Market Intelligence: A Map to Market Signals
A structured way to understand what markets are signaling — beyond the headlines Use this page as a map. It helps you navigate Signals Desk by theme, connect related posts over time, and jump to th...
Market Context & Risk Framing
A framework for interpreting market signals when macro conditions are changing A signal in isolation can look obvious...
Capital Allocation & Income Signals
A framework for interpreting dividends, payout decisions, and capital return behavior Dividend headlines and buyback ...
Earnings, Execution & Business Momentum
A framework for spotting repeatable earnings delivery and durable growth — not one-time surprises One strong quarter ...
Valuation & Expectation Gaps
A framework for spotting where the market is pricing a very different future than the numbers imply Valuation gaps ar...
Signals Desk Weekly | Multi-Year CAGR Strength Taking Shape Across Five Names (Feb 9-13)
This week’s multi-year growth scan surfaced five companies where EBITDA has compounded materially faster than revenue — ...
Signals Desk Weekly Take via FMP API | Five Companies With Persistent Earnings Beats (Feb 9-13)
This week’s data scan flagged something the tape isn’t fully pricing: a cluster of companies quietly extending multi-qua...
Weekly Signals Desk | Five Notable Valuation Disconnects from the FMP API (Feb 9-13)
Price action has been rewarding momentum and punishing hesitation, but beneath the surface the dispersion between modele...
Weekly Signals Desk | 5 Dividend Moves Flagged by the FMP API (Feb 9-13)
This week’s dividend tape reads less like a yield chase and more like a capital allocation check-in. A cross-sector scan...
Weekly Signals Desk | Price-Target Gaps Identified via the FMP API (Feb 2-6)
This week’s screen surfaced five large-cap and mid-cap names where price action has quietly moved ahead of published ana...
Weekly Signals Desk | 5 Notable Valuation Disconnects via the FMP API (Feb 2-6)
This week’s valuation screen surfaced a familiar but increasingly uneven pattern: a small cluster of large-cap and mid-c...
Weekly Signals Desk | Concentrated Analyst Revisions via the FMP API (Feb 2-6)
This week’s analyst activity didn’t disperse evenly across the tape. It clustered—tightly—around a small set of names wh...
Weekly Signals Desk | Five Dividend Moves Flagged by the FMP API (Feb 2-6)
This week’s dividend tape didn’t light up with yield outliers or headline-grabbing specials. Instead, a quieter pattern ...
Signals Desk Weekly | Multi-Year CAGR Strength Taking Shape Across 5 Names (Jan 26-30)
This week’s data scan flagged an unusual but consistent pattern across five otherwise unrelated companies: EBITDA is com...
Signals Desk Weekly Take via FMP API | 5 Companies With Persistent Earnings Beats (Jan 26-30)
This week’s earnings scan wasn’t about who surprised—it was about who keeps doing it. Running a broad pull through the F...
Weekly Signals Desk | Concentrated Rating Revisions via the FMP API (Jan 26-30)
This week’s analyst tape wasn’t evenly distributed—it clustered. A short data scan of recent rating changes shows convic...
Weekly Signals Desk | 5 Dividend Moves Flagged by the FMP API (Jan 26-30)
This week’s dividend scan surfaced five companies raising payouts across utilities, financials, industrials, and consume...
Breaking Down Valuation Differences Across Global Markets
Valuation differences across global equity markets often create confusion rather than clarity. The same type of company ...
Why Financial Ratios Break Down Across Market Cycles
Financial ratios are often treated as objective measures of business performance. Profitability, leverage, and valuation...
Understanding ETF Risk Through Holdings, Not Tickers
ETF risk analysis often starts and ends at the ticker level. Metrics such as historical volatility, beta, tracking error...
