MMARKETSA THESIS NOTEBOOK
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THESIS

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Readings · triggers · log
WATCHLIST · DELAYED QUOTES

METHOD & LIMITS

Watch the second
derivative.

Each thesis is a working document reviewed weekly with the /thesis-review command. The markdown file is the source of truth; this page parses it on startup.

Directions are the notebook's own labels: supports and against refer to the thesis, not to prices. A list of macro worries is not new information.

Research, not advice. Quotes come from Yahoo and lag the market. Claude receives the notebook, the quotes and your last four exchanges; nothing is stored except spend totals.