[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"scribbles-dashboard":3},{"tags":4,"popular":59,"latest":126,"feeds":243},[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",[60,74,90,105,115],{"id":61,"title":62,"created_at":63,"user_id":64,"is_anonymous":65,"is_public":66,"tags":67,"storage_path":71,"slug":72,"author_name":73},"a95c0a2f-274e-4b5e-af1f-a48be8fff3fe","The Death of the Asset-Light Dream","2026-03-23T13:25:06.339873+00:00","b010d45f-3f37-4ae7-96da-3e42cecaf0ef",false,true,[9,21,30,58,48,68,69,70,32],"asset","roc","roic","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F5751b61c-4ed8-4fc9-af45-d7636f829bc6.md","the-death-of-the-asset-light-dream-a95c0a2f","BusInsights",{"id":75,"title":76,"created_at":77,"user_id":78,"is_anonymous":65,"is_public":66,"tags":79,"storage_path":87,"slug":88,"author_name":89},"4074e215-acb2-414a-9a6d-77329251c9be","Unlocking the value of IT","2026-09-30T16:11:45.746239+00:00","c5599ac1-74e8-4745-b518-653b2f8d39ae",[80,81,82,83,84,41,85,86],"tbm","technology","business","costs","it","cxo","cio","c5599ac1-74e8-4745-b518-653b2f8d39ae\u002F0afccab8-8555-4695-ae89-a8f2d001ca8b.md","unlocking-the-value-of-it-oopkxz","Pushkar Patil",{"id":91,"title":92,"created_at":93,"user_id":64,"is_anonymous":65,"is_public":66,"tags":94,"storage_path":103,"slug":104,"author_name":73},"5cf074ec-31bc-4574-bc4f-e2108b68ee12","The Working Capital Trap","2026-04-06T18:21:51.416762+00:00",[95,96,97,98,99,100,101,102,32,35,15],"stock","ev","auto","working capital","demand","growth","capex","semiconductor","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fb6d5a012-614b-4b7f-8869-6a4093dbb728.md","the-working-capital-trap-5cf074ec",{"id":106,"title":107,"created_at":108,"user_id":64,"is_anonymous":65,"is_public":66,"tags":109,"storage_path":113,"slug":114,"author_name":73},"1e68b889-c43c-45bc-996e-53bd9c2ab669","The Captive Balance Sheet","2026-05-26T17:53:26.749894+00:00",[110,111,6,112,15,12,41],"private equity","equity","banking","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F904194e6-f8eb-452b-9719-2df184a261f9.md","the-captive-balance-sheet-9n8mfg",{"id":116,"title":117,"created_at":118,"user_id":64,"is_anonymous":65,"is_public":66,"tags":119,"storage_path":124,"slug":125,"author_name":73},"ce344490-6eea-416d-a87a-5c95cda69346","The Nameplate Illusion","2026-04-15T03:52:11.896255+00:00",[21,120,121,122,123,100],"solar","esg","environment","sustainability","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F511e15b7-299c-4cfa-b2c6-38c4ab3469c2.md","the-nameplate-illusion-ce344490",[127,141,143,156,164,177,187,195,203,213,222,232],{"id":128,"title":129,"created_at":130,"user_id":78,"is_anonymous":65,"is_public":66,"tags":131,"storage_path":139,"slug":140,"author_name":89},"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",[9,80,132,83,82,133,134,135,136,137,138],"value","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",{"id":75,"title":76,"created_at":77,"user_id":78,"is_anonymous":65,"is_public":66,"tags":142,"storage_path":87,"slug":88,"author_name":89},[80,81,82,83,84,41,85,86],{"id":144,"title":145,"created_at":146,"user_id":64,"is_anonymous":65,"is_public":66,"tags":147,"storage_path":154,"slug":155,"author_name":73},"06d21c7a-b800-4cdb-ba3d-7ce22b8a4d6f","The Agency Distribution Collapse","2026-09-25T05:12:34.254612+00:00",[148,149,150,6,151,152,153],"insurance","financials","irdai","india","policy","margin","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F668d42a0-8e0c-4097-84a7-294061294307.md","the-agency-distribution-collapse-e3zbh5",{"id":157,"title":158,"created_at":159,"user_id":78,"is_anonymous":65,"is_public":66,"tags":160,"storage_path":162,"slug":163,"author_name":89},"507a340d-f975-48e5-8761-bedb5a349381","From Strategy to Value","2026-09-22T19:07:21.560585+00:00",[80,81,82,161,132],"strategy","c5599ac1-74e8-4745-b518-653b2f8d39ae\u002F631a7bb8-b4d6-41d4-abee-013869f1245e.md","from-strategy-to-value-v959kz",{"id":165,"title":166,"created_at":167,"user_id":64,"is_anonymous":65,"is_public":66,"tags":168,"storage_path":175,"slug":176,"author_name":73},"e055d7be-4b52-419b-8c06-a8f5062f3627","The Order Book Vacuum","2026-09-08T17:05:36.691011+00:00",[169,170,6,171,172,173,174],"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":178,"title":179,"created_at":180,"user_id":64,"is_anonymous":65,"is_public":66,"tags":181,"storage_path":185,"slug":186,"author_name":73},"5671f29d-b81b-4a4f-b4f8-7c89f49c6e55","The Fiscal Event Horizon","2026-09-08T17:02:48.863557+00:00",[38,182,6,183,173,174,184,27],"sovereign debt","bank","dollar","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F66783d83-a750-467e-abf0-015fd1b49de1.md","the-fiscal-event-horizon-idl7bw",{"id":188,"title":189,"created_at":190,"user_id":64,"is_anonymous":65,"is_public":66,"tags":191,"storage_path":193,"slug":194,"author_name":73},"f971eb2f-af8f-404a-8701-1185f50d9434","The Leverage Guillotine","2026-09-08T17:01:00.410331+00:00",[44,192,6,172,173,174,184],"nasdaq","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F1cc2befc-0c2e-41dc-9f57-58517da78015.md","the-leverage-guillotine-pm3j6s",{"id":196,"title":197,"created_at":198,"user_id":64,"is_anonymous":65,"is_public":66,"tags":199,"storage_path":201,"slug":202,"author_name":73},"61a3d648-a3b8-4280-9311-ce22662ff80b","The Yield Chokehold","2026-09-08T16:57:54.693531+00:00",[173,174,184,200,6],"treasuries","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F6e477d36-b562-4450-9814-03d5b4d19e3d.md","the-yield-chokehold-oxpy1h",{"id":204,"title":205,"created_at":206,"user_id":64,"is_anonymous":65,"is_public":66,"tags":207,"storage_path":211,"slug":212,"author_name":73},"11fc7efd-8144-4cc1-88e5-f52a21440562","The SPV Hallucination","2026-09-06T09:38:39.011209+00:00",[208,38,209,35,210],"balance sheet","spv","big tech","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F7d6933c1-92c1-4f1f-bed2-8d95bc79afc4.md","the-spv-hallucination-8hmwi4",{"id":214,"title":215,"created_at":216,"user_id":64,"is_anonymous":65,"is_public":66,"tags":217,"storage_path":220,"slug":221,"author_name":73},"eb10cd20-0e65-4239-98f4-23035316013d","The Sovereign Usurpation","2026-09-06T09:36:00.597101+00:00",[38,218,35,209,101,9,219,210],"bonds","yields","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fb2be4a13-c10f-43cd-ab04-5efefd11d058.md","the-sovereign-usurpation-26uu5x",{"id":223,"title":224,"created_at":225,"user_id":64,"is_anonymous":65,"is_public":66,"tags":226,"storage_path":230,"slug":231,"author_name":73},"b80b1f49-51d8-4b01-80db-7d413f771464","The Intelligence Fallacy","2026-09-06T09:34:19.438377+00:00",[35,227,228,44,229,9],"retail","trading","wealth","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F17b0073e-d04a-4f4d-80dc-b94a968a67d8.md","the-intelligence-fallacy-44lji6",{"id":233,"title":234,"created_at":235,"user_id":64,"is_anonymous":65,"is_public":66,"tags":236,"storage_path":241,"slug":242,"author_name":73},"72d088a3-9dfd-4652-ad96-ffe8a6c69dcf","The Sovereign Auction","2026-09-05T04:05:09.910692+00:00",[38,182,237,238,6,218,239,240],"media","politics","fiscal","dominance","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F11e9a416-8464-45aa-be0e-8a5e93b334a1.md","the-sovereign-auction-tp08vn",[244,273,319],{"tag":6,"scribbles":245},[246,248,250,252,254,256,258,266],{"id":144,"title":145,"created_at":146,"user_id":64,"is_anonymous":65,"is_public":66,"tags":247,"storage_path":154,"slug":155,"author_name":73},[148,149,150,6,151,152,153],{"id":165,"title":166,"created_at":167,"user_id":64,"is_anonymous":65,"is_public":66,"tags":249,"storage_path":175,"slug":176,"author_name":73},[169,170,6,171,172,173,174],{"id":178,"title":179,"created_at":180,"user_id":64,"is_anonymous":65,"is_public":66,"tags":251,"storage_path":185,"slug":186,"author_name":73},[38,182,6,183,173,174,184,27],{"id":188,"title":189,"created_at":190,"user_id":64,"is_anonymous":65,"is_public":66,"tags":253,"storage_path":193,"slug":194,"author_name":73},[44,192,6,172,173,174,184],{"id":196,"title":197,"created_at":198,"user_id":64,"is_anonymous":65,"is_public":66,"tags":255,"storage_path":201,"slug":202,"author_name":73},[173,174,184,200,6],{"id":233,"title":234,"created_at":235,"user_id":64,"is_anonymous":65,"is_public":66,"tags":257,"storage_path":241,"slug":242,"author_name":73},[38,182,237,238,6,218,239,240],{"id":259,"title":260,"created_at":261,"user_id":64,"is_anonymous":65,"is_public":66,"tags":262,"storage_path":264,"slug":265,"author_name":73},"e98b9112-5263-4581-97bf-1f78cadae607","The Broadcast Ransom","2026-09-05T04:03:54.654102+00:00",[237,238,6,38,263],"spend","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F9a063d87-40c5-46b5-9f98-ea7041cf86b0.md","the-broadcast-ransom-yweksl",{"id":267,"title":268,"created_at":269,"user_id":64,"is_anonymous":65,"is_public":66,"tags":270,"storage_path":271,"slug":272,"author_name":73},"6df780fe-33f6-48f0-80a7-32ca7bce2e5d","The Capacity Fallacy","2026-09-05T04:02:33.640006+00:00",[237,238,6,35,81,9,21,30,122],"b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fcef539f2-47b6-4c76-9d42-5a410d60157b.md","the-capacity-fallacy-g33l1d",{"tag":9,"scribbles":274},[275,277,279,281,282,293,301,311],{"id":128,"title":129,"created_at":130,"user_id":78,"is_anonymous":65,"is_public":66,"tags":276,"storage_path":139,"slug":140,"author_name":89},[9,80,132,83,82,133,134,135,136,137,138],{"id":214,"title":215,"created_at":216,"user_id":64,"is_anonymous":65,"is_public":66,"tags":278,"storage_path":220,"slug":221,"author_name":73},[38,218,35,209,101,9,219,210],{"id":223,"title":224,"created_at":225,"user_id":64,"is_anonymous":65,"is_public":66,"tags":280,"storage_path":230,"slug":231,"author_name":73},[35,227,228,44,229,9],{"id":267,"title":268,"created_at":269,"user_id":64,"is_anonymous":65,"is_public":66,"tags":270,"storage_path":271,"slug":272,"author_name":73},{"id":283,"title":284,"created_at":285,"user_id":64,"is_anonymous":65,"is_public":66,"tags":286,"storage_path":291,"slug":292,"author_name":73},"a1b658bd-504a-4b72-a705-267cd7e5f74c","The Collateral Fracture","2026-09-05T03:56:07.080964+00:00",[287,288,289,290,6,9,30],"cloud","computing","private credit","credit","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F16b08f2a-979a-4928-9484-2dc0077e74ca.md","the-collateral-fracture-gl2wjs",{"id":294,"title":295,"created_at":296,"user_id":64,"is_anonymous":65,"is_public":66,"tags":297,"storage_path":299,"slug":300,"author_name":73},"2c4e5d99-842e-490e-b1be-fed5622a33f9","The Base-Load Cartel","2026-06-24T17:20:16.125122+00:00",[298,9,32,21,30],"bigtech","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fd727b6ec-a36e-4e0b-b492-b6a7b322e3fc.md","the-base-load-cartel-32oo44",{"id":302,"title":303,"created_at":304,"user_id":64,"is_anonymous":65,"is_public":66,"tags":305,"storage_path":309,"slug":310,"author_name":73},"b4854375-3bb9-4ad8-ad67-f430c99dd10a","The Foundry Chokehold","2026-06-19T04:07:48.285308+00:00",[306,307,9,27,6,308,53],"semiconductors","chips","metal","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fe8675b44-7975-48c8-861f-d77773675221.md","the-foundry-chokehold-4cdt11",{"id":312,"title":313,"created_at":314,"user_id":64,"is_anonymous":65,"is_public":66,"tags":315,"storage_path":317,"slug":318,"author_name":73},"0acea3d7-3ad9-4fd7-94ce-0531bc7d75ca","The Concentration Capitulation","2026-06-01T16:32:10.035135+00:00",[316,9,306,58,30,15,32,12],"hedge funds","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F62444dd7-96dc-40a7-b231-5f1512da05e3.md","the-concentration-capitulation-d4ei3h",{"tag":12,"scribbles":320},[321,322,330,337,338,346,357,364],{"id":312,"title":313,"created_at":314,"user_id":64,"is_anonymous":65,"is_public":66,"tags":315,"storage_path":317,"slug":318,"author_name":73},{"id":323,"title":324,"created_at":325,"user_id":64,"is_anonymous":65,"is_public":66,"tags":326,"storage_path":328,"slug":329,"author_name":73},"a68d2329-f184-4ba9-b550-c1b3891e3d79","The Breadth Hallucination","2026-05-31T16:49:14.810147+00:00",[44,6,327,12,56,48,32],"marketbreadth","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F42a0159a-3cf4-4b2c-a940-dbe98adbce00.md","the-breadth-hallucination-swaclm",{"id":331,"title":332,"created_at":333,"user_id":64,"is_anonymous":65,"is_public":66,"tags":334,"storage_path":335,"slug":336,"author_name":73},"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":106,"title":107,"created_at":108,"user_id":64,"is_anonymous":65,"is_public":66,"tags":109,"storage_path":113,"slug":114,"author_name":73},{"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":73},"1d73ca4c-f266-44d0-af19-4fa963908fc2","The Index Illusion","2026-04-29T16:00:46.738912+00:00",[111,6,12,32,343],"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":355,"slug":356,"author_name":73},"8412614c-f25d-4b4f-a04d-4855ae23fb7d","The Permanent Premium","2026-04-27T03:05:07.411006+00:00",[24,351,27,12,352,21,353,354],"commodities","reserves","supply","consumers","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F3817c895-360a-4639-8f4f-f6f96b7e5dde.md","the-permanent-premium-fhuqh0",{"id":358,"title":359,"created_at":360,"user_id":64,"is_anonymous":65,"is_public":66,"tags":361,"storage_path":362,"slug":363,"author_name":73},"182ef547-d121-4a30-bbce-bd28c8081685","The Bifurcated Boom","2026-04-27T03:03:21.797221+00:00",[6,18,12,15,111,46,51],"b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F3aa48768-8a61-4b44-aedc-11a1b5a9d941.md","the-bifurcated-boom-hfswde",{"id":365,"title":366,"created_at":367,"user_id":64,"is_anonymous":65,"is_public":66,"tags":368,"storage_path":372,"slug":373,"author_name":73},"9796f637-29b9-4035-aa33-b889b856a711","The Valuation Arbitrage","2026-04-24T08:55:03.309629+00:00",[369,289,370,371,12,41,161],"arbitrage","funds","valuations","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F28f19275-0c52-439d-be87-4aac706159a4.md","the-valuation-arbitrage-wnz5rv"]