A daily regime call, cross-asset confirmation, positioning, liquidity, and an interactive analyst — built around the way Dan thinks about markets. No vendor jargon. No vibes. Just a defensible read, every morning, with the numbers behind it.
Every page is built on the same principle: pre-computed, vintage-correct, defensible — so the read you see today is the same read it would have been on the historical date.
Daily regime call across four growth/inflation states, with confidence rooted in distance, persistence, and breadth — not vibes.
Twelve checks across copper/gold, DXY, HY/IG OAS, the 10y/2y, breadth, and sector ratios. Either today's tape confirms the regime, or it doesn't.
Momentum/volatility composite over a 252-day window for 36 tickers — equities, sectors, bonds, credit, commodities, currencies, EM.
Fed balance sheet minus TGA minus reverse repo, week-on-week and month-on-month — the variable that's been driving everything.
Ask anything. Answers framed in base rates and conditional probabilities, grounded in today's snapshot — not someone else's narrative.
Walk-forward, vintage-correct, monthly rebalance. We show you the equity curve, the calibration of confidence, and the hit rate by regime.
No black box. Every methodology choice is in a config file you can read, edit, and version. The same call you see today would have been the call on the historical date — vintage-correct, by design.
0.5 GDPNow + 0.25 ISM Composite + 0.25 inverted Initial Claims. Smoother than GDPNow alone, daily-responsive.
Daily, leading, free. Falls back to monthly CPI on scrape failure.
Above/below 50th percentile on each axis, with the quintile bucket shown as secondary depth.
ALFRED for revisable series, fixed lag for the rest. Eliminates look-ahead bias.
0.4 × distance + 0.3 × persistence + 0.3 × breadth — calibrated against the historical record.
Designed for the way an advisor consumes macro: a daily read, deep enough to defend in front of a client, fast enough to use before the open.
No login. No friction. The console is running on real fixtures so you can see the shape of the answer before the data goes live.