Andy Constan spent 37 years at the top of institutional finance — running macro books, managing risk, trading through every cycle since 1987. The Damped Spring framework is how he thinks. The research is what that thinking produces, twice a month, with a tracked portfolio to prove it.
"When you understand the spring constant and the dampers, you stop being surprised."
— Andy Constan, Founder & CIOA biweekly synthesis of everything moving markets — with a model portfolio that has delivered consistent gains over a six-year track record. Not just analysis. A position.
Four people. One framework. Each bringing something the others can't.
Institutional-quality research for sophisticated investors — three products, one framework.
A biweekly research report with a model portfolio that has delivered consistent gains over a six-year track record. Deep insights into fundamental economic expectations, flow and positioning, and the Damped Spring Volatility Model — with institutional-level analysis and strategic positioning guidance.
Jimmy Jude and Nik Lentz bridge two worlds most traders have to choose between: the long-term macro view and the short-term order flow edge. Most traders fall into one camp or the other. DSMMA fuses them — under the mentorship of Andy Constan.
Ever had a research idea but no quant to run it? Daniel Simonyi's Bloomberg command and Andy Constan's framework — available to you quarterly. Ask a question, get institutional-grade research. Even if you don't have a question, you get access to every question the community has asked.
Better value when you need more than one product.
Full access to both the biweekly macro report and the daily quantitative/technical analysis. Two communities, one subscription.
The macro report plus quarterly custom Bloomberg research. For investors who want Andy's synthesis and Daniel's data depth.
Everything Damped Spring produces — macro synthesis, daily technical/quant analysis, and custom Bloomberg research. Full access.
Alpha is the full Damped Spring experience — every product, every channel, direct access to Andy. Membership is limited and currently available by waitlist only. Join below and we'll reach out when a spot opens.