NEW
Agentic Winners 25
Tactical sensor array of 25 agentic software names across 7 sectors. Temperature scoring 0–100, sector rotation signals, and fragility detection. Not a conviction portfolio — a seismograph that detects where capital is moving before consensus pricing catches up.
25 constituents
7 sectors
5-dimension temperature
Daily at 23:00 UTC
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101 Explainer
Dossier
MACRO
Money Temperature
8 instruments that define how money moves through global markets — SPY, QQQ, TLT, UUP, GLD, BTC-USD, VEU, EEM. Same 5-dimension scoring as AW25 applied to the macro layer. Cross-reading instrument temperatures reveals the current regime configuration.
8 instruments
4 pair spreads
8 regime patterns
Absorption ratio
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101 Explainer
STRUCTURAL
Cointegration Monitor
6 cross-asset pairs under rolling 60-day Engle-Granger surveillance. When long-standing relationships dissolve, the market is repricing structural assumptions. The 5-domino cascade tracker maps how stress propagates — from crypto-tech decoupling through to gold-dollar breakdown.
6 pairs
5-domino cascade
Half-life · Hurst · VR
How-to-Read guide
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101 Explainer