Note on pricing. All listed prices are baseline starting points. For subjective, complex, or custom work, final pricing is adjusted to the scope and depth of the client's needs — quoted transparently before any engagement begins.

Financial Snapshots

Concise, rigorous market research delivered fast.

Each Snapshot pairs market research, environmental analysis, regulatory considerations, and positioning for publicly traded companies and ETFs with proven revenue models and cycle resilience. One-time purchase, no subscription — pay once, keep it. Choose the depth that fits your need.

Sample Tier
Free
Public-facing teaser · one per month
Quick Tier
$25
One-time · executive overview · key positioning
Deep Tier
$100
One-time · full research + regulatory analysis
  • Executive overview of the theme or company
  • Detailed market research and environmental analysis
  • Key holdings and illustrative positioning
  • Valuation, risks, and forward thesis
  • Integration notes for tax-advantaged accounts
  • One-time payment, no recurring billing

Sample Snapshot — June 2026

"AI Power Infrastructure Snapshot"

The explosive growth of AI training and inference workloads is reshaping global energy markets. Projections indicate U.S. data center electricity consumption could rise from ~4–5% to 8–12% of total power generation by 2030. Hyperscalers commit hundreds of billions in capex with power as the primary bottleneck.

Illustrative $25,000 positioning:

  • BE (Bloom Energy) — 35% · Dispatchable fuel cells with hyperscaler contracts
  • CORZ (Core Scientific) — 25% · HPC pivot with contracted revenue
  • IREN (Iris Energy) — 15% · Renewable-powered facilities
  • TSLA (Tesla) — 15% · Energy storage synergies
  • XLU — 10% · Regulated utilities
Order a Snapshot
The Steadfast Brief

Daily model portfolio updates — dense, aggregated, cleanly presented.

Daily Cadence · Model Fund Updates · Dense, Cleanly Presented. The Brief is the live pulse of the three Steadfast model funds. Every market day, before the open, subscribers receive an updated read on the funds: holdings movement, weight shifts, news that touched the names, regulatory and macro flows, and the aggregated commentary — all distilled into a single, tightly designed page you can read in five minutes.

Free Tier
$0
Weekly summary · one model fund highlighted
Paid Tier
$45 / mo
Daily full edition · all three funds · archive access
  • Daily, every market day, before the open
  • Live updates on all three model fund holdings & weights
  • Aggregated news, macro flow, and regulatory signal — distilled
  • Dense data presented cleanly — read it in five minutes
  • Full archive access for paid subscribers

Sample Daily Edition — Monday, June 8, 2026 — Pre-Open (Paid Tier)

The Steadfast Brief  ·  Financial Structuring · Regulatory Impacts · Investment Discipline

Prepared for Steadfast Solutions clients and portfolio oversight by our multi-strategy research team

Executive Summary

US equities staged a partial recovery from Friday's sharp tech-led selloff, with the Nasdaq advancing 0.86% on a semiconductor rebound. The 10-year Treasury yield reached 4.55% (+6 bp) following a stronger-than-expected May nonfarm payrolls print (+172K vs. ~85K consensus). Brent crude rebounded above $94.48 on fraying Israel-Iran ceasefire dynamics. Gold held near record levels (~$4,410) and Bitcoin recovered to ~$63,564 (+2.71%).

The week ahead: May CPI (Wednesday), Oracle fiscal Q4 earnings (first major Stargate/OCI AI monetization test), Adobe Thursday, and SpaceX IPO pricing targeted June 11 (Nasdaq: SPCX, ~$1.77T valuation). The June 16–17 FOMC meeting is fully priced as a hold (99.3% per CME FedWatch).

Steadfast Structuring Lens

In a higher-for-longer rate environment with persistent dispersion and structural AI-driven capex supercycle themes, our three public market tiers prioritize longevity through disciplined capital allocation — resilient AI infrastructure (compute, power, data centers), regulatory adaptability, and cycle-tested megacaps.

Portfolio Implications Across Tiers

  • Growth Tier — Strong AI compute tailwinds (NVDA, MSFT, AMZN); power pivots CORZ, IREN, BE. Monitor SpaceX liquidity drain risks.
  • Stable Growth Tier — VOO/QQQ cycle ballast; healthcare (XLV) and defense (ITA) add resilience.
  • Defensive Tier — Near-term bond pressure offset by GLD/IAU, IBIT, and AI-driven utility demand via XLU.

Full Issue Also Covers

  • SpaceX IPO deep dive — $135/share fixed-price structure, $75B raise, dual-class voting, Starlink revenue thesis
  • M&A flow — Berkshire / Taylor Morrison ($6.8B), Vodafone / CK Hutchison (£4.3B), Airwallex / Leapfin
  • Oracle earnings preview — OCI growth, RPO backlog, Stargate consortium cadence
  • In-depth AI infrastructure sector view — MSFT, AMZN, NVDA, CORZ, IREN, BE positioning rationale
  • Geopolitical macro — Iran-Israel ceasefire strain, Brent supply risk, Fed implications
  • Regulatory — Federal court strikes down $100K H-1B fee; DOJ appeal trajectory
  • Ending belief — conviction-long framework, longevity thesis, next-edition preview

Full issues run 2,500–4,000 words and are delivered Mondays before market open. Paid tier subscribers receive complete analysis, sector deep dives, and archival access.

Subscribe to the Brief
Market & Regulatory Reports

Custom-ordered, aggregated research documents.

Two distinct report types, ordered on demand. Business research reports cover specific public companies, mergers, and sectors — aggregated financial analysis, competitive positioning, and regulatory context, written as general-circulation commentary. Policy & legal reports are an entirely different category: pure political, legal, and regulatory analysis of court rulings, legislation, and policy shifts — no investment advice, just rigorous analytical depth on how the policy environment is moving. Neither report type is personalized to a specific reader; both are sent identically to anyone who orders them.

$150–$550 per report or project single reports or multi-report projects · scope-quoted · 5–15 business days
  • Executive summary & aggregated market research
  • Financial & profitability analysis
  • Regulatory & environmental review
  • Forward outlook with the Steadfast belief

Sample Report 1 — Company-Focused

"Microsoft (MSFT) Deep Dive: Cloud Revenue Resilience, AI Integration, and Regulatory Outlook — June 2026"

Azure maintains 20–25%+ market share with high switching costs and multi-year contracts. Recurring revenue exceeds 70% of total, supporting wide moats and consistent free cash flow through drawdowns.

Sample Report 2 — Policy & Legal Focus  /  22 Pages

"Federal Court Strikes Down $100,000 H-1B Visa Fee: Legal Analysis, Political Implications, and Long-Term Policy Outlook — June 2026"

On June 6, 2026, a federal district court ruled that the Trump administration's proposed $100,000 H-1B visa fee exceeds executive authority and constitutes an unauthorized tax. This report is purely legal and political in nature — it does not offer investment guidance. It is a rigorous analytical document on what the ruling means, how it got here, and where it is likely to go.

Legal Analysis

The court held the fee violates the Administrative Procedure Act and exceeds DHS's statutory authority under the Immigration and Nationality Act. Applying the post-Chevron major-questions doctrine, the opinion finds no clear congressional authorization for a fee of this magnitude. This section dissects the full legal reasoning, cites analogous fee challenges, evaluates the nationwide injunction's scope, and maps the appellate path: D.C. Circuit timeline, likely panel composition, and conditions under which the Supreme Court would grant certiorari.

Political Context

The fee was part of a broader executive strategy to limit high-skilled immigration through cost prohibition rather than cap reduction — sidestepping the congressional process required for statutory change. This section covers the administration's political calculus, bipartisan opposition, the lobbying coalitions that accelerated the legal challenge, and how this ruling fits into a wider pattern of executive-branch immigration actions currently before federal courts.

Long-Term Policy Outlook

With the DOJ appealing and a Supreme Court sharply divided on executive power post-Loper Bright, this report maps three forward scenarios: injunction upheld and fee abandoned, D.C. Circuit reversal triggering a circuit split that reaches SCOTUS, and a legislative compromise that reframes fee authority under statute. Each scenario is evaluated for political feasibility, timeline, and downstream effect on high-skilled visa policy broadly.

This is a pure policy and legal analysis document. It contains no investment, tax, or financial advice of any kind.

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