02 — At a glance
Two desks, one way of working.
Each dashboard breaks its markets down the same way, from framework to signal, and is refreshed every trading day.
03 — Highlights
What each desk does best.
- S&P 500 timing in three layers
Around 250 charts, from market structure and short-term timing to long-cycle positioning.
- Policy & dollar liquidity
Fed and Treasury documents summarized by AI, and a liquidity model with six regimes.
- Cross-asset desks
Treasuries, the dollar, gold, crude oil and Bitcoin, with CFTC positioning on prices.
- AI build-out study
Bubble scorecard, capex and a profit funnel, tracked against company filings.
- 牛熊大周期
大周期择时信号，叠加市场大底、大顶与短期情绪的顶底信号。
- 资金与估值
两融、ETF 申赎、公募仓位，配合股权风险溢价与指数估值。
- 港股、政策与人民币
港股择时、高层会议的 AI 摘要，以及人民币汇率跟踪。
- 量化策略库
全球 ETF 动量、大周期门控与成交额选股，配完整回测。
04 — Toolkit
Built to test ideas, not just view them.
Chart builder
Overlay any series on the site, with independent axes and formulas.
Signal board
Every chart that fired a signal recently, on one page.
- Dollar liquidity model↵
- Net liquidity vs. S&P 500
- Treasury General Account
Site-wide search
Jump straight to any chart, entry point or research note.
Data health
Stale series are detected automatically and flagged.
Copy & share
Copy a signed chart image, or a 30-day link guests can open.
Daily refresh
Data, charts and signals are rebuilt every trading day.
05 — Access
Members first, with a door for guests.
Everything
Every chart, strategy and tool. Stay signed in for 100 days.
The dashboard map
Browse each desk's overview map without an account.
One chart, 30 days
A member can share a single chart; anyone with the link can open that snapshot.
Choose a desk.
Members only · 仅限会员 · For research purposes only. Not investment advice.