How Moods works.
Moods is built to keep a smaller set of market narratives current enough to be decision-useful. It reads public evidence, watches the market state around each thesis, and updates or removes narratives as that state changes.
The system is fed by primary public materials, public market information, and curated public commentary. Official releases and market behavior carry more weight than broad commentary. Public attention can help surface a change, but it is not enough on its own.
A live board of active narratives with a readable current view, a deeper explanation, a trade expression, a state check, and a record of what changed since the last update.
The public version in four steps.
The point is not to automate opinions. The point is to maintain live investment context. Moods combines structured monitoring with model-based analysis, then applies publication and review rules before a thesis is shown publicly.
Collect public inputs
Moods continuously reads primary public materials such as central-bank communications, government releases, public filings, regulated company disclosures, and public market information. Curated public commentary can raise attention, but it does not create a thesis by itself.
Build live narratives
New evidence is grouped into live market stories. Each narrative has a clear view, a proposed expression, an invalidation path, and a monitoring state. The goal is not to publish more stories. The goal is to maintain a smaller board of decision-useful ones.
Stress-test the view
Before a narrative is shown publicly, Moods checks whether the evidence is fresh enough, whether the expression still fits the thesis, and whether there is a real catalyst or monitoring reason to keep it live.
Update or remove it
The board is not a static research archive. Narratives are refreshed, downgraded, or removed as evidence changes, the market catches up, or the expression stops offering a clean setup.
- A public narrative should be grounded in linked evidence, not in a single comment or one-off headline.
- Public commentary can strengthen or weaken attention, but it should not overrule primary evidence or market behavior.
- Every live narrative needs a current expression and a reason to stay on the board.
- If the evidence gets old and the monitoring case weakens, the thesis should be refreshed, demoted, or removed.
A narrative can move for several reasons: new evidence arrives, the market starts confirming the view, the expression becomes crowded, a catalyst gets closer, or the thesis begins to weaken. Public narratives are meant to behave like live monitored positions, not static writeups.
Commentary and outside discussion can help signal attention, but they should not keep a weak thesis alive by themselves.
What a public narrative is supposed to tell you.
Current read
What changed in plain English, without assuming the reader already knows the policy acronym or market shorthand.
Deeper read
Why the thesis existed before today, what the market may still be missing, and what would actually change the view.
Expression
A plain-English setup first, then the implementation. The public surface is meant to be readable before it is technical.
Evidence and state
Linked source material, recent state change, and track-record context so the board reads like a monitored surface rather than a static article.
Moods is built to improve the daily read, not to replace judgment.
The board is for informational purposes only. It is designed to make live market narratives easier to follow, compare, and monitor. It is not personal investment advice and it is not a promise that every live theme is early or actionable.