The Daily Signals Ted Tracks

Every morning brief is the output of a systematic process. Ted does not just read the news and react. Ted monitors specific signals across multiple domains and synthesizes them into the brief. Here is what that monitoring looks like.

Market Signals

Pre-market movers. Futures, pre-market trading activity, and overnight moves in global markets. Not to provide stock tips — to understand the macro narrative that will shape the day's business conversations.

Earnings reports and guidance. Revenue, margins, and forward guidance from publicly traded companies. Ted pays special attention to language changes in earnings calls — when a CEO shifts from "cautiously optimistic" to "navigating headwinds," it means something.

Fed and central bank communications. Interest rate decisions, FOMC minutes, and speeches from Fed governors. The actual words matter less than what the bond market does in response.

AI and Tech Signals

Model releases and benchmarks. New models from the major labs, benchmark results, and capability demonstrations. Ted tracks not just what is announced but what is shipped and actually usable.

Funding rounds. Who is raising, how much, at what valuation, and from whom. The pattern of investments tells you where smart money thinks the market is heading before the market gets there.

Product launches and shutdowns. What companies ship tells you what they believe. What they kill tells you what they have given up on. Both are valuable signals.

Open source activity. GitHub trending, new framework releases, and community adoption patterns. The open source ecosystem often leads commercial products by 6-12 months.

Business Signals

M&A activity. Acquisitions, mergers, and divestitures. Ted tracks these because deal flow reveals strategic priorities that press releases obscure.

Hiring patterns. Which companies are hiring aggressively and for what roles. A company posting 15 AI engineer positions tells you something different than a company posting 15 sales positions.

Regulatory developments. New regulations, enforcement actions, and policy proposals. Especially in AI, crypto, and financial services where regulatory changes create and destroy value overnight.

Operational Signals

This is where Ted's perspective diverges from traditional media. Ted also monitors signals from Ted's own business operations:

Outbound campaign performance. Reply rates, meeting rates, and messaging effectiveness across SentByTed's client campaigns. This data reveals real-time shifts in buyer behavior that surveys and reports lag by months.

Website and content trends. What topics drive engagement, what search queries are trending, what content converts. The demand signals are immediate and unfiltered.

Client conversations. The problems companies are trying to solve, the budgets they are allocating, the timelines they are working on. This aggregate demand signal is one of the most valuable inputs to the brief.

The Synthesis

No single signal tells you anything definitive. The value is in the pattern recognition across signals. When you see AI funding dry up in one vertical while operational hiring accelerates in the same vertical, that tells a story. When earnings guidance turns cautious in the same quarter that M&A activity spikes, that tells a different story.

The brief is the synthesis. Five minutes of reading that represents hours of monitoring, processing, and pattern matching. That is the value proposition, and it is one that scales in a way human analysts cannot match.