A trading desk's own research, read by AI, on your screen before the bell.
The whole watchlist moves overnight and you have twenty minutes. Every name is graded against its actual news, every plan shows its reasoning, and every release is read for what it did to the index — the fortieth name as carefully as the first.
- Every mover graded 1–10on the news behind it, not the size of the gap
- Plans with the reasoning showntrigger, entry, stop, targets — and why
- Every macro print readfor what it did to the index, the same day
This session, as published
Nov 4, 26 · updated 19 min ago
The desk's stance
Score +0.68 · price, trend, breadth and volatility
Graded movers
best grade first
- SMCI-5.80%7/10
Newest macro read
S&P Global Services PMI (Oct)
56.1 vs 57.9 expectedmixed
Every row carries its reasoning inside
Request access →- 1,471
- Catalysts graded
- 633
- Trade plans
- 3,544
- Earnings reports
- 2,797
- Session charts
- 5,870
- News graded
Every page, with real rows in it
What you open each morning
Market update· Wed, Nov 4, 2026
AI read0DTE dealer flow: Downside trend
Services PMI 56.1 missed 57.9 and fell from 58.8: growth cooling but still expansionary, so slowdown worries are offset by rate-cut hopes.
Graded movers
best graded first- SMCI-5.80%7/10—neutral
Super Micro Q1 FY27 revenue $19.9B, EPS $1.81 beat; FY27 guide raised to $72-82B as gross margin drops to 12.7%
Real rows from the current session · hover to pause
Market pulse
Where the tape stood before the open
Bias, the leading index, sector breadth and rotation, and where the 0DTE money went — pulled with every session build.
Tape
neutralLeader
—
SPY strength
—score / 100
QQQ strength
—score / 100
IWM strength
—score / 100
Hottest sector
Consumer Discretionary
+4.41%
Sector breadth · % of names up, cap-weighted move
- +4.19%Basic Materials93%
- +3.95%Consumer Cyclical95%
- +3.69%Financial Services98%
- +3.29%Communication Services100%
- +3.22%Consumer Defensive100%
- +3.05%Healthcare95%
Sector rotation · S&P sector ETFs, 1 / 5 / 20 sessions
| Sector | 1d | 5d | 20d |
|---|---|---|---|
| XLY Consumer Discretionary | +4.41% | +6.22% | +9.65% |
| XLP Consumer Staples | +3.77% | +6.29% | +12.84% |
| XLC Communication Services | +3.69% | +1.98% | -5.79% |
| XLF Financials | +3.39% | +5.34% | +9.48% |
| XLV Health Care | +3.26% | +5.73% | +13.72% |
| XLRE Real Estate | +3.25% | +7.03% | +9.71% |
0DTE options flow · session Nov 4, 26 · premium bought, calls vs puts
Options that expire at today's close, on the index products. Net is the dollars spent on calls minus the dollars spent on puts — positive means the day's fastest money leaned bullish. A bet and a hedge look the same here.
+$14.6M net
calls $103.0M · puts $88.4M
+$9.4M net
calls $121.0M · puts $111.7M
−$3.1M net
calls $2.1M · puts $5.2M
Watch the tour
How to read the site, in two and a half minutes
Every page in the order you would read it before the open — the market pulse, the dashboard's three steps, option flow, earnings, the calendars, political catalysts and the barometer. Narrated, 1080p; pick a chapter to jump.
Press play — two and a half minutes, narrated.
Not “powered by AI”. Here is exactly what it does.
Three jobs, each with its output on the site and its reasoning next to it — so you can check it, and overrule it.
It reads the news behind a move
Every gapper is graded against the story that moved it, with sentiment and forward guidance judged separately — because a beat with a soft guide is the most tradeable shape there is, and one sentiment word erases it.
It writes the plans and scores them
Each scenario gets a trigger, entry, stop, targets and an R:R, then a confidence score split into catalyst, setup, direction, levels, geometry and data health — each part showing the reason behind it.
It reads the macro, print by print
Every high-impact release is read for what it meant for the index, then the month's prints are summarised into what the set adds up to — a different question from whether each number beat.
Services PMI 56.1 missed 57.9 and fell from 58.8: growth cooling but still expansionary, so slowdown worries are offset by rate-cut hopes.
You do not have an hour before the bell.
The whole watchlist moves overnight. Read properly, each name needs the release, the guide against consensus, the last four quarters and what the stock did after each of them. Nobody does that for a whole watchlist at 7am — so you skim, you take the headline at face value, and the one that mattered was the company that beat on both lines and guided the year down in the fourth paragraph.
That is not a discipline problem. It is a time problem, and it is the reason a beat-with-a-soft-guide keeps catching people: the information was there, and there was no room left to read it.
The fortieth name, read like the first
The same questions asked of every mover, every session — never faster because the list is long or the hour is early.
The guide, separate from the print
Numbers and outlook are graded apart, because “beat, then guided light” is the most tradeable shape there is and one word erases it.
Its working shown, so you can overrule it
Every plan carries a confidence score split into six named parts. Disagree with the levels component and keep the rest.
Honest about what it does not know
A value the desk did not produce prints as a dash. A stale board says how stale. You are told where the read is thin.
Open it, and the morning is already in order.
One page, top to bottom. Nothing to configure, nothing to cross-check against four other tabs.
- 1
Where the market stands
The desk's own market update opens the dashboard — the stance, the levels either side of spot, and the economic prints that set the tone.
- 2
What moved, and why
Every gapper graded against its actual news, with the guide called out separately from the print, and Day 2 follow-through beside it.
- 3
The plan, if there is one
Only the names that earned one: the trigger, the entry, the stop, both targets, and the confidence broken into its parts.
- 4
What is coming
Who reports this week, which releases land and what the last ones meant — so nothing arrives as a surprise mid-session.
The same page, read two ways.
The research is a desk's own and it is not watered down. What changes is how much of it you need on day one — so every term explains itself where it appears, the Help page walks through every screen, and the glossary is one click away.
Beginner
- 1Read the stanceOne word — bullish, bearish or neutral — with the reasoning, and the level that would change it.
- 2Scan the three highest gradesThe grade (1–10) is how real the news is. Read those, not the biggest percentages.
- 3Open one planIt reads as a sentence: if the trigger happens, enter here, stop there, take profit at the targets.
- 4Hover anything underlinedEvery label explains what it is, how to use it, and what it cannot tell you.
Experienced trader
- Two pages are daily, five are referenceDashboard and Option flow before the bell; earnings, the calendars, political and the barometer when you need them.
- Guidance is graded apart from the print'Beat, guided light' survives as its own chip instead of vanishing into one sentiment word.
- Confidence is arithmetic, in six named partsNot an AI opinion and not a win rate. Disagree with the levels component and keep the rest.
- Nothing pretendsA dash where a number was not produced, a stamp on every board, a yellow strip when one is stale.
Eight things, each done properly.
Every one of these exists because the desk needed it and could not buy it.
Every session
Gappers graded on the catalyst, not the gap
A stock up 9% on a secondary offering and one up 9% on a raised outlook are not the same trade. Every mover is read against its actual news and scored 1-10 — with the story, the sentiment and, separately, the forward guidance.
Trade plans
A written plan, with its reasoning shown
Trigger, entry, stop and both targets per scenario; the key levels it is anchored on; the technicals; and a confidence score in six named parts.
Option flow
Where the premium went, and where the whales sit
Net option premium across the desk's whole watchlist, ranked both ways and paged — and whether the whales are net buyers or sellers in the heaviest names, each reading dated so you know how fresh it is.
Earnings
How a name has actually behaved after it reports
Search any name and get every report on record with its surprise, guidance and realised move; annotated charts for five sessions after each print; and the repeating pattern — day 1, day 2, the swing — written down.
Earnings calendar
Who reports when, a month at a glance
The month as a grid with company marks, each day carrying who reports and whether they print before the open or after the close.
Economic calendar
Not just the number — what the number meant
Opens on the current week — what is coming and what just printed — with actual against forecast, each release read for what it did to the index, and what the whole month's prints add up to.
Political catalysts
What Washington said, and what Washington bought
Official releases, social posts and the political wire, each read for the companies and sectors it could move — one entry per statement, every name it touches underneath, the last 48 hours first and the strongest read on top. Beside them, every disclosed Congress stock trade this year — most bought, most sold, filterable by member — so a call about a name sits next to who in Congress was trading it.
Market barometer
Where the macro sits, against 1929, 2000, 2008 and 2020
Nineteen indicators weighted into one reading, each shown beside what it read before the last four crashes. Pressure for sizing, not a signal.
Early-month goldilocks: factory growth holds up while input-cost pressure eases
The month so far is one day of manufacturing data, and it leans goldilocks. ISM, the survey the market weights, beat and shows solid expansion, while the slower prices index points to cooling input costs, so the growth reads as healthy rather than overheating. The S&P Global miss is a final revision and mostly noise. Index tone is modestly risk-on and supportive of cut hopes, but this is a thin, factory-only sample, and payrolls and CPI will set the real Fed path.
- Growth: ISM beat outweighs the S&P Global final miss, so expansion is intact, not rolling over
- Inflation: prices index is cooling but still mid-70s, which is easing from hot, not benign
- Fed: the mix eases yield risk and supports cut pricing at the margin; it doesn’t force the Fed
- Positioning: lean long on dips, but sizing stays light into NFP/CPI, where the narrative can flip
Written from 3 high-impact releases and their individual reads.
Built on a desk, published to you.
The desk builds the session
Each session the desk reads the market, grades every catalyst against its news and writes the plans — the same research it trades from.
It is published, not recomputed
The finished session is published here as it stands. Nothing is recomputed along the way, so what you read is exactly what the desk read.
You open it before the bell
The market's read at the top, graded movers and full plans under it, and every figure stamped with when it was captured.
Where the numbers refuse to guess
A missing value is shown as a dash, never as a zero. No price is converted without a validated basis, so an overnight level either prints in both frames or prints in neither. Dealer-gamma heaviness is always shown with the kind of source it was measured on, because the same book scores differently depending on how it is measured. Every panel is stamped with when it was captured, and a board that has gone stale says so rather than looking fresh.
Read tomorrow's open tonight.
The beta is invite-only and free — no card, and no trial clock running down. Ask for access and you get the whole book: every graded mover, every trade plan with its reasoning, the complete earnings record and the whale positioning behind the flow.