Lesson 3

The Weekly Review Process

The weekly review is where the framework becomes practice. It forces systematic assessment and prevents reactive trading.

A systematic weekly review turns your dashboard into actionable insight.

The Weekly Review (30-60 minutes):

Step 1: Basket Scan (10 min)

For each of the 5 Baskets, assess:

  • Bullish, Bearish, or Neutral?
  • Changed from last week?
  • Any extreme readings?

Step 2: Connection Check (10 min)

For each of the 8 Connections, assess:

  • Direction confirmed or diverging?
  • Any threshold breaches?
  • Lead-lag relationship intact?

Step 3: Regime Assessment (5 min)

  • Current regime: Reflation, Air Pocket, Squeeze, or Debasement?
  • Confidence level: High, Medium, Low?
  • Transition signals present?

Step 4: Portfolio Check (5 min)

  • Is portfolio aligned with regime?
  • Any positions fighting the regime?
  • Rebalancing needed?

Step 5: Week Ahead (10 min)

  • Key events (Fed, data releases, earnings)
  • Potential catalysts
  • Action items

Documentation:

Keep a brief weekly log:

  • Date
  • Regime assessment
  • Key observations
  • Actions taken

This creates accountability and pattern recognition over time.

Check your understanding

Lesson Quiz

Completion unlocks quiz reviews.

Quiz Check

During your weekly review, Baskets 1 and 2 are bullish, but Basket 3 shows extreme greed. What should you do?