Agent library / Source desks
News Desk
Catches catalysts, threats and macro shifts - and asks whether they actually change the thesis.
Most news is noise; some of it reprices a stock permanently. The News Desk separates the two - company events, sector moves, macro data and market-implied odds from prediction markets - so the analysis reacts to what matters and ignores what doesn't.
The past week's headlines, earnings coverage and analyst chatter for the name and its industry.
Official Federal Reserve series - rates, inflation, labor - so macro claims cite actual prints.
Live crowd-priced probabilities on Fed decisions, recession and geopolitics.
Does this headline change future cash flows or just today's open?
A known catalyst everyone has traded is not an edge; the underreacted one is.
News has a half-life - the desk says whether the effect is days, quarters, or permanent.
What just happened, what's scheduled, and which items are thesis-relevant.
Where rates, inflation and the cycle sit for this name, with figures.
The dates and decisions that could invalidate everything downstream.
- It does not extrapolate a chart from a headline - the tape belongs to Technicals.
- It does not decide the call; it ranks what could move it.
The more specialized a role is, the more clearly it has to know its boundary - overlap is where black-box answers come from.
See the News Desk work on a real ticker
Its output appears as a named section in every report - with the rest of the desk arguing around it.
Educational research, not investment advice.