Whether

Market Climate Station

Signals refreshed Feb 23, 2026, 5:25 AM

Whether report

Action playbook

Turn macro signals into execution posture and decision guardrails.Review execution details

Review monthly actions

Decide now

Set this month's posture and commit guardrails.

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Plan

  1. Now

    Confirm the posture

    Use the regime to decide what to fund now vs. defer.

  2. Next

    Pick a workstream

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  3. Later

    Export the brief

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Decision

Perspective lenses

Shared execution view with team-specific emphasis.

Finance lens

Stress-test funding posture, margin protection, and spend pacing before locking commitments.

Product lens

Prioritize customer-critical scope and sequence bets around near-term demand certainty.

Engineering lens

Translate posture into capacity guardrails, reliability thresholds, and delivery constraints.

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This month

Align workstream owners and publish operating guardrails.

Owner
Staff PM + Finance partner
Due
Month-end review
Expected impact
Reduce drift and improve sequencing.
Review this month actions

Execution table

HorizonOwnerDueExpected impactAction
This monthStaff PM + Finance partnerMonth-end reviewReduce drift and improve sequencing.Review this month actions

Plan

Translate the regime into quarterly posture, playbook moves, and operator asks.

  • Start, stop, and fence playbook moves
  • Quarterly finance posture
  • Signal-driven operator requests
Owner
Assign in weekly ops review
Due date
This cycle
Impact
High operational leverage
Review Plan

Decisions

Lock assumptions, validate guardrails, and pressure-test bets before committing.

  • Lock assumptions before committing
  • Decision shield validation and templates
  • Counterfactual pressure tests
Owner
Assign in weekly ops review
Due date
This cycle
Impact
High operational leverage
Review Decisions

Briefings

Export aligned narratives, leadership briefs, and CXO-ready deliverables.

  • Board-ready strategy brief
  • Exportable leadership briefs
  • CXO-specific deliverables
Owner
Assign in weekly ops review
Due date
This cycle
Impact
High operational leverage
Review Briefings

Monthly operating review

Monthly review for team alignment.

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Complete each step to keep planning cadence consistent and reduce missed handoffs.

What should I do this month?

Monthly action summary

This month, operate in Growth Mode mode: scale proven bets, invest in durable growth channels, and keep payback discipline. Use these constraints to align staffing, sequencing, and approval cadence before you lock the next sprint slate.

Monthly focus (at a glance)

  • •Prioritize speed and distribution over polish.
  • •Accept controlled waste to win market share.
  • •Invest ahead of demand where signals are strong.

Copy-ready summary card

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

View monthly API
Monthly action summary — Feb 19, 2026
Growth Mode posture: Capital is cheap and risk appetite is healthy. Move quickly to capture share. Priority: scale proven bets, invest in durable growth channels, and keep payback discipline.

Execution constraints:
• Prioritize speed and distribution over polish.
• Accept controlled waste to win market share.
• Invest ahead of demand where signals are strong.

Provenance:
Source: Federal Reserve Economic Data (FRED) (https://fred.stlouisfed.org)
Timestamp: Feb 23, 2026, 5:25 AM
Data age: 0h.
Confidence: Live (high confidence)

Delta

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

View delta API
  • •Regime steady in Growth Mode.
  • •No constraint changes.
  • •Provenance age unchanged at 0h..

Cadence alignment

Aligned

Weekly and monthly guidance align on Speed & distribution and Growth investment.

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.”

Related pages

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Signal evidence

Trace the macro evidence and thresholds behind each recommended action.

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Briefing kits

Export leadership-ready summaries for board, CXO, and planning reviews.

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Methodology

Review source-linked formula details before finalizing major decisions.

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Command center

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Playbook

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Not financial, legal, or investment advice.

Current posture

Set this month's posture and commit guardrails.

Review monthly actions