> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Published research

> Real cf0 research notes produced in Lab by cf0's CSO and published on Substack — covering HALO infrastructure, fertilizer macro, and supporting walkthroughs.

cf0's autonomous research engine publishes long-form institutional analysis on [cf0research.substack.com](https://cf0research.substack.com). Each note below was produced end-to-end inside cf0 — Lab threads drawing on filings, transcripts, integrations, and market data, with every figure cited back to its source.

The walkthrough pages here surface the headline figures, the conviction statement, and what was used to make each note. The full report opens on Substack.

Each note below is authored by **Filippo Cagliero**, cf0 Chief Strategy Officer.

<CardGroup cols={2}>
  <Card title="Bricks Beat Bytes" icon="building" href="/examples/bricks-beat-bytes">
    **The 2026 HALO trade**
    By Filippo Cagliero · 8 May 2026 · Macro / sector rotation

    Physical infrastructure — power, cooling, aerospace, defence, rail — is underowned, undervalued, and entering a multi-year capex cycle with sovereign backing. Full thesis, fourteen named tickers, six-theme decomposition, valuation framework.
  </Card>

  <Card title="Fertilizer supply chain" icon="leaf" href="/examples/fertilizer-supply-chain">
    **Corn production ecosystem**
    By Filippo Cagliero · 30 April 2026 · Supply chain / commodities

    Full ecosystem from upstream nitrogen and phosphate producers through midstream logistics into downstream corn economics. Real-time pricing, sovereign policy reactions, and the names exposed at each layer.
  </Card>
</CardGroup>

## How these notes were made

Each note was assembled in one Lab thread. The model framed the question, called filings and macro tools to pull the data, ran the per-name tearsheets through code-based templates (not AI inference), assembled the charts inline, and exported the polished PDF that became the Substack post. The full audit trail — every tool call, every figure with its source — is preserved with the thread. See [Citations and audit trail](/security/citations-and-audit) for how provenance is generated and exported.

## Subscribe

[cf0research.substack.com](https://cf0research.substack.com) ships a new note on this cadence — subscribe directly on Substack to get them in your inbox.