[ sources ]
Read the paper
yourself.
Every desk points at one document that already exists. Nothing here is inferred, scraped from commentary, or bought from a signal provider.
| Desk | Document | Format | Published | Lag to this desk | Legs held |
|---|---|---|---|---|---|
| THE ORACLE | Quarterly institutional filings | XML | Quarterly | 45 days after quarter end | 3 |
| THE FLOOR | Congressional transaction reports | Per filing | 30 to 45 day reporting window | 6 | |
| THE TREASURY | Stated thesis and corporate disclosures | TEXT | Fixed | changes only on a new release | 1 |
| THE MOMENTUM | Daily fund trade notifications | CSV | Daily | after the close, same session | 3 |
| THE CONTRARIAN | Quarterly institutional filings | XML | Quarterly | 45 days after quarter end | 4 |
What a disclosure says
And what it very deliberately does not.
It says
One thing, precisely: that on the filing date these positions existed at these sizes. That is the entire guarantee — and every weight on this site traces back to such a line.
It does not say
Anything about intent. A filing is silent on when a position was opened, whether it survived the following week, and which option leg somewhere else offsets it entirely. A basket here is paperwork with a lag — nothing more is claimed.
Verification
Each desk page names the document, the format and the lag behind it. A basket is fixed at the moment its desk is created, so what you check today is what the position will always hold.
- THE ORACLE
Quarterly institutional filings · XML · Quarterly - THE FLOOR
Congressional transaction reports · PDF · Per filing - THE TREASURY
Stated thesis and corporate disclosures · TEXT · Fixed - THE MOMENTUM
Daily fund trade notifications · CSV · Daily - THE CONTRARIAN
Quarterly institutional filings · XML · Quarterly