HScreen

rendered 2026-08-25 02:15 UTC STALE inputs (137h)

The scorebook was the system right, and was it right for the right reason?

0 resolved of 175 calls
insufficient data (n=0, need ~30 per cell). This is the expected state: the oldest call is one day old and the shortest horizon is 9 months, so the first resolution is due 2027-05-16. An empty scorebook now is correct — the machinery exists and carries proper scoring rules from its first line (Brier and log score, not hit rates), so early history will be scored with the right instrument rather than retrofitted.

Ledger labelling the cuts that become possible once calls resolve

situation_type

income_carry50
29
cycle_recovery25
rerating22
share_gain20
capacity_expansion17
turnaround7
quality_at_price4
commodity_cycle1

theme_tag

foundry-logic26
24
semicap-equipment23
memory16
hyperscaler13
staples-dividend13
energy-dividend11
passives8
healthcare-dividend7
dc-infra6
utility5
power-thermal5
telco-dividend4
tech-dividend3
reit2
trading-house2
power-semis2
networking1
neocloud1
div-materials1
div-industrials1
div-comm-services1

expected_return_basis

probability_weighted119
base_only_no_probabilities32cannot be scored — predates probability weighting
24

agent

analyst-aisemi115
analyst-income59
selftest-writer-boundary1

Standing questions

conviction 5 vs 3 — do high-conviction calls actually do better?insufficient data (n=0, need ~30)
model x coverage — does the producer model change the answer?insufficient data (n=0, need ~30)
adversary value-add — do broken verdicts predict worse outcomes?insufficient data (n=0, need ~30)
Ben's overrides — is he right to overrule the system?insufficient data (n=0, need ~10)
dimension disagreements as predictorsinsufficient data (n=0, need ~30)
Kelly switch criterioninsufficient data (n=15, need ~15)
Rendered from canonical artifacts only (T1) — no terminal database exists. Every figure is read from the system's own files at render time; where an artifact is missing the panel names the dependency rather than showing an empty box. No execution path exists anywhere in this interface (T5), not even a link.