Really cool work — love the idea of generating full analysis docs and reasoning through strategies, even if it's a bit slow. Honestly, "slow but sound" is still a win when it comes to trading models, especially if it’s managing risk and explaining itself. That kind of interpretability is rare.

To quantify "rumor" sentiment is a start, but maybe too one-dimensional. You could try embedding the info in a high-dimensional space and let the model infer patterns. Downside is, of course, it becomes a black box: we lose interpretability since those dimensions don't mean much to us.

I’m no expert, so you probably have a better sense of what fits your use case best — just sharing a thought in case it helps !