https://dhawal.org Daily market wrap, source-dated markets dashboards, and long-form research from dhawal.org. en-us Tue, 08 Sep 2026 00:47:19 GMT dhawal.org rss builder noreply@dhawal.org (dhawal.org research) https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-12-one-desk-one-machine-readable-system Sun, 12 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) The v4 desk unifies its navigation, design tokens, motion rules, and accessibility contract across the editorial and market surfaces. The same published work is now easier to traverse for people and agents alike, with structured datasets, cited research, the open JSON API, and the MCP server forming one coherent system. Changelog polish https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-11-the-wire-and-the-published-maths-get-a-defensive-pass Sat, 11 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) Squawk now reads the same multi-source, deduplicated wire as /news, so the two surfaces cannot fail along separate ingestion paths. The regime, correlation, drawdown, and seasonality calculations now reject malformed observations before they can become a displayed number; light-theme amber, form labels, chart names, and route metadata also received an accessibility pass. Changelog data https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-10-a-stronger-free-brain-behind-the-wraps-and-call-briefs Fri, 10 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) The drafting chain behind the Daily Wrap and the earnings call briefs was re-audited against the live OpenRouter free catalog. NVIDIA's Nemotron 3 Super (120B) now drafts first, with the proven gpt-oss-120b and Qwen3-Next as fallbacks and Llama 3.3 demoted to last resort. Reasoning mode is explicitly off: these are grounded rewrites on a 30 second clock, not term papers. Still zero cost, still cached, still never per-visitor. Changelog data https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-10-terminal-mode-a-moving-tape-and-a-column Fri, 10 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) The command palette hides a new toggle: Terminal mode, amber phosphor and scanlines, a wink at the machines this desk descends from (the P&L greens and reds survive the phosphor). Live prices now flash their direction as they tick, green up, oxblood down, on the hero quote, the front-page strip, and every watchlist. And /notes opens From the Desk: short, dated notes in one voice, beside the changelog's record. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-10-the-whale-books Fri, 10 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) A new desk at /13f reads quarterly 13F holdings for a curated set of concentrated discretionary filers, Berkshire to Bridgewater, straight from the EDGAR information tables: top-of-book positions, weights, and the quarter's moves. Quant market-makers are excluded on purpose; their thousands-of-line filings are hedged inventory, not readable intent. Symbol pages gain a quiet module naming the tracked books that hold the name. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-10-what-the-calendar-favors Fri, 10 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) A new desk at /seasonality turns the per-ticker seasonality tables inside out: pick a month and see every tracked name's record for it, mean return and hit rate over up to 15 years of monthly closes, sortable, filterable by kind, with thin histories muted rather than hidden. History, not prediction, and the page says so out loud. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-10-the-scenario-desk Fri, 10 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) The portfolio page now answers the questions a ledger cannot: how the holdings move together, how deep this exact book would have drawn down over three years, a 500-path sketch of the year ahead, and what a lump sum into any ticker on any date would be worth today. Every number is computed in the browser from daily closes; position sizes never leave the machine. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-10-the-open-api-documented-the-quarter-nowcast Fri, 10 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) The JSON endpoints behind every number on the desk now have a human reference at /api-docs: parameters, honest cache windows, worked examples, and plain-language terms, rendered from the same OpenAPI document machines read. And /today carries the GDPNow strip: the Atlanta Fed's running estimate of the quarter, with its drift against the prior vintage, before the official print exists. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-10-congress-on-the-tape Fri, 10 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) A new desk at /congress reads every periodic transaction report Congress files under the STOCK Act: both chambers, transaction-level, newest filing first, filterable by chamber, member, or ticker. Every row links to the primary government document, amounts stay the ranges the law requires, and the lag column keeps score on who files inside the 45-day clock. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-10-the-insiders-read-from-the-source Fri, 10 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) Equity pages now open the Form 4s themselves: the last eight ownership filings from SEC EDGAR, parsed to who traded, at what price, and what they held after. A 90-day flow line counts only open-market purchases and sales; awards, exercises, and withholdings are listed but never counted as conviction. Every row links to the primary filing. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-10-the-session-clock Fri, 10 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) The front page opens with a new signature dial: eleven cash sessions, Sydney to New York, laid onto one 24-hour UTC ring. Each lane is an exchange's session, its ink is the day's tape, and the hand is the reader's clock. Session placement follows the IANA timezone database, so daylight saving moves the arcs, not a config file. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-10-the-desk-now-monitors-itself Fri, 10 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) A new /api/health endpoint re-runs the news wire, the tape, and the model leg behind the Daily Wrap, and a scheduled probe fails loudly when any of it rots. The wrap and the call briefs also gained a free-model fallback chain, so one retired slug or a rate limit no longer silences them. Changelog meta https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-06-the-local-desk-q-a-portfolio-alerts-and-a-greeting Mon, 06 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) Four tools that respect the no-account rule to the letter. /q quotes any ticker, curated or not. /portfolio keeps a book with live P&L entirely in the browser; position sizes never leave it. Price alerts fire as native notifications with no server, email, or login. And a returning reader gets "Since you were here": what moved while they were gone, computed against their own cached tape. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-06-ten-instruments-join-the-desk Mon, 06 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) A wave of signature data instruments across the dashboards: the Regime Rose on the front page; Sector Rotation, the Cross-Asset Correlation Web, Correlation Regime, Cross-Market Seasonality, and Intermarket Ratios on /markets; Curve Decomposition on /rates; the Futures Term Structure, Positioning Ladder, and COT Deep-Dive on the futures desks. Each carries its methodology in a tooltip and its source on its sleeve; hover crosshairs follow on the SVG charts. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-06-faster-quieter-harder-to-break Mon, 06 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) The quote fan-out that made ~130 requests per dashboard load now batches into a handful. Pollers pause on hidden tabs, duplicate in-flight fetches share one request, the route transition dropped its animation library off most pages, and the site gained real error boundaries so a single failed island can no longer blank a route. Changelog polish https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-06-the-audit-tranche-craft-and-trust-fixes Mon, 06 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) A multi-agent audit of the whole site produced a confirmed fix list, shipped in one pass: the watchlist is finally editable from every board, earnings actuals show beat/miss ink on the calendar, the light theme reaches AA contrast on data colours, the Daily Wrap edition rolls at 4am ET, and the screener scrolls properly on phones. Changelog polish https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-07-05-the-markets-desk-front-page Sun, 05 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) The homepage became a broadsheet: a financial-print masthead, numbered movements carrying the reader from the live tape through the wire, the regime, the desk dashboards, and the week ahead, with data provenance named on every section rule. Under it, a shared design system: one type scale, one spacing scale, and a small kit of desk primitives documented in the colophon. Changelog editorial https://dhawal.org/research/calendar-is-not-a-catalyst/ https://dhawal.org/research/calendar-is-not-a-catalyst/ Wed, 01 Jul 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) A scroll-driven investigation using the desk's recurring seasonality dataset to separate calendar-month averages from hit rates, compare the same month across asset classes, and keep sample size inside the conclusion. Research Seasonality Cross-Asset Data Visualization Research Methods https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-06-11-the-wire-gets-pictures-and-a-reader Thu, 11 Jun 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) News items now carry the publisher's thumbnail where the feed provides one, and clicking a headline opens an in-page reader: image, headline, outlet, time, and the feed's own summary, with a clear link out to the full article at the source. A preview without leaving the desk; the full text stays with the publisher who wrote it. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-06-11-a-fuller-front-page-and-a-tidier-calendar Thu, 11 Jun 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) The homepage fills its quiet stretch with a "What to watch" band: the week's scheduled FOMC, CPI, NFP, GDP, and PCE releases beside the day's top movers. The earnings calendar now shows only market-moving companies (a curated mega-cap and bellwether universe) and tells you how many smaller names it hid, so the page is signal rather than noise. Changelog feature https://dhawal.org/changelog/ https://dhawal.org/changelog/?e=2026-06-11-rates-panels-stop-showing-unavailable Thu, 11 Jun 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) Treasury auctions were failing on a malformed request URL and a missing browser header; both are fixed and the auction tracker shows live bid-to-cover data again. The economic-events feed, which sat behind a now-paywalled vendor calendar, was rebuilt on the published Fed/BLS/BEA release schedule, so /rates and /calendar always show the real upcoming dates. Every one of these panels now degrades to an honest, calm state instead of a stock error page. Changelog data https://dhawal.org/research/futures-ta/ https://dhawal.org/research/futures-ta/ Fri, 01 May 2026 00:00:00 GMT noreply@dhawal.org (dhawal.org research) A research compendium and book draft on technical analysis as it is actually used on institutional futures desks. Treats futures-specific microstructure (roll, basis, RTH/ETH session asymmetry, tick value), liquidity and order flow as the substrate beneath classical indicators, statistical validation against curve-fit, and execution realism. Twenty-one chapters across five parts plus four appendices, calibrated against mid-2026 contract levels for ES, NQ, GC, and CL. Research Futures Order Flow Volume Profile AVWAP Risk Management https://dhawal.org/research/decentralized-community-communication/ https://dhawal.org/research/decentralized-community-communication/ Wed, 01 Jan 2025 00:00:00 GMT noreply@dhawal.org (dhawal.org research) This paper proposes a fully distributed, peer-to-peer architecture for real-time community communication as a direct alternative to centralized platforms like Discord. The core idea is straightforward: every computer running the application becomes part of the network itself, eliminating the need for any company-owned server to store, route, or mediate communication. The paper examines how mesh networking, distributed state synchronization, end-to-end encrypted voice, and zero-friction onboarding can be combined into a product that ordinary people genuinely want to use. Research Distributed Systems P2P Privacy WebRTC CRDTs