Whether

Market Climate Station

Signals refreshed Oct 2, 2024, 12:00 AM

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Historical mode active · 2024-10

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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.

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

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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

    Route to plan, decisions, or briefings based on the question at hand.

  3. Later

    Export the brief

    Generate copy-ready output for exec syncs, board prep, and team alignment.

Decision

Workflow mode

Expert mode: open all planning surfaces.

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.

This week

Commit immediate scope and freeze non-essential spend.

Owner
Product + Engineering
Due
Friday EOD
Expected impact
Protect reliability and delivery confidence.
Review this week actions

Execution table

HorizonOwnerDueExpected impactAction
This weekProduct + EngineeringFriday EODProtect reliability and delivery confidence.Review this week 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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  1. Review monthly summary

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  2. Validate decision guardrails

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  3. Export leadership brief

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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 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.

View monthly API
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.”

Command center

7 links

All results across actions, pages, and sections.

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

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7 command center results shown.

Related move

Turn this playbook into owner assignments and exports.

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Not financial, legal, or investment advice.

Current posture

Set this month's posture and commit guardrails.

Review monthly actions