Economic intelligence, connected

The event is only the beginning.

BaselineWatch is an intelligence company. We connect public records and open-source intelligence — SEC filings, corporate events, government contracts, trade and regulatory data — with world events and supply shocks to research how companies and economies change. We publish only what survives independent verification.

Explore the marketplaceSee Distress Radar

Point-in-time data · Evidence-linked methodology · Independent certification

Research view

ILLUSTRATIVE ONLY

From event to outcome

How a research question is framed before anything is tested.

SOURCE 01

Filing language change

SOURCE 02

Contract or regulatory event

OUTCOME TO TEST

Distress, delisting, recovery

Data foundation · point-in-time company identity

Test design

Preregistered before the data is seen

Verdict

Certified, or sent to the graveyard

SourcesSEC filings (10-K, 10-Q, 8-K)Corporate event itemsFederal contractsCongressional & lobbying disclosuresGovernment trade & agency dataDocuments and data gathered through open-source intelligence (OSINT)

At a glance

As of 6 Nov 2026

0.7366

Distress Radar AUC, any adverse event

All listed firms · certified 6 Nov 2026

0.7571

AUC for bankruptcy

Firms priced at $1 or more · certified 6 Nov 2026

347,797

Company-quarters in the evaluation

Panel saved permanently and replicable

65

Entries in our graveyard index

Ideas we tested and killed or withdrew

AUC: 0.5 is a coin flip, 1.0 is perfect ranking. Lead time is not re-measured and is not claimed.

01 / Flagship

Distress Radar

Distress Radar

LIVE

Ranks listed companies by the likelihood of an adverse event — bankruptcy, performance delisting, going-concern stress — from point-in-time public records. One product: the Catalyst Atlas and dilution tracking are part of it.

Certified point-in-time results · 6 Nov 2026
OutcomeUniverseAUC
Any adverse eventAll listed0.7366
Any adverse eventPrice ≥ $10.7312
Any adverse eventLiquid names0.7152
BankruptcyPrice ≥ $10.7571
Performance delistingPrice ≥ $10.7671

Add-ons · buy online

Catalyst Atlas — weekly pack

How each catalyst type has behaved after the event. One-time purchase.

Single catalyst

One catalyst type’s full profile, on its own.

Request access

Dilution tracker

Alerts when a company files for new share issuance or dilutive financing.

See plansOpen its Signal DNA

02 / Marketplace

Every dataset and signal, with its DNA attached.

Only BaselineWatch’s own work. Open any card to see its testing history, who built it, who certified it and its sources.

Status badges describe where an item stands in our process. They are a status, not a rating or a recommendation.

SIGNALLIVE

Distress Radar

Ranks listed companies by adverse-event likelihood. Certified point-in-time AUC 0.7366 (all listed), 6 Nov 2026.

Built by BaselineWatch Research · certified by the research custodian

DISTRESS RADAR ADD-ONLIVE

Catalyst Atlas

How each catalyst type has behaved after the event, from measured price and volume history.

Part of Distress Radar · weekly pack, one-time

DISTRESS RADAR ADD-ONLIVE

Dilution tracker

Alerts when a company files for new share issuance or dilutive financing.

Part of Distress Radar · monthly

View DNA →
SIGNALCANDIDATE

Critical-audit-matter language

How auditor-flagged risk language changes over time. Passed early tests; full preregistered battery pending. Not a claim.

Next step: preregistration and forward window

Research access on requestView DNA →
SIGNALEXPLORATORY

Hospital distress

Financial stress among hospital operators. Passed exploratory testing; confirmatory testing still ahead. No performance claim.

Status per our signal ledger

Research access on requestView DNA →
DATASETDATASET

Corporate event history (8-K)

Point-in-time history of company event filings, mapped to a stable company identity.

One-time curated file

Pricing on requestRequest accessView DNA →
DATASETDATASET

Distress event history

The outcomes behind Distress Radar: bankruptcies, performance delistings and related events, by company and date.

Same panel as the certified evaluation

Pricing on requestRequest accessView DNA →
REPORTREPORT

Special report

Ten to fourteen pages on one urgent sector question, from primary government and filing data.

Commissioned or catalog

$5,000 – $20,000Learn more
SIGNALGRAVEYARD

Disclosure-drift alpha

Withdrawn 4 Nov 2026: the factor window was misaligned. The reason and the re-measurement are public.

One of 65 graveyard entries

Not for saleView record →
LIVE — in production, certified, monitored.CANDIDATE — passed early tests; not a claim.EXPLORATORY — promising early results; confirmation pending.RESEARCH — under study; no performance claim.DATASET — curated data, sold as a one-time file.GRAVEYARD — killed or withdrawn, with the reason.

Also listed on Neudata and Eagle Alpha.

03 / Research standards

Evidence first. Prediction only after verification.

Every candidate faces one question: does it add reliable information that existing data does not already carry?

  1. STEP 1

    Pre-gate screen

    Graveyard, sources, sample size, clear hypothesis.

  2. STEP 2

    Preregistration

    The test is fixed before the data is seen.

  3. STEP 3

    Full test battery

    Factor controls, placebos, out-of-sample.

  4. STEP 4

    Independent certification

    Never certified by the team that built it.

  5. STEP 5

    Forward test, then production

    Monitored live; scratch paper kept forever.

Point-in-time provenance

We separate when something happened from when it was public and when it entered our system.

Reproducible by design

Every published figure keeps its panel, script and checksums, so a buyer can replicate it.

Incremental value

Compared against established baselines, not a zero-effect strawman.

We publish our failures

When a result does not hold up, we withdraw it in public and say why.

04 / The graveyard

What didn’t survive, and why.

Most ideas fail. We keep a public record of every signal we killed or withdrew, with the reason — so nobody, including us, sells it again. Methods stay protected; verdicts are public.

65 entries in the graveyard index as of 6 Nov 2026.

Disclosure-drift alpha

WITHDRAWN · 4 NOV 2026

The published excess return used a misaligned factor window. Over the holding period it is not significant. The forensic-linguistics framework remains in use.

Executive-departure predictor

RETRACTED · JUL 2026

An audit found a sampling artifact. A forward holdout on new events remains open.

Linguistic freeze

KILLED · JUL 2026

Added no timing information beyond existing measures, and was not stable across eras.

05 / Who we help

From the trading desk to the individual investor.

Institutions

Research-grade intelligence

Funds and asset managers license served products and point-in-time datasets, with full Signal DNA for due diligence.

Discuss licensing →

Data partners

Intelligence that complements your data

Platforms and data vendors embed or resell independently verified BaselineWatch products.

Explore a partnership →

Individual investors

The same data, made accessible

Watchlists and add-ons priced for individuals — our founding mission is to open institutional-grade data to everyone.

See plans →

06 / Special reports

When a sector needs answers now.

Ten to fourteen pages on one urgent question, built from primary government and filing data and checked three times before delivery.

From $5,000 to $20,000 per report

Commission a report

Report titles shown are examples of the format, not published reports.

SPECIAL REPORT

Rare Earths: Who Is Exposed When Exports Tighten

BaselineWatch Research · Example

SPECIAL REPORT

Hospital Operators Under Pressure: A Filing-Level View

BaselineWatch Research · Example

07 / About

An intelligence company, built to be checked.

Disclosure intelligence is one core layer of what we do. Our research desk watches the world for the events that move companies — geopolitical shifts, supply shocks, export controls, regulatory changes, contract awards — and works backwards from the questions buyers actually need answered.

That is the foundation for our next frontier: event prediction — researching which world events lead to which corporate outcomes, tested to the same standard as everything else we publish.

From the founder

“Financial intelligence should be verifiable without trusting its author.”

BaselineWatch was founded by a principal who operates under the DBA name Sebastian — a real, directly reachable person. He works in a sensitive role in the public sector, which limits his public profile for now; he intends to take a fully public-facing role in the future.

Every published signal must survive a pre-registered validation battery. Failed signals are retired publicly — 65 recorded to date — and results are reproducible end to end.

BaselineWatch operates as BaselineWatch LLC, a Wyoming limited liability company (formed August 2026). All contracts and licensing agreements are executed by BaselineWatch LLC. Direct contact: baseline@baselinewatch.com

Sebastian · Founder, BaselineWatch · More about us

Let’s explore what the data can tell you.

Licensing, partnerships, special reports or research access.

Start a conversation