off.
What this isn’t
Not investment advice. Not a newsletter that sells you on a position. Not daily commentary. If you need trade ideas, this isn’t the desk.