decision boundary checklist for weekly publishing

see also: signal triage for macro and ai feeds · liquidity regime framework

minimum evidence bar

Before anything gets published, it passes:

  • Mechanism is stated — not just correlation or vibes. What is the specific cause-and-effect?
  • Evidence is current — information more than 90 days old without a recent confirmation is flagged for re-check.
  • Source is named — anonymous or unverified sources are held to a higher bar. I want to know where this came from.
  • Contrarian check is done — I’ve asked: what would have to be true for this to be wrong?

If any of these fail, the note goes to draft hold, not publication.

confidence language rules

Each note gets a stated confidence level, and the language must match:

  • High confidence — direct evidence, consistent signals, stated mechanism. I use declarative language.
  • Medium confidence — some evidence, plausible but not confirmed. I use conditional language: likely, suggests, consistent with.
  • Low confidence — interesting angle, insufficient evidence. I flag it as a working note and hold publication.

The most common style drift I catch is writing low-confidence notes in high-confidence language. The checklist catches this before it goes out.

draft / hold / archive decisions

Publish — passes all evidence checks, clear mechanism, named sources, contrarian check done.

Hold — passes most checks but is missing one piece of confirmation. I return to it within 72 hours.

Archive — either the signal failed to materialize, the evidence is contradicted, or it turned out to be noise. I note why I’m archiving it.

I review the hold queue weekly and either promote or archive. Nothing stays in hold indefinitely without a reason.

post-publish self-audit

After publication, I track:

  • Did the view hold or fail over the stated horizon?
  • What did I miss and why?
  • What would change my next similar decision?

This is the feedback loop that keeps the checklist calibrated. Over time it reduces the frequency of confident wrong calls.

my take

The checklist isn’t exciting. It’s the difference between a vault that builds on itself reliably and one that accumulates confident-sounding noise.

linkage

  • [[signal triage for macro and ai feeds]]
  • [[liquidity regime framework]]
  • [[weekly market report 2026-w14]]

ending questions

what is the most common failure mode in the evidence bar check across macro notes?