CHECKING
Flash
Digest
Processed
— narrative
Dominant Regime
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Geo & Policy Context
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Active Themes
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System
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Signal vs Noise Guide
⚡ Flash — Fire Immediately
Hormuz closure or confirmed transit disruption
Trump confirmed military action (not tweets)
Peace deal confirmed by both sides simultaneously
Iranian state media announcing military retaliation
Fed emergency action or unscheduled rate decision
NFP / CPI major miss or beat vs consensus
IRGC senior commander killed or captured
Head-of-state level escalation confirmed
Radiological or nuclear incident confirmed
◈ Context Gate — Check Against Narrative
Iranian officials making diplomatic statements
Trump ultimatums with specific named deadlines
OPEC production policy changes
Named world leaders making war/peace statements
IEA / SPR coordinated release announcements
Treasury / yield curve intraday moves above 10bps
Ceasefire proposal from one side only
○ Digest / Ignore
General market commentary and opinion pieces
Trump optimism without specifics or named counterparty
Repeated known positions restated without new development
Libya / minor oil producers (unless Hormuz-related)
Seasonal or technical market analysis
Economic data within normal range vs consensus