strategy1 Review · Monthly

The strategy1 Review

One decision a month, worked through in the open. The evidence behind it, the graded confidence of each number, and the conditions under which it fails.
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In short

The strategy1 Review is a free monthly strategy newsletter. Each issue works one decision through in the open: the lead argument, the red team's strongest case against it, one number traced to its source with its confidence grade, and Compression watch, which reports what strategy1 measured against a written baseline.

strategy1 Review · Issue 1 · October 2026

Reports are getting cheap. Decisions are not.

AI has made the strategy report easy to produce. What stays expensive is a model of your own market, a decision someone is accountable for, and the work of carrying it out.

By strategy1 · · 7 min read

Read Issue 1

In every issue

What each issue contains

  1. 01

    The lead

    One strategic question facing Indian companies, argued with sources.

  2. 02

    How this fails

    Our red team argues against the lead. We print the strongest case against ourselves.

  3. 03

    Evidence note

    One number, traced to its source and graded A, B or C.

  4. 04

    Compression watch

    What we measured this month, against a written baseline. Published cases only.

  3. Headline, standfirst, argument. Footnoted citations open as popovers with source, date and grade (A = verified primary or client data; B = credible secondary; C = model estimate).

Fig 1Anatomy of an issue. Block heights follow the template's word counts: solid to the minimum, outlined to the maximum.

Evidence

Every number carries its grade

Footnoted citations open as popovers with source, date and grade. The grade says how far to trust the number, in words, not colour.
  • Grade AVerified primary source or client data
  • Grade BCredible secondary source
  • Grade CModel estimate, labelled as an estimate wherever it appears

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All issues

Newest first. Every issue ends with a disclosure line naming the AI assistance and who reviewed it. No client is named without written permission; no figure appears without a source.

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