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bellwether

Research & briefs

The morning and midday briefs, scored calls and the hit rate, pins and the feed.

6 articles

Twice a day the Researcher reads what moved and writes a cited brief about your book. Every call it makes is scored later, in public.

  1. Briefs and callsThe 07:45 and 12:00 briefs: what is in them, where every source comes from, how a call is scored, and how the 08:00 session uses the brief.Everyone on the book4 min read
  2. Analyst coverageThe Researcher keeps a standing view on the names you hold and watch (buy, hold or avoid, how sure it is, why, the next catalyst), reviews it when something moves, and is scored on the calls it makes.Everyone on the book4 min read
  3. Pins and the feedThe research feed and its filters, pinning an item so the next brief has to answer it, standing if-then watches that wake the PM when an event lands, muting symbols and sources, the calendar, and what a symbol chip can do.Owners & operators7 min read
  4. The universe viewWhat "the whole US market" means here: the nightly list of every liquid US-listed name, screened with the rules the Executor applies to an order, and the screens the PM can run over it.Everyone on the book4 min read
  5. Markets and the symbol sheetA Markets view of indices, movers, sectors and universe screens next to what the desk is watching, one sheet for any ticker with our own signals on it, and four typed actions (watchlist, research, ask the PM, trade) the desk answers in the Inbox.Owners & operators6 min read
  6. The symbol page and the quick lookEvery ticker opens a quick look (price with an honest feed label, one line of the desk's read, three actions) and has its own page with the charts, every algorithm's reading, why it moved, your history with it and its peers.Owners & operators6 min read