What's moving the world, and what it means for you

Macro

Reads the world’s news, works out which current events actually matter, then checks each one against the instruments that would move if it were real — and maps the survivors onto what you actually own.

What this demonstrates: Measure before you narrate: every stage that decides WHAT matters is deterministic and free, and a model is only paid for once the ranking already exists. A theme whose coverage is loud while the market sits still is reported as unpriced, not as important.
Choose a window and a focusOr scan everything — the defaultRead the worldSeveral feeds merged; one wire story reprinted forty times counts onceSort events into themesA curated macro taxonomy — no model, fully reproducibleAsk the marketDo the instruments the theme predicts actually move, against their own volatility?Does the tape agree?The most useful distinction on the boardPricedUnpricedEarlyDisagreesThe ranked boardImpact broken into its four named partsMeasure your own exposureYour holdings and watchlist against each themeWrite the desk noteOne model call per theme, over facts it did not chooseBriefing and watch listHow it transmits, what you own, and the dated things to follow