Council
Eleven frameworks. One structured diagnosis.
Submit a mechanism-grounded thesis. Independent analytical frameworks — macro, micro, flows, positioning, credit, behavioural, structural — examine it in parallel and return a map of where they agree, where they break and what would prove them wrong.
11
Parallel frameworks
0
Synthetic consensus
Full
Reasoning transcript
Worked example
Thesis — short a European auto supplier into 2026
Thesis statement + current book context + market data
Position
Proposed 180bps short, 3-6 month horizon
Core claim
EV transition strands 40% of the ICE component book
Book context
Already short 2 EU industrials, net -6%
Crowding
9.1% of float on loan
Run log
- Restate the thesis
Claim decomposed into 6 falsifiable sub-claims with the evidence attached to each.
- Run eleven frameworks
Base rates, reflexivity, capital cycle, second-order effects, positioning, balance sheet and six more, each independently.
- Map convergence
Where frameworks agree and where they diverge — divergence kept visible.
- Stress the fragility
What has to be true, and what breaks the position fastest.
- Set invalidation
Pre-committed exit conditions written before the position goes on.
Output
Press run to work this example end to end. Everything below is produced from the input above — sample data, real output shape: convergence map, dissent register, fragility read, invalidation set.
Preserved dissent
Minority frameworks are never averaged away; fragility is reported at full volume.
Invalidation set
The specific, observable facts that would kill the thesis, ranked by likelihood.
Mechanism first
Every verdict has to name a transmission mechanism, not a narrative.
Takes in
- Thesis statement
- Position context
- Market data
Hands back
- Convergence map
- Dissent register
- Fragility read
- Invalidation set