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Mission control

Standing mission · msn-2026-08-28

Where does independent evidence converge right now?

Ranked by governed conviction: 1 gated high-conviction candidate, 1 blocked by an unresolved contradiction, 4 accumulating evidence.

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  • Fundamentals screenerNot connected

    Deterministic screens over point-in-time XBRL facts — runs before any model sees a name.

    14 fixture evidencescreen-run 2026-08-26 (fixture)
    Fresh · observed 2d ago
  • Insider & ownershipNot connected

    Form 4 clusters, 13D/G stakes — corroborates, never initiates.

    6 fixture evidenceform4-agg 2026-08-26 (fixture)
    Fresh · observed 3d ago
  • Congressional intelligenceNot connected

    House PTR bands, lag, clusters — raises the ownership family only.

    8 fixture evidenceptr-ocr 2026-08-28 (fixture)
    Fresh · observed 18h ago
  • Startup radarNot connected

    Form D, SBIR progression, repo execution proxies — separate score model.

    7 fixture evidenceradar-run 2026-08-24 (fixture)
    Stale · last 31d ago · collector behind
  • Catalyst trackerNot connected

    Dated events, confirmed vs derived estimates, materiality thresholds.

    9 fixture evidencecalendar-sync 2026-08-27 (fixture)
    Fresh · observed 27h ago
  • Valuation & pricesNot connected

    Daily marks, multiples, benchmark series — canonical provider undecided.

    3 fixture evidencepx-pull 2026-08-27 (fixture)
    Stale · last 27h ago · awaiting provider decision
  • Skeptic reviewNot connected

    Adversarial pass on every promotion; contradictions gate conviction.

    4 fixture evidencerun-2026-08-26-012 (fixture)
    Fresh · observed 3d ago
  • Macro regime panelNot connected

    12–20 FRED series with point-in-time vintages — regime input to risk.

    0 fixture evidence
    Never connected · FRED collector has never run; API key not configured
Tracked candidates
6
public + startup
Gated high conviction
1
2+ independent families + skeptic + 0 critical
Blocked promotions
1
unresolved critical contradiction
Review queue
6
skeptic runs + manual parses

Activity (fixture run log — nothing is live)

  1. 18h agoPTR parserFact

    Ingested PTR-2026-082533 (Rep. Marchetti, HLWD purchase); cluster-hlwd-aug now spans 3 members.

  2. 27h agoValuation transformDerived

    Refreshed multiples against the 2026-08-27 close; MRKI valuation family 70 → 74.

  3. 40h agoSkeptic (model)Model

    HLWD receivables contradiction kept unresolved; composite trimmed 74 → 71. Promotion stays blocked.

  4. 3d agoSkeptic (model)Model

    MRKI buyback-window objection resolved: filers bought outside plan, no 10b5-1 flags.

  5. 3d agoAlert engineDerived

    Alert fired: MRKI composite crossed 75 (66 → 78). Dedupe key opp-mrki:score-threshold:75.

  6. 3d agoForm 4 aggregatorFact

    Insider scan: MRKI 3 net buyers (first cluster since 2022); OXFD 4 net buyers.

  7. 5d agoResearcher (model)Model

    Loomweft team read: maintainers ran a widely adopted build-cache project; bus factor 2 flagged.

  8. 7d agoReview queueDerived

    Manual review queued (rj-ct-6): PTR asset name partially illegible, owner undisclosed.

Key insights every card carries classification + provenance

Supportive

MRKI: ownership + quality now corroborate independently

First insider cluster in four years landed two weeks after cash conversion improved to 0.94. Valuation still 11.2× FCF vs 14.1× 5-year median.

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ModelLocal model (committee synthesis)(no source link)obs Aug 26, 09:10ret Aug 26, 09:10run-2026-08-26-011conf. highFixture
Blocking

HLWD: promotion blocked by unresolved receivables contradiction

Receivables growing 2× revenue. Growth and catalysts corroborate, but the gate holds until the skeptic resolves con-hlwd-recv.

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ModelLocal model (committee synthesis)(no source link)obs Aug 27, 07:40ret Aug 27, 07:40run-2026-08-27-004conf. mediumFixture
Caution

VELA: valuation inputs stale — provider decision is the bottleneck

Composite is provisional while the canonical price provider remains undecided (owner decision, Phase 0). Lockup expiry 2026-09-14 is confirmed.

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DerivedFreshness evaluation vs daily cadence policy(no source link)obs Aug 28, 23:00ret Aug 28, 23:00freshness-eval freshness 1.0.0conf. mediumFixture
Neutral

Congress: 3-member HLWD purchase cluster inside 14 days

Disclosed ranges combine to $66K–$165K. Raises the ownership family on the researched candidate only — never a standalone recommendation.

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DerivedCluster detection across parsed PTRs(no source link)obs Aug 28, 05:10ret Aug 28, 05:10cluster-detect cluster 0.4.0conf. mediumFixture

Research console

  1. SystemAug 28, 12:00

    No orchestrator is connected. This console replays the stored fixture run log; input arrives with the Phase 1 research API.

  2. MissionAug 26, 09:00

    Re-evaluate MRKI after Q2 10-Q ingestion and the August Form 4 cluster. Apply the conviction gate strictly.

  3. OrchestratorAug 26, 09:10run-2026-08-26-011

    Researcher run complete: composite 66 → 78. Ownership family corroborates via 3 open-market Form 4 buyers; manifest manifest-mrki-2026-08-26-011 stored.

  4. SkepticAug 26, 09:42run-2026-08-26-012

    Objection tested: purchases coincided with buyback window. Refuted — filers bought outside plan, no 10b5-1 flags. Remaining note: service-attach metric is management-defined; deterministic recomputation requested before it enters any score.

  5. OrchestratorAug 26, 09:45run-2026-08-26-011

    Gate check passed: 3 qualifying independent families, skeptic run complete, 0 unresolved critical contradictions. Decision cvd-mrki-2026-08-26-01 recorded; conviction set to high.

Read-only replay of the stored run log. Console input arrives with the Phase 1 research orchestrator API — a disabled input here would be a fake control, so there is none.

Every claim above is fixture data from fictional entities. Model and skeptic text is styled in violet with run ids; derived numbers name their transform; nothing simulates live telemetry.