Jan 13, 2026
feat(reshoring): v2.0 - Currency markets validate universal industrial policy
Added new section "Currency Markets Tell the Real Story" based on Russell Clark analysis showing traditional FX relationships have collapsed globally. Key insight: Currency traders are pricing in that every major economy will pursue fiscal expansion and industrial policy. Only Swiss Franc maintains safe-haven status. Precious metals surge as only non-government currency. Triggering signals: - Currency relationships collapse as industrial policy becomes universal - Trade shifted from China to Vietnam/Mexico, not back to US - Kearny Reshore Index falls 300+ basis points - Manufacturing labor shortage: 500K jobs unfilled Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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Dec 27, 2025
feat: add signal_balance to thesis frontmatter
Added signal_balance field with supporting/challenging/evolving counts to all thesis markdown files based on sample data: - ai-knowledge-work: 52/24/13 - reshoring: 41/18/8 - inflation: 28/18/6 - demographics: 32/8/5 - us-china: 22/12/4 - pattern-lab: 18/5/5 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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Dec 26, 2025
Initial commit: 6 theses with frontmatter schema
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