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How we read this

The engines behind the Lens

Every weekly read is composed from a panel of independent engines — each answering one question, each graded against history. 17 engines — 13 production, 4 experimental, grouped by what they do. Click any engine for its logic, formula, live stability and the charts it reads.

Production cleared the production barExperimental runs behind a stricter gate
The Spotlightspotlight.* · the wheel — daily class importance
The Spotlight
Which asset class matters most right now?
recall 6/6Production
Lenseslens_engine.* · cross-asset signal scanner
Stretched
What's at an extreme right now?
recall 0.41Production
Momentum
What's moving fastest right now?
recall 0.29Production
Breakout
What just shifted regime?
recall 0.34Production
Crowded
Where is positioning extreme?
recall 0.30Production
Anomaly (peer-percentile)
What's not behaving like its peers?
recall 0.41Experimental
Anomaly (hybrid)
What's not behaving like its peers OR moving the cross-asset state?
Experimental
Gauges & Cyclestress thermometers · state labels · cycle phase
VIX term structure
Is volatility calm or stressed?
recall 0.90Production
CFNAI activity
Is growth slowing?
recall 0.67Production
Sahm rule
Is the labor market turning?
recall 0.75Production
Yield-curve regime
What regime are rates in?
recall 0.64Production
Business cycle
Which phase of the cycle are we in?
recall 0.62Production
Kindleberger 5-stage
Which bubble stage owns the mix?
recall 0.56Production
Returns, Sentiment & Analoguedecomposers · contrarian flags · historical rhyme
Returns attribution · multiple vs earnings
Where did the return come from?
recall 0.71Production
Factor leadership
Which factor explains the cross-section?
recall R²=0.77Production
Sentiment extremes (panic ↔ euphoria)
How loud is sentiment?
recall 0.67Production
Narrative lock-in
What's dominating the wires?
recall 100% (n=1)Experimental
B06 analogue matcher
When did the tape last rhyme with today?
recall 0.39Experimental
The Lens · 17 engines (13 production, 4 experimental) · graded on 18-yr backfill · recall@K vs curated eventssee the weekly read →