Inner Loop Intelligence
All Themes
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Slack: C0A0J067M6V/ts:1770979341.2283
Author: thibault
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
inflationary-bust-commodity-barbell
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[E1657]
Atoms vs Bits (Citrini thesis) has much further to go but a little stretched short-term. Decade-long correlations breaking down. Passive doesn't cut it, it's a traders market with max rotation/dispersion underneath.
supporting · 2026-04-07