Friday morning -- define what scenario you are assessing
One question: rates, growth, EM stress, inflation hedge, or positioning? Write it down. Cognitor's dossier opens with this framing each week.
Friday or weekend -- scan the monitored universe
For Cognitor users: the 40 US-listed ETFs are the shared baseline each week; the dossier deep-dives the subset Cognitor prioritizes for that scenario. If building your own process, define your scope (which ETFs, which geographies?).
Read for disagreement, not confidence
Where do lenses align? Where is one specialist alone on an island? Where does the dossier map disagreement in the "tension" section? That map is where your edge lives -- not in the headline.
Document invalidations AND portfolio moves
What evidence flips your thesis? Write it. Also: which holdings changed during the week that are relevant to positions you hold or are watching? Cognitor's closure document highlights this; you should track it regardless.