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 about $30/household/yr; all 2026 tariffs combined at about $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 announced Jan 1 auto increase. 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.
Instant download. The moment checkout completes you get the 31-page PDF — and the spreadsheet too, if you added the Watchlist & Levels Pack.
Yes — that is what the free 9-page sample is for. It uses the exact same profile format as the full report, so you know precisely what you are buying before you pay a dollar. Because the Ledger is delivered instantly and in full, sales are final.
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.