From Quarterlies to the Clock: The Rise of Authorship
The SEC is “prioritizing” proposals to end quarterly reporting. The façade of fundamentals is weakening. And with it, the illusion that markets move on corporate stories instead of structure.
Without quarterlies, they’ll pivot to:
Multi-year roadmaps: “We’re executing a 3–5 year plan, not chasing short-term noise.”
Vision language: “We’re building for the …
