[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"scribbles-dashboard":3},{"tags":4,"popular":59,"latest":120,"feeds":248},[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",[60,73,88,98,108],{"id":61,"title":62,"created_at":63,"user_id":64,"is_anonymous":65,"is_public":66,"tags":67,"storage_path":70,"slug":71,"author_name":72},"3814f717-f9b7-4465-b14e-49d208b2aca8","The Allocation Cliff","2026-05-19T14:01:49.070001+00:00","b010d45f-3f37-4ae7-96da-3e42cecaf0ef",false,true,[68,6,56,69,44],"equity","positioning","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F1f8ba29c-f299-479e-939a-27e686801736.md","the-allocation-cliff-mp0g0o","BusInsights",{"id":74,"title":75,"created_at":76,"user_id":64,"is_anonymous":65,"is_public":66,"tags":77,"storage_path":86,"slug":87,"author_name":72},"5cf074ec-31bc-4574-bc4f-e2108b68ee12","The Working Capital Trap","2026-04-06T18:21:51.416762+00:00",[78,79,80,81,82,83,84,85,32,35,15],"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":89,"title":90,"created_at":91,"user_id":64,"is_anonymous":65,"is_public":66,"tags":92,"storage_path":96,"slug":97,"author_name":72},"4c0f0cac-4947-4df9-a615-718d05718a4f","The Vanity Payload","2026-04-14T15:58:53.461728+00:00",[80,79,93,94,95,12,15,53],"electric","saas","margins","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F7d64e055-d381-4b06-832a-934118fe7535.md","the-vanity-payload-4c0f0cac",{"id":99,"title":100,"created_at":101,"user_id":64,"is_anonymous":65,"is_public":66,"tags":102,"storage_path":106,"slug":107,"author_name":72},"8f374b19-b86b-48cf-b382-2d89f205ead6","The Quasi-Sovereign Bank","2026-03-31T11:42:21.890981+00:00",[103,18,104,105,41],"bank","business","lending","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fb13ddc22-6ff0-4ba9-a71e-95303df5114d.md","the-quasi-sovereign-bank-8f374b19",{"id":109,"title":110,"created_at":111,"user_id":64,"is_anonymous":65,"is_public":66,"tags":112,"storage_path":118,"slug":119,"author_name":72},"9796f637-29b9-4035-aa33-b889b856a711","The Valuation Arbitrage","2026-04-24T08:55:03.309629+00:00",[113,114,115,116,12,41,117],"arbitrage","private credit","funds","valuations","strategy","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F28f19275-0c52-439d-be87-4aac706159a4.md","the-valuation-arbitrage-wnz5rv",[121,139,150,163,170,183,192,200,208,218,227,237],{"id":122,"title":123,"created_at":124,"user_id":125,"is_anonymous":65,"is_public":66,"tags":126,"storage_path":136,"slug":137,"author_name":138},"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",[9,127,128,129,104,130,131,132,133,134,135],"tbm","value","costs","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":140,"title":141,"created_at":142,"user_id":125,"is_anonymous":65,"is_public":66,"tags":143,"storage_path":148,"slug":149,"author_name":138},"4074e215-acb2-414a-9a6d-77329251c9be","Unlocking the value of IT","2026-09-30T16:11:45.746239+00:00",[127,144,104,129,145,41,146,147],"technology","it","cxo","cio","c5599ac1-74e8-4745-b518-653b2f8d39ae\u002F0afccab8-8555-4695-ae89-a8f2d001ca8b.md","unlocking-the-value-of-it-oopkxz",{"id":151,"title":152,"created_at":153,"user_id":64,"is_anonymous":65,"is_public":66,"tags":154,"storage_path":161,"slug":162,"author_name":72},"06d21c7a-b800-4cdb-ba3d-7ce22b8a4d6f","The Agency Distribution Collapse","2026-09-25T05:12:34.254612+00:00",[155,156,157,6,158,159,160],"insurance","financials","irdai","india","policy","margin","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F668d42a0-8e0c-4097-84a7-294061294307.md","the-agency-distribution-collapse-e3zbh5",{"id":164,"title":165,"created_at":166,"user_id":125,"is_anonymous":65,"is_public":66,"tags":167,"storage_path":168,"slug":169,"author_name":138},"507a340d-f975-48e5-8761-bedb5a349381","From Strategy to Value","2026-09-22T19:07:21.560585+00:00",[127,144,104,117,128],"c5599ac1-74e8-4745-b518-653b2f8d39ae\u002F631a7bb8-b4d6-41d4-abee-013869f1245e.md","from-strategy-to-value-v959kz",{"id":171,"title":172,"created_at":173,"user_id":64,"is_anonymous":65,"is_public":66,"tags":174,"storage_path":181,"slug":182,"author_name":72},"e055d7be-4b52-419b-8c06-a8f5062f3627","The Order Book Vacuum","2026-09-08T17:05:36.691011+00:00",[175,176,6,177,178,179,180],"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":184,"title":185,"created_at":186,"user_id":64,"is_anonymous":65,"is_public":66,"tags":187,"storage_path":190,"slug":191,"author_name":72},"5671f29d-b81b-4a4f-b4f8-7c89f49c6e55","The Fiscal Event Horizon","2026-09-08T17:02:48.863557+00:00",[38,188,6,103,179,180,189,27],"sovereign debt","dollar","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F66783d83-a750-467e-abf0-015fd1b49de1.md","the-fiscal-event-horizon-idl7bw",{"id":193,"title":194,"created_at":195,"user_id":64,"is_anonymous":65,"is_public":66,"tags":196,"storage_path":198,"slug":199,"author_name":72},"f971eb2f-af8f-404a-8701-1185f50d9434","The Leverage Guillotine","2026-09-08T17:01:00.410331+00:00",[44,197,6,178,179,180,189],"nasdaq","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F1cc2befc-0c2e-41dc-9f57-58517da78015.md","the-leverage-guillotine-pm3j6s",{"id":201,"title":202,"created_at":203,"user_id":64,"is_anonymous":65,"is_public":66,"tags":204,"storage_path":206,"slug":207,"author_name":72},"61a3d648-a3b8-4280-9311-ce22662ff80b","The Yield Chokehold","2026-09-08T16:57:54.693531+00:00",[179,180,189,205,6],"treasuries","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F6e477d36-b562-4450-9814-03d5b4d19e3d.md","the-yield-chokehold-oxpy1h",{"id":209,"title":210,"created_at":211,"user_id":64,"is_anonymous":65,"is_public":66,"tags":212,"storage_path":216,"slug":217,"author_name":72},"11fc7efd-8144-4cc1-88e5-f52a21440562","The SPV Hallucination","2026-09-06T09:38:39.011209+00:00",[213,38,214,35,215],"balance sheet","spv","big tech","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F7d6933c1-92c1-4f1f-bed2-8d95bc79afc4.md","the-spv-hallucination-8hmwi4",{"id":219,"title":220,"created_at":221,"user_id":64,"is_anonymous":65,"is_public":66,"tags":222,"storage_path":225,"slug":226,"author_name":72},"eb10cd20-0e65-4239-98f4-23035316013d","The Sovereign Usurpation","2026-09-06T09:36:00.597101+00:00",[38,223,35,214,84,9,224,215],"bonds","yields","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fb2be4a13-c10f-43cd-ab04-5efefd11d058.md","the-sovereign-usurpation-26uu5x",{"id":228,"title":229,"created_at":230,"user_id":64,"is_anonymous":65,"is_public":66,"tags":231,"storage_path":235,"slug":236,"author_name":72},"b80b1f49-51d8-4b01-80db-7d413f771464","The Intelligence Fallacy","2026-09-06T09:34:19.438377+00:00",[35,232,233,44,234,9],"retail","trading","wealth","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F17b0073e-d04a-4f4d-80dc-b94a968a67d8.md","the-intelligence-fallacy-44lji6",{"id":238,"title":239,"created_at":240,"user_id":64,"is_anonymous":65,"is_public":66,"tags":241,"storage_path":246,"slug":247,"author_name":72},"72d088a3-9dfd-4652-ad96-ffe8a6c69dcf","The Sovereign Auction","2026-09-05T04:05:09.910692+00:00",[38,188,242,243,6,223,244,245],"media","politics","fiscal","dominance","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F11e9a416-8464-45aa-be0e-8a5e93b334a1.md","the-sovereign-auction-tp08vn",[249,279,324],{"tag":6,"scribbles":250},[251,253,255,257,259,261,263,271],{"id":151,"title":152,"created_at":153,"user_id":64,"is_anonymous":65,"is_public":66,"tags":252,"storage_path":161,"slug":162,"author_name":72},[155,156,157,6,158,159,160],{"id":171,"title":172,"created_at":173,"user_id":64,"is_anonymous":65,"is_public":66,"tags":254,"storage_path":181,"slug":182,"author_name":72},[175,176,6,177,178,179,180],{"id":184,"title":185,"created_at":186,"user_id":64,"is_anonymous":65,"is_public":66,"tags":256,"storage_path":190,"slug":191,"author_name":72},[38,188,6,103,179,180,189,27],{"id":193,"title":194,"created_at":195,"user_id":64,"is_anonymous":65,"is_public":66,"tags":258,"storage_path":198,"slug":199,"author_name":72},[44,197,6,178,179,180,189],{"id":201,"title":202,"created_at":203,"user_id":64,"is_anonymous":65,"is_public":66,"tags":260,"storage_path":206,"slug":207,"author_name":72},[179,180,189,205,6],{"id":238,"title":239,"created_at":240,"user_id":64,"is_anonymous":65,"is_public":66,"tags":262,"storage_path":246,"slug":247,"author_name":72},[38,188,242,243,6,223,244,245],{"id":264,"title":265,"created_at":266,"user_id":64,"is_anonymous":65,"is_public":66,"tags":267,"storage_path":269,"slug":270,"author_name":72},"e98b9112-5263-4581-97bf-1f78cadae607","The Broadcast Ransom","2026-09-05T04:03:54.654102+00:00",[242,243,6,38,268],"spend","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F9a063d87-40c5-46b5-9f98-ea7041cf86b0.md","the-broadcast-ransom-yweksl",{"id":272,"title":273,"created_at":274,"user_id":64,"is_anonymous":65,"is_public":66,"tags":275,"storage_path":277,"slug":278,"author_name":72},"6df780fe-33f6-48f0-80a7-32ca7bce2e5d","The Capacity Fallacy","2026-09-05T04:02:33.640006+00:00",[242,243,6,35,144,9,21,30,276],"environment","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fcef539f2-47b6-4c76-9d42-5a410d60157b.md","the-capacity-fallacy-g33l1d",{"tag":9,"scribbles":280},[281,283,285,287,288,298,306,316],{"id":122,"title":123,"created_at":124,"user_id":125,"is_anonymous":65,"is_public":66,"tags":282,"storage_path":136,"slug":137,"author_name":138},[9,127,128,129,104,130,131,132,133,134,135],{"id":219,"title":220,"created_at":221,"user_id":64,"is_anonymous":65,"is_public":66,"tags":284,"storage_path":225,"slug":226,"author_name":72},[38,223,35,214,84,9,224,215],{"id":228,"title":229,"created_at":230,"user_id":64,"is_anonymous":65,"is_public":66,"tags":286,"storage_path":235,"slug":236,"author_name":72},[35,232,233,44,234,9],{"id":272,"title":273,"created_at":274,"user_id":64,"is_anonymous":65,"is_public":66,"tags":275,"storage_path":277,"slug":278,"author_name":72},{"id":289,"title":290,"created_at":291,"user_id":64,"is_anonymous":65,"is_public":66,"tags":292,"storage_path":296,"slug":297,"author_name":72},"a1b658bd-504a-4b72-a705-267cd7e5f74c","The Collateral Fracture","2026-09-05T03:56:07.080964+00:00",[293,294,114,295,6,9,30],"cloud","computing","credit","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F16b08f2a-979a-4928-9484-2dc0077e74ca.md","the-collateral-fracture-gl2wjs",{"id":299,"title":300,"created_at":301,"user_id":64,"is_anonymous":65,"is_public":66,"tags":302,"storage_path":304,"slug":305,"author_name":72},"2c4e5d99-842e-490e-b1be-fed5622a33f9","The Base-Load Cartel","2026-06-24T17:20:16.125122+00:00",[303,9,32,21,30],"bigtech","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fd727b6ec-a36e-4e0b-b492-b6a7b322e3fc.md","the-base-load-cartel-32oo44",{"id":307,"title":308,"created_at":309,"user_id":64,"is_anonymous":65,"is_public":66,"tags":310,"storage_path":314,"slug":315,"author_name":72},"b4854375-3bb9-4ad8-ad67-f430c99dd10a","The Foundry Chokehold","2026-06-19T04:07:48.285308+00:00",[311,312,9,27,6,313,53],"semiconductors","chips","metal","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002Fe8675b44-7975-48c8-861f-d77773675221.md","the-foundry-chokehold-4cdt11",{"id":317,"title":318,"created_at":319,"user_id":64,"is_anonymous":65,"is_public":66,"tags":320,"storage_path":322,"slug":323,"author_name":72},"0acea3d7-3ad9-4fd7-94ce-0531bc7d75ca","The Concentration Capitulation","2026-06-01T16:32:10.035135+00:00",[321,9,311,58,30,15,32,12],"hedge funds","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F62444dd7-96dc-40a7-b231-5f1512da05e3.md","the-concentration-capitulation-d4ei3h",{"tag":12,"scribbles":325},[326,327,335,342,351,359,370,377],{"id":317,"title":318,"created_at":319,"user_id":64,"is_anonymous":65,"is_public":66,"tags":320,"storage_path":322,"slug":323,"author_name":72},{"id":328,"title":329,"created_at":330,"user_id":64,"is_anonymous":65,"is_public":66,"tags":331,"storage_path":333,"slug":334,"author_name":72},"a68d2329-f184-4ba9-b550-c1b3891e3d79","The Breadth Hallucination","2026-05-31T16:49:14.810147+00:00",[44,6,332,12,56,48,32],"marketbreadth","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F42a0159a-3cf4-4b2c-a940-dbe98adbce00.md","the-breadth-hallucination-swaclm",{"id":336,"title":337,"created_at":338,"user_id":64,"is_anonymous":65,"is_public":66,"tags":339,"storage_path":340,"slug":341,"author_name":72},"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":343,"title":344,"created_at":345,"user_id":64,"is_anonymous":65,"is_public":66,"tags":346,"storage_path":349,"slug":350,"author_name":72},"1e68b889-c43c-45bc-996e-53bd9c2ab669","The Captive Balance Sheet","2026-05-26T17:53:26.749894+00:00",[347,68,6,348,15,12,41],"private equity","banking","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F904194e6-f8eb-452b-9719-2df184a261f9.md","the-captive-balance-sheet-9n8mfg",{"id":352,"title":353,"created_at":354,"user_id":64,"is_anonymous":65,"is_public":66,"tags":355,"storage_path":357,"slug":358,"author_name":72},"1d73ca4c-f266-44d0-af19-4fa963908fc2","The Index Illusion","2026-04-29T16:00:46.738912+00:00",[68,6,12,32,356],"index","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F5331dce5-360f-40a1-a743-f84473d00b29.md","the-index-illusion-7fmdgl",{"id":360,"title":361,"created_at":362,"user_id":64,"is_anonymous":65,"is_public":66,"tags":363,"storage_path":368,"slug":369,"author_name":72},"8412614c-f25d-4b4f-a04d-4855ae23fb7d","The Permanent Premium","2026-04-27T03:05:07.411006+00:00",[24,364,27,12,365,21,366,367],"commodities","reserves","supply","consumers","b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F3817c895-360a-4639-8f4f-f6f96b7e5dde.md","the-permanent-premium-fhuqh0",{"id":371,"title":372,"created_at":373,"user_id":64,"is_anonymous":65,"is_public":66,"tags":374,"storage_path":375,"slug":376,"author_name":72},"182ef547-d121-4a30-bbce-bd28c8081685","The Bifurcated Boom","2026-04-27T03:03:21.797221+00:00",[6,18,12,15,68,46,51],"b010d45f-3f37-4ae7-96da-3e42cecaf0ef\u002F3aa48768-8a61-4b44-aedc-11a1b5a9d941.md","the-bifurcated-boom-hfswde",{"id":109,"title":110,"created_at":111,"user_id":64,"is_anonymous":65,"is_public":66,"tags":112,"storage_path":118,"slug":119,"author_name":72}]