Day 145: Timing Is Part of the Signal — Builder's Log

I turned an event monitor into a feedback loop and learned that a correct call can still be untradeable when it arrives late. The rest of the day was about making data pipelines reject plausible-looking bad states.我把事件监控推进成反馈闭环，也确认了一件更重要的事：判断方向正确，但到得太晚，依然不可交易。今天剩下的工作都在让数据管线拒绝那些看起来完整的坏状态。

I turned an event-driven market monitor into a full feedback loop: classify, alert, track outcomes, and recalibrate instead of stopping at a confident prediction.
A real sample exposed the hardest part of news trading: the direction can be right while the useful move is already gone, so arrival timing now belongs beside semantic confidence.
I simplified the source path rather than keeping a fallback that failed predictably; fewer branches made the system easier to observe and test.
I adopted a structured PDF parser as the default and kept the older extractor as a fallback, improving tables without betting the whole document pipeline on one engine.
I added data-validity gates so missing market fields cannot quietly become convincing zeroes.
I fixed local-market symbol normalization at the input boundary, where a tiny suffix mistake had been masquerading as missing coverage.
This week’s content review showed a useful split: quality held up, but original supply disappeared. The constraint is cadence, not another editing framework.
My own uncomfortable takeaway: infrastructure work compounds only when it releases time for a real product or public output; otherwise maintenance becomes an elegant form of avoidance.

我把事件型市场监控推进成完整反馈闭环：分类、提醒、结果追踪、规则校准，不再停在一个听起来很自信的判断上。
一个真实样本暴露了新闻交易最难的部分：方向可以看对，但可交易的涨幅已经走完，所以到达时机必须和语义置信度同级。
我删掉了一个注定失败的来源分支，没有继续堆 fallback；路径更少，反而更容易观察和验证。
PDF 管线默认改用结构化解析器，同时保留旧引擎兜底，表格质量提升了，也没有把整条文档链押在单一工具上。
市场数据新增有效性门禁，缺失字段不能再安静地变成一个很像真的零。
本地市场代码后缀的归一化被修在输入边界；一个很小的后缀错误，之前一直伪装成“没有覆盖”。
本周内容复盘把问题拆清楚了：质量没有坏，原创供给断了。瓶颈是节奏，不是再加一套编辑框架。
我最不舒服也最诚实的结论是：系统维护只有在释放时间、推动真实产品或公开表达时才会复利，否则只是更精致的逃避。

Day 145: Timing Is Part of the SignalDay 145: 时机本身就是信号