77 companies. 23 government deals. Which tariffs survive. Every US-listed name in the US–Canada tariff war, profiled and tiered, priced at the Aug 28, 2026 close — the whole dataset, nothing withheld, for $37.
The free edition shows you the map and three profiles. The Ledger is the territory: every company, every deal, every date — and the legal ladder that decides which of them matter.
All 77 US-listed names, one card each, the same six questions every time: role, tier, why it matters, government connection, next catalyst, key risk. Rare earths to defense to the losers' aisle.
All 23 equity stakes, loans, price floors and contracts — no locked rows. Sourced to 8-Ks, defense.gov, energy.gov and exim.gov, with the tracking playbook so you can follow new awards yourself.
Where the tariffs land on a US household, aisle by aisle — Yale Budget Lab puts the Canada round at ~$30/household/yr; all 2026 tariffs combined at ~$840–1,100. Line by line, who actually pays.
All 17 dated events, Aug 2026 – Jan 2027 — Sept 8 counter-tariffs, Sept 16 FOMC, Nov 10 China truce, the Jan 1 auto doubling. Grade every thesis against a date, not a headline.
Section 232, AD/CVD, Section 338, IEEPA — five authorities carry every tariff in the book. The ladder tells you in advance which theses survive a courtroom or a deal, and which don't.
WINNER / MIXED / LOSER roles, CORE / SATELLITE / WATCH / AVOID tiers, the "unverified" flag on anything we couldn't confirm from a primary source. Read one page and every card becomes comparable.
Optional at checkout. Printable worksheets and a working spreadsheet for organizing your own research: a 15-line fill-in watchlist (law-tagged), a position-sizing worksheet — arithmetic, not advice — the full catalyst calendar as a checklist with a "my plan" line per date, and the companion spreadsheet with the formulas already built. Every number in it is yours to fill in; the pages just keep you honest.
The Ledger is priced at the Aug 28, 2026 close — and Canada's counter-tariffs hit Sept 8, the FOMC meets Sept 16, China's truce expires Nov 10, autos double Jan 1. Membership is the same report, kept alive: every profile re-scored as facts change, updated prices on a live scorecard, daily grades, and alerts when a call changes. See membership — founding seats are $297/yr (Member) and $997/yr (Pro), locked for life.
77 profiles, 23 deals, 17 dates, one legal ladder — the complete edition, $37.
Launching this week — get the free 9-page sample now and first access when it drops.
Instant download. The moment checkout completes you get the 31-page PDF — and the spreadsheet too, if you added the Watchlist & Levels Pack.
Full refund terms are published before checkout opens. In the meantime, the free 9-page sample is the honest preview: it uses the exact same profile format, so you know precisely what you're buying before you pay a dollar.
No. The Ledger is research, published identically to every buyer. No page tells you to buy or sell any security, and none of it is personalized to you. Talk to a licensed professional before acting.
Yes — that's what a snapshot is. Prices are the Aug 28, 2026 close and the facts were compiled Aug 29. The dataset and the method stay useful; the prices move. If you want it kept current, that's the membership.