Feb 21, 2026
refactor: archive 3 theses, rename active memes, add Elliott signal
Archive ai-rollups, financial-repression, great-disintermediation. Rename active titles: AI Will Take All the Jobs, Inflation Is Going Up, The New Cold War. Add challenging signal from Bob Elliott re: foreign investment flows contradicting deglobalization narrative. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
+0-0
Jan 18, 2026
Add Financial Repression thesis
New thesis exploring how governments use below-inflation interest rates and regulatory mechanisms to conduct "soft defaults" on sovereign debt. Based on Reinhart/Sbrancia research and insights from Russell Napier and Lyn Alden on fiscal dominance. Connections: inflation, reshoring, ai-knowledge-work Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
+0-0