Bayer's enforcement/litigation cloud is not a secret anymore - that's why this is investigate, not trade
The Opportunity
The direction is SHORT because enforcement and litigation narratives attack valuation through one channel that is brutally simple: higher uncertainty around ultimate liability increases required returns and keeps the equity from re-rating. Bayer is explicitly tagged as the primary entity here. The edge is not the thesis; it is timing. This sits in the edge-decay lane because the coverage is already broad across Tier-1 and long-tail outlets, which means the market is not blind to the story.
The Timing
INVESTIGATE reflects a shrinking informational window: with Tier-1 already engaged, you are no longer trading discovery, you are trading second-order developments (procedural court steps, new damages estimates, or a clear change in regulator posture). In Mixed 62 conditions with crosswind 72, that matters because late-cycle legal shorts can snap back hard on “no new news” days even while the long-run mechanism remains bearish.
The Evidence
Upstream lists Reuters/WSJ/NYT/FT and other Tier-1 domains as already active in the narrative, which is why edge status is “decaying.” This cycle does not include a specific Bayer URL in hydrated evidence for this item, so the evidence anchor is the stated Tier-1 propagation set: reuters.com and wsj.com .