Whether

Market Climate Station

Signals refreshed Oct 2, 2024, 12:00 AM

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Whether report

Action playbook · Plan

Review the monthly summary and align the execution playbook for this cycle.Explore details →

Signals stamped Oct 1, 2024
Review monthly summary

Align now

Translate the regime into an execution-ready monthly plan.

Use this page to translate the current signal posture into team actions.

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Planning sequence

  1. Now

    Review monthly summary

    Confirm posture and priorities for this cycle.

  2. Next

    Apply playbook moves

    Choose start, stop, and fence actions.

  3. Later

    Sync finance strategy

    Check funding signals before commitments.

Decision

What should I do this month?

Monthly action summary

This month, operate in Survival Mode mode: lock discretionary spend, protect runway, and require short payback windows for new bets. Use these constraints to align staffing, sequencing, and approval cadence before you lock the next sprint slate.

Monthly focus (at a glance)

  • •Shorten payback windows and preserve cash.
  • •Delay speculative hiring or large platform rewrites.
  • •Route roadmap bets through revenue certainty.

Copy-ready summary card

Share the monthly posture in one pasteable block or pull it from the API for reuse.

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Monthly action summary — Oct 1, 2024
Survival Mode posture: Capital is expensive and risk appetite is low. Prioritize survival over growth. Priority: lock discretionary spend, protect runway, and require short payback windows for new bets.

Execution constraints:
• Shorten payback windows and preserve cash.
• Delay speculative hiring or large platform rewrites.
• Route roadmap bets through revenue certainty.

Provenance:
Source: Federal Reserve Economic Data (FRED) (https://api.fiscaldata.treasury.gov/services/api/fiscal_service/v2/accounting/od/daily_treasury_yield_curve)
Timestamp: Oct 2, 2024, 12:00 AM
Data age: 12226h.
Confidence: Simulated (low)

Delta

Weekly-to-monthly shifts in regime posture, constraints, and data freshness.

View delta API
  • •Regime steady in Survival Mode.
  • •No constraint changes.
  • •Provenance age unchanged at 12226h..

Cadence alignment

Aligned

Weekly and monthly guidance align on Cash preservation, Hiring control, +1 more.

Monthly leadership asks sound like

  • •“These three bets can still pay back within the climate constraints.”
  • •“We’re sequencing roadmap work to reduce risk before expanding scope.”

Monthly constraints should force

  • •“Only one major growth bet at a time until cash availability improves.”
  • •“Move hires to contingency approval and revisit after the next Treasury refresh.”

Playbook

Scarcity

Executive summary

Time is your binding constraint. Survival is about shortening every payback window.

Align the team on what to stop, start, and fence before approvals move forward.

Finance strategy

Finance Strategy Mode

Runway posture guidance without internal financial inputs

Public macro data sets the default capital posture. These guardrails define how conservative to be without needing internal finance models.

Data provenanceSource: Federal Reserve Economic Data (FRED)Record date: Oct 1, 2024Timestamp: Oct 2, 2024, 12:00 AMData age: 12226h.Confidence cycle: New moon (28%)

Executive summary

Target 24+ months of runway; freeze non-essential spend.

Insight database

Evidence-backed climate rationale

Attach cited macro evidence and historical patterns to explain the current posture.

Data provenanceSource: Federal Reserve Economic Data (FRED)Record date: Oct 1, 2024Timestamp: Oct 2, 2024, 12:00 AMData age: 12226h.Confidence cycle: New moon (28%)

Executive summary

High base rates plus an inverted curve compress access to capital and raise hurdle rates.

Post-MVP demand

Operator request backlog

Data provenanceSource: Whether internal backlogRecord date: StaticTimestamp: Static catalogData age: Static.Confidence cycle: New moon (28%)

These are the most common expansion requests expected after launch, curated to highlight what remains outstanding while keeping traceable data sources and plain-English operational guidance front and center.

Briefing reuse

Save recurring leadership narratives so teams stop re-explaining the same context.

Historical comparisons

Show then-vs-now market climate diffs with clear deltas and context.

API access

Provide an embedding/export endpoint for internal dashboards.

Command center

12 links

All results across actions, pages, and sections.

Playbook = Do now · Pages = Switch surfaces · Sections = Jump within page.

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Playbook

Pages

Sections

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Related move

Plan, decisions, and briefings pages are available from here.

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Current posture

Translate the regime into an execution-ready monthly plan.

Review monthly summary