SCINTILLA · ALLOCATION
← HUB ← PROTOTYPES
reading the market…
reading the live Geiger, the sector tape and the fundamentals…

WHAT THIS SAYS TODAY

    LAYER ZERO — THE HUB'S OWN COHORTS

    YOUR ASSUMPTIONS — HOW MUCH THE COHORTS COUNT

    LAYER ONE — HOW MUCH TO OWN

    YOUR ASSUMPTIONS — CHANGE ONE AND THE SENTENCE ABOVE CHANGES

    THE SEARCH — DEEP RED IS WHERE THE LOADING STARTS

    YOUR ASSUMPTIONS — WHAT COUNTS AS OVERSOLD, AND AS QUALITY

    THE TWO LISTS — MOST OVERSOLD, AND QUALITY AT ITS 200-DAY

    THE TIDE, AND THE CALENDAR

    WHAT MAKES MORE CASH DEPLOYED

    LAYER TWO — WHICH SECTORS CARRY IT (THE OLD SEARCH, KEPT)

    YOUR ASSUMPTIONS

    LAYER THREE — WHICH NAMES INSIDE THEM

    YOUR ASSUMPTIONS — THE STEP LINES SIT IN THE STEPS THEMSELVES

    INSIDE EACH SECTOR — THE NAMES, RANKED

    YOUR FAVOURITES

    YOUR ASSUMPTIONS — WHAT A STAR IS WORTH

    WHY NOT THE OTHERS

    THE PICKS

    THE ODDITIES — MEASURED, NOT EXPLAINED AWAY

    COHORT REVIEW — RECOMMENDATIONS ONLY

    PROPOSED ACTIONS — NAME, SIZE, TRIGGER, WHY, PROBABILITY

    THE STACK
    Arrow keys, or drag the card. Every choice is kept the moment you make it.