About Theoria Weekly

Analysis you can check.

Theoria comes from the Greek for looking closely. Each week we take one question about business and finance and look at it closely, in public.

Why it exists

Most coverage tells you what happened. Few show their working.

Theoria Weekly is built on one idea: an argument about the economy should come with its evidence attached.

Every piece starts from a question the headlines skip. It works through government, academic and company data, often recomputing figures rather than repeating them, and it publishes the sources and method alongside the argument.

Coverage focuses on the United States, the United Kingdom, Europe and Asia’s largest economies.

Our standards

How every number is checked

Five commitments that every article meets before it publishes.

01

A claims ledger

Each article ends with a table listing every figure, what kind of evidence it is (published data, official data, company disclosure, theory or interpretation) and exactly where it comes from.

02

Estimates are labeled

When Theoria extends or builds a number, it is tagged as a Theoria estimate, with the method, the test against the original source, and its limits.

03

Data checked on a stated date

Figures change. Every ledger says when the data was last checked.

04

The best counter-argument

Each piece makes the strongest case against its own conclusion before explaining why it holds.

05

What would change our mind

Every argument names the specific evidence that would prove it wrong, so readers know what to watch.

In practice

See it in this week’s analysis

The AI-trading piece traces 13 claims, extends a 140-year data series with a labeled estimate, and lists three things that would change its conclusion.

See the claims ledger
2.3¢ per dollar in 1884Published data
1.9–2.3¢ in the first half of 2026Theoria estimate
9% of GDP in mid-2026Official data
Technology gains concentrated in tradingAuthor’s interpretation

Start with this week’s question.

Read the latest analysis