Macro to stock
Funnel
The winnowing process — idea to policy to economy to sector to shortlist to entry/exit to tracking. Each stage narrows what's left.
Stage 0 — Idea
Initial lead signals worth watching.
Stage 1 — Policy
Policy-level confirmation signals.
Stage 2 — Economy
Economy-wide confirm signals.
Stage 3 — Sector ID
Sector identification.
Stage 3b — Liquidity gate
RRG / sector-rotation gate.
Stage 4 — Shortlist
Company shortlist and capital-cycle notes.
Stage 5 — Entry / exit
Entry and exit scorer.
Stage 6 — Tracking
Thesis tracking and news.
Toolkit
Business-quality classification and reverse-DCF.
R&D register
Open framework questions, tracked as a living list.