[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"scribbles-dashboard":3},{"tags":4,"popular":59,"latest":122,"feeds":220},[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",[60,81,94,104,115],{"id":61,"title":62,"created_at":63,"user_id":64,"is_anonymous":65,"is_public":66,"tags":67,"storage_path":78,"slug":79,"author_name":80},"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",false,true,[9,68,69,70,71,72,73,74,75,76,77],"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":82,"title":83,"created_at":84,"user_id":85,"is_anonymous":65,"is_public":66,"tags":86,"storage_path":91,"slug":92,"author_name":93},"fb90f9cb-d23c-493f-a613-4af298411a12","The War-Time Mirage","2026-04-29T17:58:51.17149+00:00","b010d45f-3f37-4ae7-96da-3e42cecaf0ef",[6,18,87,88,89,90],"consumers","war","growth","gdp","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F19196f8f-38ed-4111-8fa7-685496ca6a9c.md","the-war-time-mirage-a827yu","BusInsights",{"id":95,"title":96,"created_at":97,"user_id":85,"is_anonymous":65,"is_public":66,"tags":98,"storage_path":102,"slug":103,"author_name":93},"11fc7efd-8144-4cc1-88e5-f52a21440562","The SPV Hallucination","2026-09-06T09:38:39.011209+00:00",[99,38,100,35,101],"balance sheet","spv","big tech","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F7d6933c1-92c1-4f1f-bed2-8d95bc79afc4.md","the-spv-hallucination-8hmwi4",{"id":105,"title":106,"created_at":107,"user_id":64,"is_anonymous":65,"is_public":66,"tags":108,"storage_path":113,"slug":114,"author_name":80},"4074e215-acb2-414a-9a6d-77329251c9be","Unlocking the value of IT","2026-09-30T16:11:45.746239+00:00",[68,109,71,70,110,41,111,112],"technology","it","cxo","cio","c5599ac1-74e8-4745-b518-653b2f8d39ae\u002F0afccab8-8555-4695-ae89-a8f2d001ca8b.md","unlocking-the-value-of-it-oopkxz",{"id":116,"title":117,"created_at":118,"user_id":85,"is_anonymous":65,"is_public":66,"tags":119,"storage_path":120,"slug":121,"author_name":93},"19b5d044-c89d-4b11-9463-2a0a4f9c8dad","The Chokepoint Premium","2026-06-25T16:59:25.666097+00:00",[27,24,53,6],"b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F2ea40bdf-9415-40ab-a1fd-3a3265b402bc.md","the-chokepoint-premium-s5up39",[123,125,127,140,148,161,171,179,187,189,199,209],{"id":61,"title":62,"created_at":63,"user_id":64,"is_anonymous":65,"is_public":66,"tags":124,"storage_path":78,"slug":79,"author_name":80},[9,68,69,70,71,72,73,74,75,76,77],{"id":105,"title":106,"created_at":107,"user_id":64,"is_anonymous":65,"is_public":66,"tags":126,"storage_path":113,"slug":114,"author_name":80},[68,109,71,70,110,41,111,112],{"id":128,"title":129,"created_at":130,"user_id":85,"is_anonymous":65,"is_public":66,"tags":131,"storage_path":138,"slug":139,"author_name":93},"06d21c7a-b800-4cdb-ba3d-7ce22b8a4d6f","The Agency Distribution Collapse","2026-09-25T05:12:34.254612+00:00",[132,133,134,6,135,136,137],"insurance","financials","irdai","india","policy","margin","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F668d42a0-8e0c-4097-84a7-294061294307.md","the-agency-distribution-collapse-e3zbh5",{"id":141,"title":142,"created_at":143,"user_id":64,"is_anonymous":65,"is_public":66,"tags":144,"storage_path":146,"slug":147,"author_name":80},"507a340d-f975-48e5-8761-bedb5a349381","From Strategy to Value","2026-09-22T19:07:21.560585+00:00",[68,109,71,145,69],"strategy","c5599ac1-74e8-4745-b518-653b2f8d39ae\u002F631a7bb8-b4d6-41d4-abee-013869f1245e.md","from-strategy-to-value-v959kz",{"id":149,"title":150,"created_at":151,"user_id":85,"is_anonymous":65,"is_public":66,"tags":152,"storage_path":159,"slug":160,"author_name":93},"e055d7be-4b52-419b-8c06-a8f5062f3627","The Order Book Vacuum","2026-09-08T17:05:36.691011+00:00",[153,154,6,155,156,157,158],"fx","shadow banking","systemic risk","risk","yen","carry trade","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fc692d206-a5e0-4a36-bfaa-0a8e7c005fd3.md","the-order-book-vacuum-1tmxj5",{"id":162,"title":163,"created_at":164,"user_id":85,"is_anonymous":65,"is_public":66,"tags":165,"storage_path":169,"slug":170,"author_name":93},"5671f29d-b81b-4a4f-b4f8-7c89f49c6e55","The Fiscal Event Horizon","2026-09-08T17:02:48.863557+00:00",[38,166,6,167,157,158,168,27],"sovereign debt","bank","dollar","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F66783d83-a750-467e-abf0-015fd1b49de1.md","the-fiscal-event-horizon-idl7bw",{"id":172,"title":173,"created_at":174,"user_id":85,"is_anonymous":65,"is_public":66,"tags":175,"storage_path":177,"slug":178,"author_name":93},"f971eb2f-af8f-404a-8701-1185f50d9434","The Leverage Guillotine","2026-09-08T17:01:00.410331+00:00",[44,176,6,156,157,158,168],"nasdaq","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F1cc2befc-0c2e-41dc-9f57-58517da78015.md","the-leverage-guillotine-pm3j6s",{"id":180,"title":181,"created_at":182,"user_id":85,"is_anonymous":65,"is_public":66,"tags":183,"storage_path":185,"slug":186,"author_name":93},"61a3d648-a3b8-4280-9311-ce22662ff80b","The Yield Chokehold","2026-09-08T16:57:54.693531+00:00",[157,158,168,184,6],"treasuries","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F6e477d36-b562-4450-9814-03d5b4d19e3d.md","the-yield-chokehold-oxpy1h",{"id":95,"title":96,"created_at":97,"user_id":85,"is_anonymous":65,"is_public":66,"tags":188,"storage_path":102,"slug":103,"author_name":93},[99,38,100,35,101],{"id":190,"title":191,"created_at":192,"user_id":85,"is_anonymous":65,"is_public":66,"tags":193,"storage_path":197,"slug":198,"author_name":93},"eb10cd20-0e65-4239-98f4-23035316013d","The Sovereign Usurpation","2026-09-06T09:36:00.597101+00:00",[38,194,35,100,195,9,196,101],"bonds","capex","yields","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fb2be4a13-c10f-43cd-ab04-5efefd11d058.md","the-sovereign-usurpation-26uu5x",{"id":200,"title":201,"created_at":202,"user_id":85,"is_anonymous":65,"is_public":66,"tags":203,"storage_path":207,"slug":208,"author_name":93},"b80b1f49-51d8-4b01-80db-7d413f771464","The Intelligence Fallacy","2026-09-06T09:34:19.438377+00:00",[35,204,205,44,206,9],"retail","trading","wealth","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F17b0073e-d04a-4f4d-80dc-b94a968a67d8.md","the-intelligence-fallacy-44lji6",{"id":210,"title":211,"created_at":212,"user_id":85,"is_anonymous":65,"is_public":66,"tags":213,"storage_path":218,"slug":219,"author_name":93},"72d088a3-9dfd-4652-ad96-ffe8a6c69dcf","The Sovereign Auction","2026-09-05T04:05:09.910692+00:00",[38,166,214,215,6,194,216,217],"media","politics","fiscal","dominance","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F11e9a416-8464-45aa-be0e-8a5e93b334a1.md","the-sovereign-auction-tp08vn",[221,251,296],{"tag":6,"scribbles":222},[223,225,227,229,231,233,235,243],{"id":128,"title":129,"created_at":130,"user_id":85,"is_anonymous":65,"is_public":66,"tags":224,"storage_path":138,"slug":139,"author_name":93},[132,133,134,6,135,136,137],{"id":149,"title":150,"created_at":151,"user_id":85,"is_anonymous":65,"is_public":66,"tags":226,"storage_path":159,"slug":160,"author_name":93},[153,154,6,155,156,157,158],{"id":162,"title":163,"created_at":164,"user_id":85,"is_anonymous":65,"is_public":66,"tags":228,"storage_path":169,"slug":170,"author_name":93},[38,166,6,167,157,158,168,27],{"id":172,"title":173,"created_at":174,"user_id":85,"is_anonymous":65,"is_public":66,"tags":230,"storage_path":177,"slug":178,"author_name":93},[44,176,6,156,157,158,168],{"id":180,"title":181,"created_at":182,"user_id":85,"is_anonymous":65,"is_public":66,"tags":232,"storage_path":185,"slug":186,"author_name":93},[157,158,168,184,6],{"id":210,"title":211,"created_at":212,"user_id":85,"is_anonymous":65,"is_public":66,"tags":234,"storage_path":218,"slug":219,"author_name":93},[38,166,214,215,6,194,216,217],{"id":236,"title":237,"created_at":238,"user_id":85,"is_anonymous":65,"is_public":66,"tags":239,"storage_path":241,"slug":242,"author_name":93},"e98b9112-5263-4581-97bf-1f78cadae607","The Broadcast Ransom","2026-09-05T04:03:54.654102+00:00",[214,215,6,38,240],"spend","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F9a063d87-40c5-46b5-9f98-ea7041cf86b0.md","the-broadcast-ransom-yweksl",{"id":244,"title":245,"created_at":246,"user_id":85,"is_anonymous":65,"is_public":66,"tags":247,"storage_path":249,"slug":250,"author_name":93},"6df780fe-33f6-48f0-80a7-32ca7bce2e5d","The Capacity Fallacy","2026-09-05T04:02:33.640006+00:00",[214,215,6,35,109,9,21,30,248],"environment","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fcef539f2-47b6-4c76-9d42-5a410d60157b.md","the-capacity-fallacy-g33l1d",{"tag":9,"scribbles":252},[253,254,256,258,259,270,278,288],{"id":61,"title":62,"created_at":63,"user_id":64,"is_anonymous":65,"is_public":66,"tags":67,"storage_path":78,"slug":79,"author_name":80},{"id":190,"title":191,"created_at":192,"user_id":85,"is_anonymous":65,"is_public":66,"tags":255,"storage_path":197,"slug":198,"author_name":93},[38,194,35,100,195,9,196,101],{"id":200,"title":201,"created_at":202,"user_id":85,"is_anonymous":65,"is_public":66,"tags":257,"storage_path":207,"slug":208,"author_name":93},[35,204,205,44,206,9],{"id":244,"title":245,"created_at":246,"user_id":85,"is_anonymous":65,"is_public":66,"tags":247,"storage_path":249,"slug":250,"author_name":93},{"id":260,"title":261,"created_at":262,"user_id":85,"is_anonymous":65,"is_public":66,"tags":263,"storage_path":268,"slug":269,"author_name":93},"a1b658bd-504a-4b72-a705-267cd7e5f74c","The Collateral Fracture","2026-09-05T03:56:07.080964+00:00",[264,265,266,267,6,9,30],"cloud","computing","private credit","credit","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F16b08f2a-979a-4928-9484-2dc0077e74ca.md","the-collateral-fracture-gl2wjs",{"id":271,"title":272,"created_at":273,"user_id":85,"is_anonymous":65,"is_public":66,"tags":274,"storage_path":276,"slug":277,"author_name":93},"2c4e5d99-842e-490e-b1be-fed5622a33f9","The Base-Load Cartel","2026-06-24T17:20:16.125122+00:00",[275,9,32,21,30],"bigtech","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fd727b6ec-a36e-4e0b-b492-b6a7b322e3fc.md","the-base-load-cartel-32oo44",{"id":279,"title":280,"created_at":281,"user_id":85,"is_anonymous":65,"is_public":66,"tags":282,"storage_path":286,"slug":287,"author_name":93},"b4854375-3bb9-4ad8-ad67-f430c99dd10a","The Foundry Chokehold","2026-06-19T04:07:48.285308+00:00",[283,284,9,27,6,285,53],"semiconductors","chips","metal","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fe8675b44-7975-48c8-861f-d77773675221.md","the-foundry-chokehold-4cdt11",{"id":289,"title":290,"created_at":291,"user_id":85,"is_anonymous":65,"is_public":66,"tags":292,"storage_path":294,"slug":295,"author_name":93},"0acea3d7-3ad9-4fd7-94ce-0531bc7d75ca","The Concentration Capitulation","2026-06-01T16:32:10.035135+00:00",[293,9,283,58,30,15,32,12],"hedge funds","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F62444dd7-96dc-40a7-b231-5f1512da05e3.md","the-concentration-capitulation-d4ei3h",{"tag":12,"scribbles":297},[298,299,307,314,324,332,342,349],{"id":289,"title":290,"created_at":291,"user_id":85,"is_anonymous":65,"is_public":66,"tags":292,"storage_path":294,"slug":295,"author_name":93},{"id":300,"title":301,"created_at":302,"user_id":85,"is_anonymous":65,"is_public":66,"tags":303,"storage_path":305,"slug":306,"author_name":93},"a68d2329-f184-4ba9-b550-c1b3891e3d79","The Breadth Hallucination","2026-05-31T16:49:14.810147+00:00",[44,6,304,12,56,48,32],"marketbreadth","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F42a0159a-3cf4-4b2c-a940-dbe98adbce00.md","the-breadth-hallucination-swaclm",{"id":308,"title":309,"created_at":310,"user_id":85,"is_anonymous":65,"is_public":66,"tags":311,"storage_path":312,"slug":313,"author_name":93},"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":315,"title":316,"created_at":317,"user_id":85,"is_anonymous":65,"is_public":66,"tags":318,"storage_path":322,"slug":323,"author_name":93},"1e68b889-c43c-45bc-996e-53bd9c2ab669","The Captive Balance Sheet","2026-05-26T17:53:26.749894+00:00",[319,320,6,321,15,12,41],"private equity","equity","banking","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F904194e6-f8eb-452b-9719-2df184a261f9.md","the-captive-balance-sheet-9n8mfg",{"id":325,"title":326,"created_at":327,"user_id":85,"is_anonymous":65,"is_public":66,"tags":328,"storage_path":330,"slug":331,"author_name":93},"1d73ca4c-f266-44d0-af19-4fa963908fc2","The Index Illusion","2026-04-29T16:00:46.738912+00:00",[320,6,12,32,329],"index","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F5331dce5-360f-40a1-a743-f84473d00b29.md","the-index-illusion-7fmdgl",{"id":333,"title":334,"created_at":335,"user_id":85,"is_anonymous":65,"is_public":66,"tags":336,"storage_path":340,"slug":341,"author_name":93},"8412614c-f25d-4b4f-a04d-4855ae23fb7d","The Permanent Premium","2026-04-27T03:05:07.411006+00:00",[24,337,27,12,338,21,339,87],"commodities","reserves","supply","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F3817c895-360a-4639-8f4f-f6f96b7e5dde.md","the-permanent-premium-fhuqh0",{"id":343,"title":344,"created_at":345,"user_id":85,"is_anonymous":65,"is_public":66,"tags":346,"storage_path":347,"slug":348,"author_name":93},"182ef547-d121-4a30-bbce-bd28c8081685","The Bifurcated Boom","2026-04-27T03:03:21.797221+00:00",[6,18,12,15,320,46,51],"b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F3aa48768-8a61-4b44-aedc-11a1b5a9d941.md","the-bifurcated-boom-hfswde",{"id":350,"title":351,"created_at":352,"user_id":85,"is_anonymous":65,"is_public":66,"tags":353,"storage_path":357,"slug":358,"author_name":93},"9796f637-29b9-4035-aa33-b889b856a711","The Valuation Arbitrage","2026-04-24T08:55:03.309629+00:00",[354,266,355,356,12,41,145],"arbitrage","funds","valuations","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F28f19275-0c52-439d-be87-4aac706159a4.md","the-valuation-arbitrage-wnz5rv"]