Intelligence
Repeating signals reveal structural patterns. These patterns show where value is moving, which business models are under pressure, and who is positioned to capture the new economics.
Patterns
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From Signal to Trend
Real-time capture of market events: earnings reports, strategic announcements, acquisitions, leadership changes, regulatory developments.
Signals are grouped by meaning. A pattern forms when three or more closely related signals from at least two sources arrive within three weeks; it moves as new signals arrive and retires when they stop.
Trends feed into Operator Notes and Perspectives, providing evidence for structural thesis development and strategic position formation.
Intelligence Pipeline
Trends are one layer of BdG Advisory's Intelligence work — alongside Signals, Operator Notes and Perspectives.Signals are observations. Trends link them into derived intelligence. Operator Notes and Perspectives are content artifacts with provenance — a note may be developing thinking, a perspective is a stated position, and either can draw on the others without having to.