Fiscal / policy regime
Government budget posture, spending commitments, policy direction — particularly relevant for sector theses tied to government spending.
Regime monitoring
Monitor the regime that justified the position.
QJ watches not only what the portfolio holds, but the macro and market conditions that made the decision make sense. When those conditions change materially, the thesis comes back for review — before P&L is the only signal.
Instrument Master Identity
Warehouse Facts + compute
User State Decisions
Audit Evidence
Regime dimensions monitored
What QJ watches.
Rates and credit
Central bank stance, credit spreads, duration sensitivity — for theses with interest rate assumptions embedded.
Volatility and liquidity
Market volatility regime, liquidity conditions in relevant instruments — for theses with liquidity assumptions or options-adjacent positions.
Sector dispersion
Within-sector differentiation, factor behavior, momentum conditions — for theses with sector-relative views.
Geopolitical and policy signal
Regulatory, geopolitical and parliamentary signals — for theses with policy-driven investment cases.
What happens when drift is detected
A regime flag is not an automatic exit signal.
When a monitored condition drifts materially from the thesis context, QJ surfaces a review recommendation — not an automated action. The recommendation routes into a Decision Packet: here is what the original conditions were, here is what has changed, here are the affected positions, here is whether any falsifiers have triggered. The investment team reviews and decides.
Regime condition changes
A monitored dimension moves outside the range established at thesis creation.
Impacted positions identified
QJ lists which holdings, watchlists or theses are tied to the changed condition.
Review packet triggered
A Decision Packet draft surfaces: original thesis, current regime state, impacted positions, falsifier status.
Team reviews and decides
Hold, reduce, add, exit or revise the thesis — with the updated context attached to the record.
Status
Regime monitoring is in technical preview.
The regime engine, falsifier tracking and monitor rules are built. Selected regime dimensions and thesis types are available for preview. Broader coverage across asset classes and regime signal types is on the roadmap.
Next step
Monitor one thesis.
Set up a regime-aware thesis and see what happens when conditions change.
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