Yin
Stand down when the story is already in the price, the list is a biotech coin-flip, or there is no thesis that can last 5–30 sessions.
In production · 0.2 In production
Does not invent names. It only sees the quantitative shortlist and news dated on or before the session close.
Reorder the top 10, keep the quantitative leader, or publish NO PICK. If it displaces #1 it owes a reason. Missing news is not automatically a negative.