About

Alpha & Acre Research is an independent macro research house covering the United States, Korea, and Australia.

Coverage is structural rather than tactical: capital allocation, energy and grid capacity, industrial policy, and the corporate structures through which they transmit. The house publishes Reasoning Blueprints — long-form, source-labelled analyses of a single mechanism — and Cross-Asset Strategic Syntheses (GS series), event-driven reports that integrate the three jurisdictions into a single audited view.

Cadence

• Reasoning Blueprints: Published as completed, in three-jurisdiction cycles.
• Strategic Synthesis (GS series): Event-driven; published when cross-jurisdiction mechanisms warrant integration.
• Weekly Brief: Sunday, AEST — distributed via the house's Substack channel.

What this is not

Nothing published here is investment advice, a recommendation, or an offer. The house is not a licensed adviser in any jurisdiction. Readers are responsible for their own decisions.

Independence

This house accepts no commissioned research, no sponsored placement, and no paid coverage. Its principals may hold positions in instruments, issuers, or sectors discussed, directly or indirectly, and may change those positions without notice. Full terms are set out in the disclaimer.