The macro research desk for self-directed investors
Archived public deskThis page is preserved for context while Moods is rebuilt as a private alpha lab. It is not a live trade recommendation or current desk state.
Archived Public Desk
Public desk archived during alpha-lab reset.
The old narrative and catalyst product is preserved for context. New work now goes through the private decision-ticket ledger before any trade expression is considered.
Archived narratives
Data-Center Power And Thermal ConstraintA GPU budget becomes revenue only after the electrical room says yes. VRT earnings on July 29, 2026 is the audit: orders, backlog, and margin need to show the physical layer is still converting.Archived readDefense Backlog Capacity BottleneckThe factory floor, not parliament, converts rearmament into missiles. HWM earnings on May 7, 2026 is the factory-floor test: backlog language needs to become orders, revenue, and margin.Archived read
Catalyst desk output is archived while the new system rebuilds catalyst selection as decision tickets with verified dates, ORATS/FMP checks, and `GOOD_NO_TRADE` handling.