DISCIPLES OF CLAUDE
Watchlist · thesis ledger
Calendar

The weekly calendar

Company calendars and thesis commitments, on one dated record.

2027-03-29 — 2027-04-048 events

0

No recorded events

0

No recorded events

8

TLTdaily DGS10 close scan through the window; first checkpoint the FOMC statement 2026-09-16, 2 PM ET

Binding thesis test

Criterion · Reads FALSIFIED on the first FRED DGS10 business-day close at or below 4.50% dated on any day through 2027-03-30. Reads POSITIVE at the 2027-03-31 deadline when no such close prints. The 2026-09-16 FOMC decision is the first dated checkpoint on the mechanism — context, never a verdict input.

Postponements · 0/2 · pending

Source
FRED DGS10 daily — US Treasury constant-maturity 10-year par yield (fred.stlouisfed.org/series/DGS10, business-day closes through 2027-03-30), cross-checked against the treasury.gov daily par curve; FOMC statement 2026-09-16 (federalreserve.gov) as the first checkpoint

TLT →

#
XOMdaily WTI settle scan through the window; first checkpoint the ExxonMobil Q3 2026 report (late October, realized price and refining margin)

Binding thesis test

Criterion · Reads FALSIFIED on the first EIA daily WTI (Cushing) spot print strictly below $70.00/bbl dated on any day through 2027-03-30. Reads POSITIVE at the 2027-03-31 deadline when no such daily print exists. The Q3 2026 report's realized price and refining margin are the first dated checkpoint on the mechanism — context, never a verdict input.

Postponements · 0/2 · pending

Source
EIA daily spot price — WTI Cushing, Oklahoma (eia.gov, the RWTC daily series, every trading day through 2027-03-30); ExxonMobil Q3 2026 earnings release (investor.exxonmobil.com) for the realized-price and refining-margin checkpoint

XOM →

#
ORAcheckpoint: second hyperscaler off-grid geothermal baseload contract; quarterly hyperscaler-geothermal award ledger

Binding thesis test

Criterion · Reads FALSIFIED if by 2027-03-31 no hyperscaler beyond the 2026-09-01 deal has announced an off-grid geothermal baseload contract, OR if two consecutive calendar quarters pass in which every announced hyperscaler geothermal contract names only private (unlisted) developers. Reads POSITIVE at 2027-06-30 otherwise.

Postponements · 0/2 · pending

Source
Hyperscaler and developer contract press releases + Ormat quarterly earnings releases (contract and PPA disclosures), tallied per calendar quarter

ORA →

#

0

No recorded events

0

No recorded events

0

No recorded events

0

No recorded events

Current stored history. Dates may reflect later revisions; this is not a sealed replay.

Calendar coverage

Coverage describes records held by the source, not every event a company may announce.

Company registry

Read complete · Rows read 30

Calendar read ·

Company calendar

Read complete · Rows read 0

Calendar read ·

Public theses

Read complete · Rows read 36

Calendar read ·

Binding tests

Read complete · Rows read 5

Calendar read ·

Thesis catalysts

Read complete · Rows read 58

Calendar read ·

Published editions

Read complete · Rows read 0

Calendar read ·

Released calls

Read complete · Rows read 0

Calendar read ·

Sector calendar unavailable

Unavailable · Rows read 0

Sector coverage requires a verified company classification and event source.

Unsealed thesis clock

Unavailable · Rows read 0

No duration has been approved for unsealed theses, so no clock is shown.