Theses page
Browse DEPTH4 theses by theme and asset — full D1–D4 cascade research with conviction, room, and resolution paths before you trust a SIGNAL.
Purpose
The Theses page is where you research the full story behind a SIGNAL. Each thesis should include cause, path, timing, and market implication across the D1–D4 cascade. Use this page when a SIGNAL card is unclear, MIXED, or Building — or when you want the highest-conviction / largest-room narratives in a theme such as inflation, energy, or policy.
Header
Thesis counts and themes update as the fleet changes · Updated [time] ago. Treat the header as a freshness cue, then filter to the slice that matches your book.
Tabs
| Tab | Content |
|---|---|
| Signals by asset | Default — theses organized by affected asset |
| Archive | Resolved or deprecated theses |
| Hidden | Theses you've chosen to hide |
Controls
Refresh now — manually refresh thesis data. Show conflicts (N) — display theses with contradictory signals. Search theses — free-text search across titles and narratives.
Filters
| Filter | Options |
|---|---|
| Direction | All / Rising / Falling / Mixed |
| Conviction | All / High / Medium / Low |
| Updated | All / Last 24h / Last 7 days / Last 30 days |
| Sort | Recently updated / Highest conviction / Largest blind spot / A–Z / Strongest signals only |
Thesis cards
Each card shows theme, direction arrow, title, signal quality (Clear signal or Mixed picture), time horizon, full narrative, and resolution paths (Clean / Messy / Broken). Open the detail view for the depth book, evidence, and contributing links into SIGNALS.
How to use
Search themes (inflation, AI, energy). Filter by Highest conviction or Largest blind spot. Click any thesis for full cascade analysis. Return to SIGNALS after you understand the path — the card is the decision surface; the thesis is the proof.
Most users should spend more time here than on Feed alone.