Architecture is always 61. Your plan only lights some seats. Empty layers stay empty.
Where does capital flow over the next decade?
3–5 major trends, beneficiary industries, and strength scores (1–10).
7 seats in the full roster · output: Era Trend List
Where are we in the cycle?
Current phase, 0–100 thermometer, and scenario odds: boom / recession / stagflation / recovery.
9 seats in the full roster · output: Cycle Position + Thermometer
What to buy
10–20 value-track names + 10–20 growth-track names, each with a written reason.
20 seats in the full roster · output: Dual-Track Candidate Pool
Bull case vs. red-team interrogation
Both sides, risk list, confidence score, and sizing suggestion.
8 seats in the full roster · output: Investment Proposal
When to buy, and how much
Trigger conditions, scale-in plan, and initial size.
5 seats in the full roster · output: Entry Plan
When to sell
Stops, take-profit rules, rebalancing, and penalties for breaking the rules.
5 seats in the full roster · output: Exit Discipline
Verify every intuition. Backtest + sizing + risk budget.
Unlocks from Analyst (Thorp) through Committee (seven seats).
