Workspace/Defense rotation playbook
Workspace · Collaborative
Defense rotation playbook
Saab + Kongsberg outperform Stoxx Industrials by 6% over Q1 on sustained EU defense commitments + Baltic infrastructure security capex.
Canvas · pinned items
ARGUS
Equinor outperforms OBX by 3.2% over 28 days
H-0847 · 0.73 conf
AEGIS
EU adopts 18th sanctions package targeting Russian LNG re-exports
Severity HIGH
NORSE
Equinor ASA · EQNR
Entity card · last price 318.5 NOK
ARGUS
Insider net flow Nordic
Signal · current 48.6 EURm
ARGUS
Counter-thesis: rate cut surprise
Adversarial argument · note pinned by @tdp
NORSE
Chart: 30d EQNR vs OSEBX
Pinned chart
Activity
- TDPpinned hypothesis H-08472h ago
- TDPcommented on counter-thesis8h ago
- Agentic Analystran cross-check, found supporting analog1d ago
- TDPedited thesis statement2d ago
Comments
TDP
Adding signal weighting for insider net flow — feels under-weighted.
Agentic Analyst
Insider net flow weight raised from 0.46 to 0.61. New confidence 0.76 (+0.03). Counter-thesis unchanged.
TDP
Good. Let's run the Time Machine against 2022 to validate.