Eval Amfx

Evaluate amFX Charts for Reproduction

Context

These are charts from Brent Donnelly's amFX (Spectra Markets) newsletters. Donnelly is a discretionary macro FX trader — NOT a quant. The value is in how he visualizes markets to build conviction, not just backtestable signals.

What to evaluate

When given a folder under /home/adesola/EpochDev/ClaudeCodeResearch/amfx_new/, do the following:

Step 1: Read analysis.md

Read the analysis.md in the folder to understand what charts exist and their context.

Step 2: Visually inspect every KEPT image

Use the Read tool to view each image file referenced in analysis.md. Look at the actual chart.

Step 3: Evaluate each chart with a DISCRETIONARY eye

This is NOT about backtestable strategies. Evaluate from these angles:

1. Is the data interesting? Does it show something surprising, extreme, or regime-changing?
2. Is the chart design interesting? Good use of overlays, color coding, annotations, dual axes, scatter vs line choice?
3. Does it tell a story? Would a macro trader look at this and form conviction?
4. How do charts relate to each other? Do they build a narrative together (zoom in/out, different angles on same thesis)?
5. Can we reproduce it? What data sources (FRED, Yahoo Finance, CFTC, BIS, etc.) and what chart type (scatter, bar, line, dual-axis overlay, heatmap)?

Keep charts that are visually interesting, show interesting data, or demonstrate good chart craft — even if they're not "backtestable."

Only discard charts that are truly uninteresting (generic price chart with no insight, stale point-in-time levels with no lasting value).

Step 4: Create tasks.md

Create a tasks.md file in the folder with this format:

# AMFX_XXXX — Chart Reproduction Tasks

Source: AMFX DDMMMYY newsletter by Brent Donnelly (Spectra Markets)
Theme: [1-line summary of the newsletter's thesis]
Date: [newsletter date]

## Charts to Reproduce

### Task 1: [Chart Title]
- **status:** TODO
- **image_ref:** [image filename]
- **chart_type:** [scatter, bar, line, dual-axis overlay, candlestick, heatmap, table]
- **data_sources:** [FRED series IDs, Yahoo tickers, etc.]
- **what_makes_it_interesting:** [1-2 lines on why this chart matters from a discretionary perspective]
- **reproduction_notes:** [any specific details needed — annotations, color coding, reference lines, etc.]

### Task 2: [Chart Title]
...

## Discarded Charts
| Chart | Reason |
|-------|--------|
| [name] | [why it's not worth reproducing] |

Status values: TODO → IN_PROGRESS → DONE → PUBLISHED

Step 5: Summary

Print a brief summary: how many charts to reproduce, what the narrative thread is, any charts discarded and why.