{
  "version": 1,
  "generatedAt": "2026-05-08T15:59:36.745Z",
  "dashboards": {
    "kiss": {
      "version": 1,
      "generatedAt": "2026-05-08T15:59:36.745Z",
      "marketRegime": "Reflation",
      "riskBias": "Risk-on",
      "gridRegime": "Reflation",
      "liquiditySignal": "Neutral",
      "allocation": [
        {
          "key": "stocks",
          "label": "Stocks",
          "symbol": "VT",
          "actualWeight": 0.6,
          "percentOfMaxExposure": 1,
          "vams": "Bullish"
        },
        {
          "key": "gold",
          "label": "Gold",
          "symbol": "GLDM",
          "actualWeight": 0,
          "percentOfMaxExposure": 0,
          "vams": "Bearish"
        },
        {
          "key": "bitcoin",
          "label": "Bitcoin",
          "symbol": "FBTC/BTC",
          "actualWeight": 0.05,
          "percentOfMaxExposure": 0.5,
          "vams": "Neutral"
        },
        {
          "key": "cash",
          "label": "Cash",
          "symbol": "SPAXX",
          "actualWeight": 0.35,
          "percentOfMaxExposure": 0.35,
          "vams": "n/a"
        }
      ]
    },
    "liquidity": {
      "version": 1,
      "generatedAt": "2026-05-08T15:59:03.716Z",
      "cycleRegime": "Calm",
      "cycleTrigger": "Desired Calm because liquidity is still broadly supportive and the warning cluster is not persistent enough to keep the cycle in a late-stage regime.",
      "cycleSummary": "The smoothed cycle regime remains in a stable calm phase with no persistent transition signal yet.",
      "nowcastRegime": "Calm",
      "nowcastTrigger": "No turbulence, speculation, or rebound rule fired, so the system defaults to Calm."
    },
    "gavekal": {
      "version": 1,
      "generatedAt": "2026-05-08T15:59:04.113Z",
      "currentQuadrant": "Inflationary Bust",
      "latestMonth": "2026-05-08",
      "ratios": [
        {
          "key": "inflation",
          "name": "Gold / 10Y Treasuries",
          "proxy": "GLD / IEF",
          "latestMonth": "2026-05-08",
          "currentValue": 4.551371912915698,
          "movingAverage": 2.101752773001136,
          "isAboveMa": true,
          "directionLabel": "Above its 7-year moving average",
          "meaning": "Inflationary pressure / monetary distrust"
        },
        {
          "key": "growth",
          "name": "S&P 500 / Oil",
          "proxy": "SPY / USO",
          "latestMonth": "2026-05-08",
          "currentValue": 5.454430595389851,
          "movingAverage": 7.393499830059204,
          "isAboveMa": false,
          "directionLabel": "Below its 7-year moving average",
          "meaning": "Bust / oil and input costs pressuring equities"
        }
      ]
    }
  }
}