writing.
Scan recaps, methodology deep dives, and postmortems. A running log of what the system sees, what it gets right, and — especially — what it gets wrong.
note
why no priors
A uniform prior is flat. A posterior, after evidence, is sharpened. This is a public notebook about doing that work out loud.
methodologythe eight dimensions
The scoring engine reduces every ticker to eight numbers. Here is what each of them measures and how it earned its weight.
methodologyreplacing the regime score
The original regime score had zero variance over any 180-day window. The replacement hits r = 0.439 against forward returns. Here is how it happened.