CP S: (V+v)x(Volume)x(30-50)
CP W: (U+u)x(Volume)x(longtime)
(Buildblock like Fitch) x (adjustment for risk)
V+v shoud be the first, U+u is the second. They keep you in safe zone. Buffer should be low price.
First block is key, G, I, C, NX. Should be a shock. Becareful, the buffer for policy (Trilemma).
Second block give you a more specific sub industry.
Business risk x Financial risk give a specific stock.

WACC{f(Rd,Re)} x CCC{f(demandx(AP+ Inventory,+AR))x Growth(Capex)

Reward=economic cycle x industry cycle x business{ company cycle (leverage by DPL) x financial cycle (DFL)}

Economic cycle: monetary policy cycle  x ( buffer for trilemma), becarefull fisher effect and inflation expected.

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Game theory:
Vn: GDP growth rate target,  buffer so thin.
Us: Inflation target 2%
Dominance in short term for VN: waitting, react to exchange data, stop more liquidity monetary.
Dominace in longterm for VN: keep interest rate at low level to boost growth GDP.

Early Warning: Three decision marking powers (Authority, BOD, Smartmoney). THE LIGH ON CHAOTIC
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Vnindex should be in wide range
Buy sensitive interest stock at bottom line.
