Dotcom: dual-clock doctrine

Watch lit two months before the NASDAQ peak; Act dual Crisis at the NBER recession trough. Early signal and capital timing are different jobs — the dotcom case dates that doctrine.

What locked

Watch lit 2 months before the NASDAQ peak; Act dual Crisis at the NBER recession trough — early signal and capital timing are different jobs.

Collapsing Watch and Act into one red light is how desks either miss early stress or overtrade noise.

What we will not claim

  • Not a dated forecast product.
  • Not a promise that the next bubble rhymes with dotcom timing.
  • Act is decide under dual Crisis — not “sell everything when Watch fires.”

Full case

Read the dotcom case study · Watch versus Act.

Q&A

Is this a live prediction?
No. These are sealed historical reconstructions under V5-lock — proof objects, not forward calls.
Does AI write the score?
Scoring is deterministic under sealed physics. AI structures evidence into that formula and can read the face. It does not write the number.
Where is the full reconstruction?
The case study at /case-studies/dotcom carries the sealed clocks and methodology disclosure.

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