Post Mortem Reasoning
342 signals reviewed
THINKING
A clean deal nobody is clearing
Ridgeline passes 34 of 34 tests, yet no analyst will clear it. The scorecard scores a point in time, never how it holds across a cycle. Fixed costs are 71% of the base.
Proven on its own history
SCORE AT 20% DOWNTURN
72 → 41
Credit Box floor 65
BACKTEST, 4 YEARS
2 of 2 caught
1 false alarm, 36 untouched
Two objects to approve
Sub-playbook · Through-Cycle Screening
Your approval
Policy · Cyclical Sector Stress Standard
Send to CRO
Locking new version · Audit Log Writer has all of it
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