[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"scribbles-dashboard":3},{"tags":4,"popular":59,"latest":114,"feeds":237},[5,8,11,14,17,20,23,26,29,31,34,37,40,43,45,47,50,52,55,57],{"name":6,"count":7},"macro",34,{"name":9,"count":10},"ai",29,{"name":12,"count":13},"markets",25,{"name":15,"count":16},"investments",23,{"name":18,"count":19},"economy",22,{"name":21,"count":22},"energy",20,{"name":24,"count":25},"oil",19,{"name":27,"count":28},"geopolitics",16,{"name":30,"count":28},"infrastructure",{"name":32,"count":33},"tech",15,{"name":35,"count":36},"market",13,{"name":38,"count":39},"debt",12,{"name":41,"count":42},"finance",11,{"name":44,"count":42},"equities",{"name":46,"count":42},"inflation",{"name":48,"count":49},"capital",9,{"name":51,"count":49},"earnings",{"name":53,"count":54},"supply chain",8,{"name":56,"count":54},"liquidity",{"name":58,"count":54},"silicon",[60,75,84,94,106],{"id":61,"title":62,"created_at":63,"user_id":64,"is_anonymous":65,"is_public":66,"tags":67,"storage_path":72,"slug":73,"author_name":74},"61a3d648-a3b8-4280-9311-ce22662ff80b","The Yield Chokehold","2026-09-08T16:57:54.693531+00:00","b010d45f-3f37-4ae7-96da-3e42cecaf0ef",false,true,[68,69,70,71,6],"yen","carry trade","dollar","treasuries","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F6e477d36-b562-4450-9814-03d5b4d19e3d.md","the-yield-chokehold-oxpy1h","BusInsights",{"id":76,"title":77,"created_at":78,"user_id":64,"is_anonymous":65,"is_public":66,"tags":79,"storage_path":82,"slug":83,"author_name":74},"fcdf3dde-8579-4706-9c7a-f7afa1a62279","The Legislative Fiction","2026-04-19T06:01:06.942449+00:00",[24,21,18,80,81],"consumers","manufacturing","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fec960158-8e1f-4161-bed2-c98cfe3cfe54.md","the-legislative-fiction-fcdf3dde",{"id":85,"title":86,"created_at":87,"user_id":64,"is_anonymous":65,"is_public":66,"tags":88,"storage_path":92,"slug":93,"author_name":74},"90c1655d-d5d1-4cef-9aa5-ea3a6e740ab6","The Origination Loop","2026-06-24T17:16:02.919485+00:00",[89,90,6,91],"private credit","credit","banking","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F7dc8a0dc-b686-44e5-a1b4-dcc723355203.md","the-origination-loop-g5aws3",{"id":95,"title":96,"created_at":97,"user_id":64,"is_anonymous":65,"is_public":66,"tags":98,"storage_path":104,"slug":105,"author_name":74},"665e73af-1fbf-448e-a5d2-19a69a603296","The Ethane Supremacy","2026-04-05T14:14:08.843201+00:00",[24,99,100,53,81,101,102,103,12,15],"petrochemicals","cpg","chemicals","plastic","recycle","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F32d660c4-7215-49a0-b1c5-f618151508df.md","the-ethane-supremacy-665e73af",{"id":107,"title":108,"created_at":109,"user_id":64,"is_anonymous":65,"is_public":66,"tags":110,"storage_path":112,"slug":113,"author_name":74},"6f141849-9095-40ac-9034-2062d82b7758","The Molecular Arbitrage","2026-05-04T16:17:12.817667+00:00",[21,18,6,27,111],"gas","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F812d7da1-c646-4ce6-92b3-0eed5523112a.md","the-molecular-arbitrage-59dpk6",[115,134,145,158,166,177,186,194,196,206,216,226],{"id":116,"title":117,"created_at":118,"user_id":119,"is_anonymous":65,"is_public":66,"tags":120,"storage_path":131,"slug":132,"author_name":133},"054aec64-51a3-4c95-b1ed-ce40816f5885","Beyond the Dashboard: Rethinking IT Value Realization in the Age of AI","2026-10-11T16:32:00.004878+00:00","c5599ac1-74e8-4745-b518-653b2f8d39ae",[9,121,122,123,124,125,126,127,128,129,130],"tbm","value","costs","business","intelligence","apptio","magicorange","etl","language models","rag","c5599ac1-74e8-4745-b518-653b2f8d39ae\u002F9f2bddeb-0f90-44d0-946a-56085c0cbfb3.md","beyond-the-dashboard-rethinking-it-value-realization-in-the-age-of-ai-04nl9o","Pushkar Patil",{"id":135,"title":136,"created_at":137,"user_id":119,"is_anonymous":65,"is_public":66,"tags":138,"storage_path":143,"slug":144,"author_name":133},"4074e215-acb2-414a-9a6d-77329251c9be","Unlocking the value of IT","2026-09-30T16:11:45.746239+00:00",[121,139,124,123,140,41,141,142],"technology","it","cxo","cio","c5599ac1-74e8-4745-b518-653b2f8d39ae\u002F0afccab8-8555-4695-ae89-a8f2d001ca8b.md","unlocking-the-value-of-it-oopkxz",{"id":146,"title":147,"created_at":148,"user_id":64,"is_anonymous":65,"is_public":66,"tags":149,"storage_path":156,"slug":157,"author_name":74},"06d21c7a-b800-4cdb-ba3d-7ce22b8a4d6f","The Agency Distribution Collapse","2026-09-25T05:12:34.254612+00:00",[150,151,152,6,153,154,155],"insurance","financials","irdai","india","policy","margin","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F668d42a0-8e0c-4097-84a7-294061294307.md","the-agency-distribution-collapse-e3zbh5",{"id":159,"title":160,"created_at":161,"user_id":119,"is_anonymous":65,"is_public":66,"tags":162,"storage_path":164,"slug":165,"author_name":133},"507a340d-f975-48e5-8761-bedb5a349381","From Strategy to Value","2026-09-22T19:07:21.560585+00:00",[121,139,124,163,122],"strategy","c5599ac1-74e8-4745-b518-653b2f8d39ae\u002F631a7bb8-b4d6-41d4-abee-013869f1245e.md","from-strategy-to-value-v959kz",{"id":167,"title":168,"created_at":169,"user_id":64,"is_anonymous":65,"is_public":66,"tags":170,"storage_path":175,"slug":176,"author_name":74},"e055d7be-4b52-419b-8c06-a8f5062f3627","The Order Book Vacuum","2026-09-08T17:05:36.691011+00:00",[171,172,6,173,174,68,69],"fx","shadow banking","systemic risk","risk","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fc692d206-a5e0-4a36-bfaa-0a8e7c005fd3.md","the-order-book-vacuum-1tmxj5",{"id":178,"title":179,"created_at":180,"user_id":64,"is_anonymous":65,"is_public":66,"tags":181,"storage_path":184,"slug":185,"author_name":74},"5671f29d-b81b-4a4f-b4f8-7c89f49c6e55","The Fiscal Event Horizon","2026-09-08T17:02:48.863557+00:00",[38,182,6,183,68,69,70,27],"sovereign debt","bank","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F66783d83-a750-467e-abf0-015fd1b49de1.md","the-fiscal-event-horizon-idl7bw",{"id":187,"title":188,"created_at":189,"user_id":64,"is_anonymous":65,"is_public":66,"tags":190,"storage_path":192,"slug":193,"author_name":74},"f971eb2f-af8f-404a-8701-1185f50d9434","The Leverage Guillotine","2026-09-08T17:01:00.410331+00:00",[44,191,6,174,68,69,70],"nasdaq","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F1cc2befc-0c2e-41dc-9f57-58517da78015.md","the-leverage-guillotine-pm3j6s",{"id":61,"title":62,"created_at":63,"user_id":64,"is_anonymous":65,"is_public":66,"tags":195,"storage_path":72,"slug":73,"author_name":74},[68,69,70,71,6],{"id":197,"title":198,"created_at":199,"user_id":64,"is_anonymous":65,"is_public":66,"tags":200,"storage_path":204,"slug":205,"author_name":74},"11fc7efd-8144-4cc1-88e5-f52a21440562","The SPV Hallucination","2026-09-06T09:38:39.011209+00:00",[201,38,202,35,203],"balance sheet","spv","big tech","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F7d6933c1-92c1-4f1f-bed2-8d95bc79afc4.md","the-spv-hallucination-8hmwi4",{"id":207,"title":208,"created_at":209,"user_id":64,"is_anonymous":65,"is_public":66,"tags":210,"storage_path":214,"slug":215,"author_name":74},"eb10cd20-0e65-4239-98f4-23035316013d","The Sovereign Usurpation","2026-09-06T09:36:00.597101+00:00",[38,211,35,202,212,9,213,203],"bonds","capex","yields","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fb2be4a13-c10f-43cd-ab04-5efefd11d058.md","the-sovereign-usurpation-26uu5x",{"id":217,"title":218,"created_at":219,"user_id":64,"is_anonymous":65,"is_public":66,"tags":220,"storage_path":224,"slug":225,"author_name":74},"b80b1f49-51d8-4b01-80db-7d413f771464","The Intelligence Fallacy","2026-09-06T09:34:19.438377+00:00",[35,221,222,44,223,9],"retail","trading","wealth","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F17b0073e-d04a-4f4d-80dc-b94a968a67d8.md","the-intelligence-fallacy-44lji6",{"id":227,"title":228,"created_at":229,"user_id":64,"is_anonymous":65,"is_public":66,"tags":230,"storage_path":235,"slug":236,"author_name":74},"72d088a3-9dfd-4652-ad96-ffe8a6c69dcf","The Sovereign Auction","2026-09-05T04:05:09.910692+00:00",[38,182,231,232,6,211,233,234],"media","politics","fiscal","dominance","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F11e9a416-8464-45aa-be0e-8a5e93b334a1.md","the-sovereign-auction-tp08vn",[238,267,311],{"tag":6,"scribbles":239},[240,242,244,246,248,249,251,259],{"id":146,"title":147,"created_at":148,"user_id":64,"is_anonymous":65,"is_public":66,"tags":241,"storage_path":156,"slug":157,"author_name":74},[150,151,152,6,153,154,155],{"id":167,"title":168,"created_at":169,"user_id":64,"is_anonymous":65,"is_public":66,"tags":243,"storage_path":175,"slug":176,"author_name":74},[171,172,6,173,174,68,69],{"id":178,"title":179,"created_at":180,"user_id":64,"is_anonymous":65,"is_public":66,"tags":245,"storage_path":184,"slug":185,"author_name":74},[38,182,6,183,68,69,70,27],{"id":187,"title":188,"created_at":189,"user_id":64,"is_anonymous":65,"is_public":66,"tags":247,"storage_path":192,"slug":193,"author_name":74},[44,191,6,174,68,69,70],{"id":61,"title":62,"created_at":63,"user_id":64,"is_anonymous":65,"is_public":66,"tags":67,"storage_path":72,"slug":73,"author_name":74},{"id":227,"title":228,"created_at":229,"user_id":64,"is_anonymous":65,"is_public":66,"tags":250,"storage_path":235,"slug":236,"author_name":74},[38,182,231,232,6,211,233,234],{"id":252,"title":253,"created_at":254,"user_id":64,"is_anonymous":65,"is_public":66,"tags":255,"storage_path":257,"slug":258,"author_name":74},"e98b9112-5263-4581-97bf-1f78cadae607","The Broadcast Ransom","2026-09-05T04:03:54.654102+00:00",[231,232,6,38,256],"spend","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F9a063d87-40c5-46b5-9f98-ea7041cf86b0.md","the-broadcast-ransom-yweksl",{"id":260,"title":261,"created_at":262,"user_id":64,"is_anonymous":65,"is_public":66,"tags":263,"storage_path":265,"slug":266,"author_name":74},"6df780fe-33f6-48f0-80a7-32ca7bce2e5d","The Capacity Fallacy","2026-09-05T04:02:33.640006+00:00",[231,232,6,35,139,9,21,30,264],"environment","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fcef539f2-47b6-4c76-9d42-5a410d60157b.md","the-capacity-fallacy-g33l1d",{"tag":9,"scribbles":268},[269,271,273,275,276,285,293,303],{"id":116,"title":117,"created_at":118,"user_id":119,"is_anonymous":65,"is_public":66,"tags":270,"storage_path":131,"slug":132,"author_name":133},[9,121,122,123,124,125,126,127,128,129,130],{"id":207,"title":208,"created_at":209,"user_id":64,"is_anonymous":65,"is_public":66,"tags":272,"storage_path":214,"slug":215,"author_name":74},[38,211,35,202,212,9,213,203],{"id":217,"title":218,"created_at":219,"user_id":64,"is_anonymous":65,"is_public":66,"tags":274,"storage_path":224,"slug":225,"author_name":74},[35,221,222,44,223,9],{"id":260,"title":261,"created_at":262,"user_id":64,"is_anonymous":65,"is_public":66,"tags":263,"storage_path":265,"slug":266,"author_name":74},{"id":277,"title":278,"created_at":279,"user_id":64,"is_anonymous":65,"is_public":66,"tags":280,"storage_path":283,"slug":284,"author_name":74},"a1b658bd-504a-4b72-a705-267cd7e5f74c","The Collateral Fracture","2026-09-05T03:56:07.080964+00:00",[281,282,89,90,6,9,30],"cloud","computing","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F16b08f2a-979a-4928-9484-2dc0077e74ca.md","the-collateral-fracture-gl2wjs",{"id":286,"title":287,"created_at":288,"user_id":64,"is_anonymous":65,"is_public":66,"tags":289,"storage_path":291,"slug":292,"author_name":74},"2c4e5d99-842e-490e-b1be-fed5622a33f9","The Base-Load Cartel","2026-06-24T17:20:16.125122+00:00",[290,9,32,21,30],"bigtech","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fd727b6ec-a36e-4e0b-b492-b6a7b322e3fc.md","the-base-load-cartel-32oo44",{"id":294,"title":295,"created_at":296,"user_id":64,"is_anonymous":65,"is_public":66,"tags":297,"storage_path":301,"slug":302,"author_name":74},"b4854375-3bb9-4ad8-ad67-f430c99dd10a","The Foundry Chokehold","2026-06-19T04:07:48.285308+00:00",[298,299,9,27,6,300,53],"semiconductors","chips","metal","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fe8675b44-7975-48c8-861f-d77773675221.md","the-foundry-chokehold-4cdt11",{"id":304,"title":305,"created_at":306,"user_id":64,"is_anonymous":65,"is_public":66,"tags":307,"storage_path":309,"slug":310,"author_name":74},"0acea3d7-3ad9-4fd7-94ce-0531bc7d75ca","The Concentration Capitulation","2026-06-01T16:32:10.035135+00:00",[308,9,298,58,30,15,32,12],"hedge funds","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F62444dd7-96dc-40a7-b231-5f1512da05e3.md","the-concentration-capitulation-d4ei3h",{"tag":12,"scribbles":312},[313,314,322,329,338,346,356,363],{"id":304,"title":305,"created_at":306,"user_id":64,"is_anonymous":65,"is_public":66,"tags":307,"storage_path":309,"slug":310,"author_name":74},{"id":315,"title":316,"created_at":317,"user_id":64,"is_anonymous":65,"is_public":66,"tags":318,"storage_path":320,"slug":321,"author_name":74},"a68d2329-f184-4ba9-b550-c1b3891e3d79","The Breadth Hallucination","2026-05-31T16:49:14.810147+00:00",[44,6,319,12,56,48,32],"marketbreadth","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F42a0159a-3cf4-4b2c-a940-dbe98adbce00.md","the-breadth-hallucination-swaclm",{"id":323,"title":324,"created_at":325,"user_id":64,"is_anonymous":65,"is_public":66,"tags":326,"storage_path":327,"slug":328,"author_name":74},"518b901f-fb5d-4ca6-bea0-97fc16b59efe","The Executive Mirage","2026-05-26T18:01:29.215455+00:00",[27,24,6,44,12],"b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fe7b5748f-10d3-4021-858a-de74c73b7634.md","the-executive-mirage-8nde81",{"id":330,"title":331,"created_at":332,"user_id":64,"is_anonymous":65,"is_public":66,"tags":333,"storage_path":336,"slug":337,"author_name":74},"1e68b889-c43c-45bc-996e-53bd9c2ab669","The Captive Balance Sheet","2026-05-26T17:53:26.749894+00:00",[334,335,6,91,15,12,41],"private equity","equity","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F904194e6-f8eb-452b-9719-2df184a261f9.md","the-captive-balance-sheet-9n8mfg",{"id":339,"title":340,"created_at":341,"user_id":64,"is_anonymous":65,"is_public":66,"tags":342,"storage_path":344,"slug":345,"author_name":74},"1d73ca4c-f266-44d0-af19-4fa963908fc2","The Index Illusion","2026-04-29T16:00:46.738912+00:00",[335,6,12,32,343],"index","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F5331dce5-360f-40a1-a743-f84473d00b29.md","the-index-illusion-7fmdgl",{"id":347,"title":348,"created_at":349,"user_id":64,"is_anonymous":65,"is_public":66,"tags":350,"storage_path":354,"slug":355,"author_name":74},"8412614c-f25d-4b4f-a04d-4855ae23fb7d","The Permanent Premium","2026-04-27T03:05:07.411006+00:00",[24,351,27,12,352,21,353,80],"commodities","reserves","supply","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F3817c895-360a-4639-8f4f-f6f96b7e5dde.md","the-permanent-premium-fhuqh0",{"id":357,"title":358,"created_at":359,"user_id":64,"is_anonymous":65,"is_public":66,"tags":360,"storage_path":361,"slug":362,"author_name":74},"182ef547-d121-4a30-bbce-bd28c8081685","The Bifurcated Boom","2026-04-27T03:03:21.797221+00:00",[6,18,12,15,335,46,51],"b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F3aa48768-8a61-4b44-aedc-11a1b5a9d941.md","the-bifurcated-boom-hfswde",{"id":364,"title":365,"created_at":366,"user_id":64,"is_anonymous":65,"is_public":66,"tags":367,"storage_path":371,"slug":372,"author_name":74},"9796f637-29b9-4035-aa33-b889b856a711","The Valuation Arbitrage","2026-04-24T08:55:03.309629+00:00",[368,89,369,370,12,41,163],"arbitrage","funds","valuations","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F28f19275-0c52-439d-be87-4aac706159a4.md","the-valuation-arbitrage-wnz5rv"]