Financial data is often noisy, especially when markets react to multiple events at once.
My workflow is intentionally simple:
1) Narrow the scope
I start with one specific question, not ten.
2) Separate signal and context
I classify data into:
- primary indicators (core signal),
- secondary indicators (supporting context),
- narrative factors (qualitative layer).
3) Build one-page output
I summarize the result in one page with:
- a short headline,
- 2-3 charts,
- key assumptions,
- next-step recommendation.
This format helps me stay clear, avoid overfitting the story, and communicate with confidence.