Alerts

· MP

State changes, setup conditions, and structure tensions that crossed a meaningful threshold.

2026-05-14 · 35 alerts in last 7 days · 8 active today

ActorallADBEAMDAMZNANETARMAVGOCRWVDDOGDELLGOOGLINTCMETAMPMRVLMSFTNBISNFLXNVDASMCISNOWTSMTTDVST
Typealldeterioratingunresolvedpersistentimproving
deteriorating1
persistent1
Active today · MP
MPdeterioratinghightransition
2026-05-14story not being paid
MP: Repricing turning to divergence — narrative-price gap widening
price lagging narrative→story not being paid· 6d in prior
After 6d of REPRICING, price still hasn't followed the narrative. Story: Rare earth mining; China tariff tailwind and supply chain angle
watchIf narr stays elevated, gap may snap into confirmation. If narr fades, thesis is dying quietly.
historyHistorical PLN→SNB: +2.48pp avg, n=45
Earlier this week
MPpersistentsetup
2026-05-09price lagging narrative
MP: High-NDS unconfirmed — 32pt gap persisting 3d
NDS=32 for 3d in REPRICING without confirmation. Story: Rare earth mining; China tariff tailwind and supply chain angle
watchIf rel crosses +1.5% next print, T1/T9 confirmation is imminent.
historyPLN→PCN setup: +2.15pp avg when confirmed, n=16
Clear filter · show all 35 alerts
Alerts fire when a state transition or setup condition crosses a meaningful threshold — minimum 2 days in prior state, minimum narrative count of 15, fire-once suppression per state run. One-day flips are not reported.
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