This template is designed for fast weekly synthesis with clear decision output.
Use it after your brief from My Last Newsletter review to keep actions and risk updates explicit.
TL;DR
- One page only.
- Capture only meaningful shifts.
- Convert implications into dated actions.
- Keep format fixed and improve judgment weekly.
Copy/paste template
Finance market brief - [Week of YYYY-MM-DD]
1) Top shifts (3-5)
- Shift:
- Source context:
- Why it matters:
2) Implications
- Thesis impact:
- Confidence level:
- What changed vs last week:
3) Risk map
- Downside scenario:
- Trigger level:
- Mitigation plan:
4) Watchlist updates
- Add:
- Remove:
- Monitor:
5) Decisions and actions
- Action:
- Owner:
- Due date:
- Trigger condition:
6) Open questions for next cycle
- Question:
- Data needed:
- Review date:
Common mistakes and fixes
- Mistake: mixing fact and opinion in one line.
- Fix: separate observed shift from interpretation.
- Mistake: no invalidation criteria.
- Fix: define trigger conditions clearly.
- Mistake: too many actions.
- Fix: prioritize high-impact moves.
- Mistake: changing format every week.
- Fix: keep structure fixed for comparability.
If you want this done automatically
My Last Newsletter gives you consistent intake so this template can be filled quickly each week.
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Suggested screenshots
- [Screenshot: Blank market brief template]
- [Screenshot: Filled example with risk map]
- [Screenshot: Watchlist change section]
- [Screenshot: Action plus trigger section]