Stop listening to what billionaires say.
Start watching what they do.
Every week, we track what 30 of the world's largest capital allocators are actually doing with their money. Credibility-weighted. Data-driven. The intelligence briefing that separates signal from noise.
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CONVERGENCE SCOREBOARD
LIVEWarren Buffett
NET SELLER
8.7
credibility
Stanley Druckenmiller
ADDING GOLD
8.2
credibility
Howard Marks
CREDIT CAUTIOUS
9.1
credibility
Pierre Lassonde
COPPER PIVOT
8.9
credibility
+ 23 MORE ALLOCATORS
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The Say vs. Do Gap
Every week, we compare what major allocators say publicly against what their filings and transactions actually show. The gap is where the alpha lives.
“America is a wonderful place for business. We continue to see tremendous opportunity for long-term investment.”
Warren Buffett
Berkshire Annual Meeting, May 2025
VERDICT: SIGNIFICANT DIVERGENCE
Source: Berkshire 10-K (Feb 2025), 13F filings
This is one example from one allocator. We track 30 every week.
The Convergence 30
30 allocators. Credibility-scored. Tiered by track record accuracy. When Tier 1 allocators converge on the same thesis, pay attention.
Full scoreboard with weekly updates available to subscribers
What You Get Every Friday
A structured intelligence briefing. Not a newsletter. Not opinions. Data.
The Convergence Report — Weekly Briefing
Issue #1 — Week of March 21, 2026
Executive Summary
The single most important convergence signal this week
Top 5 Convergence Signals
Where 3+ Tier 1 allocators are moving in the same direction
Credibility Rankings Update
Who moved up, who moved down, and why
Say vs. Do Report Card
This week's biggest divergences between words and actions
Sector Implications
What the convergence signals mean for mining, crypto, PE, real estate
Avoid List
Where smart money is exiting — and why you should notice
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Built on Verified Data
30
Allocators Tracked
7
Intelligence Verticals
10yr
Backtested
$2.3T
Capital Tracked
“Our methodology identified Buffett's cash accumulation strategy and the mining sector convergence signal months before mainstream financial media caught on. The data doesn't lie — even when the allocators do.”
C.L. Rosslyn
Editor, The Convergence Report