Practical guide
Monitor market news with source discipline
Monitor instruments, companies, and named data series directly. Separate observed change from explanation, group commentary by assumption, and retain a dissenting view only when it uses different evidence.[1][2]
Why this gets difficult
Market monitoring can become narrative chasing: each price move attracts a confident explanation, while data revisions, filing details, and competing assumptions receive less attention.[1][2]
A practical way through
- Define the instruments, issuers, indicators, and thesis questions in scope.[1][2]
- Capture filings, releases, and official data with period and revision status.[1][2]
- Record price movement separately from causal interpretation.[1][2]
- Tag selected analysis by the thesis assumption it confirms or challenges.[1][2]
An example
The situation: A sector moves after a data release and five notes offer different immediate explanations.[1][2]
What changes: The move and release remain facts, explanations are grouped by rate, demand, and positioning assumptions.[1][2]
What you get: The reader sees what changed and what evidence could distinguish the stories.[1][2]
What to watch for
Sources worth keeping
How Scottie helps
Scottie can rank selected filings, data releases, and commentary against monitored market questions while preserving facts, interpretations, and source links separately.[3]