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mostlyno.com
Research & education only. Not investment advice. what shipped → my desk → ·
Quant brain · Mispricing engine · 14-model committee · Risk Officer · Memory · Validation
Built with Next.js · Tailwind · Prisma · Neon Postgres
nothe workshop log · patch notes

We ship most days. Here's the receipt.

Every update lands here the day it ships — new surfaces, engine changes, and the incidents we caught, disclosed in the same feed as the wins. 19 entries across 9 shipping days and counting.

The log

newest first · never edited, only appended
  • An MCP server: plug your AI agent into the councilproductJul 11, 2026

    Any MCP-capable agent (Claude, Cursor, custom bots) can now query mostlyno directly: verdicts, coverage search, the disagreement board and the NO-ledger — four read-only tools, every answer shipped with its disclaimer. Too-hard names refuse to give your agent a price, same as they refuse humans. Connect: /mcp.

  • Pro waitlist opened — plumbing, not picksproductJul 10, 2026

    The $9/mo tier is now on a waitlist with a lifetime price lock. The rule stays carved in stone: anything that proves or disproves the council is free forever; only volume, speed and delivery are ever sold.

  • Share cards for every scoreboardproductJul 10, 2026

    Pasting /vs, /almost, /no-ledger, /graveyard, /how or /pro into a messenger now unfurls into a proper card instead of a bare link. Free distribution for every argument you start with us.

  • The workshop log opensproductJul 10, 2026

    This page. Every update ships here the day it lands — features, fixes and the incidents we caught, written for humans. What you will never find here: the exact thresholds, sizing rules or prompts the machine runs on. We publish what shipped, not the dials.

  • Bad price data: caught, disclosed, curedhonestyJul 9, 2026

    One scan ingested stale and pre-split prices for a handful of names. The money guardrails blocked every affected trade on their own; the public pages were corrected the same day, and affected verdicts now carry a visible data note instead of a quiet edit. Root causes fixed: prices are split-adjusted at the source, and the engine now abstains instead of guessing when a feed looks wrong.

  • The Street vs the councilproductJul 9, 2026

    Wall Street's consensus and the council's verdict, side by side, logged the day they clash. Both sides are now on the record — the receipts unseal in October 2026 and neither side gets to edit history.

  • Almost — the tension boardproductJul 9, 2026

    Nothing worth buying today is the usual answer. This board shows the names closest to a yes and the patience prices, set in advance, that would change our mind.

  • The NO-ledgerproductJul 9, 2026

    Every refusal is now journaled the moment it happens and scored against the S&P 500 weeks later — the saves and the misses, unedited. A coin-flip control group runs on the same clock, so the filter has to beat luck, not just look busy.

  • The graveyard of killed signalsproductJul 9, 2026

    Every idea the engine ever ran now has a public grave or a public status: killed (with a named cause of death), on trial, or earned a vote. The same zombie can't be reborn under a new name.

  • The methodology pageproductJul 9, 2026

    How the machine prices a business, step by step — the gates a stock must survive, the never-list, and the preregistered tests with their unseal dates. No black box.

  • The calibration gameproductJul 8, 2026

    Guess the council's verdict before you see it. Your hit-rate is tracked on your own device — nowhere else.

  • Crowd attention on every verdictproductJul 8, 2026

    Each verdict now shows how much public attention a name is getting versus its own history — shown as context, never used as a buy signal. Crowds are demand; demand is not value.

  • The too-hard pileengineJul 8, 2026

    When the honest math lands absurdly far from today's price, the council now refuses to name a price at all instead of publishing a fantasy target. Some questions score more points for not being answered.

  • A second valuation model, on trial in the shadowsengineJul 8, 2026

    A rebuilt valuation model now prices every name in shadow mode, next to the incumbent. It gets zero votes until a preregistered head-to-head test unseals in October 2026 — if it can't beat the incumbent out of sample, it goes to the graveyard like everything else.

  • Chaos suite: 12 real incidents, replayed foreverengineJul 7, 2026

    Every production incident the engine has ever suffered is now a permanent automated test. A hole isn't considered closed until the replay of the incident that found it passes green.

  • Deposit-blind proof chartengineJul 6, 2026

    The homepage growth line is now computed so that adding money to the account can never masquerade as performance. Deposits move the balance; only decisions move the chart.

  • Verdict words instead of price targetsproductJul 5, 2026

    Verdicts now speak in plain words — at this price, close, far, probably never, too hard — instead of decimal-point targets that pretend precision the future doesn't offer.

  • The verdict pages went publicproductJun 29, 2026

    Every covered name got a public verdict page: the scenarios, the committee's disagreement, the forensic flags, and what the council actually did about it. No login, no paywall.

  • The decision journal went immutableengineJun 22, 2026

    From this day, every decision the engine makes is journaled at the moment it's made and scored later by a separate process that can only append, never edit. This is the contract everything else on this site is built on.

Judge the output, not the changelog: the Street vs the council · the NO-ledger · how we price

What never ships here: exact thresholds, sizing rules, prompts, or anything a copycat could run — we publish what shipped, not the dials. Research & education only — not investment advice.