Live signal feed

Two of your three tracked queue positions move ahead by an estimated 9 months under the draft rules. This is a falsifier on your Northstar thesis — flagged, not resolved.

Rates land 40bps above the proposed schedule. Two of five subsectors in your succession pipeline regain the margin case.

Your private credit sleeve target of 8% was set at wider spreads. Conclave flagged a re-run.

Your closest logistics comparable re-priced 4.8× above your archived entry. EZVC scores for the sector adjusted.

Your threshold for revisiting duration. Northfield SMA sizing recomputed.

Preliminary ruling narrows enforceability of physician non-competes acquired via roll-up. Directly touches the succession model's defensibility assumption.

Short notice window raises capacity risk on three co-investment rights we hold alongside Kestrel.

Meaningful redesign of the capacity mechanism improves near-term economics for two Texas queue positions.

Third consecutive quarterly refresh below the 40/yr threshold. Structural, not seasonal — thesis review scheduled.

Below the (disabled) curve threshold — logged as context for reinvestment timing only.

Comfortable notice window — logged for context, does not require action.

Below the comparable-raise threshold — no scoring adjustment triggered.

Below the (disabled) fuel-spike threshold; logged for the industrial services cost model.

Early procedural step; below threshold, but the first sign the reform effort in sig-01 was building.

Operational update from portfolio company — no threshold attached, logged for context.

Small monthly move; well inside the 50bps/30-day threshold.

Same round noted in sig-12, first regulatory trace of the raise.

Retreated from the crossing level noted three months ago; duration sizing held.

The rate print that anchors this year's baseline for the succession pipeline margin case.

Precursor filing to the capacity design change flagged in sig-08.

Below the 3-month threshold at the time, but the trendline that preceded the sig-01 draft.

Prior comparable raise, below the 2x threshold at the margin — logged for the archive.

Well below the crossing threshold — no action, logged as trend context.

Prior spread-widening event, cleared the 50bps threshold in the opposite direction.

First mention of the vehicle later referenced in sig-11.

Routine notice, no design change — below threshold.

Earlier procedural filing on the path to the draft reform in sig-01 — cleared threshold, treated as the opening flag.

Baseline reading, two years back — the level the thesis was originally underwritten against.

Small move, below threshold.

Portfolio construction note: original three queue positions added to Pulse coverage.

Earliest tracked comparable raise for the logistics sector, well below threshold.