THE LIBRARY
What they actually said.
Investor memos, fund letters and industry research are scattered across PDFs nobody indexes. This is the layer above them: each document reduced to its argument and the figures it cites, dated, attributed, and linked to the original in full. Ask it what someone claimed about credit in 2022 and you get the claim and the source, not a paraphrase.
99
Extracted claims
14
Documents read
9
Live topics
Series
By person
The same documents grouped by who wrote them. A person's page also carries what their firm reported holding, which is the comparison the series view cannot show.
By topic
Every claim carries topic tags, so a topic page collects what different documents said about the same thing across time.
Credit Cycles
29Lending standards, default rates, and how credit availability drives the wider cycle.
Capital Flows
27Where money is going, how fast, and what it does to standards when it arrives.
Cycles
23Where in a cycle a market sits, and what that implies about forward returns.
Valuation
20What is being paid for a stream of cash, and against what history.
Bubbles
18What separates a bubble from a bull market, and whether the distinction is usable in real time.
Regime Change
14Shifts large enough that strategies calibrated to the old environment stop working.
Interest Rates
12The rate environment as the input that reprices every other asset.
AI Disruption
7AI as an operating reality for businesses, distinct from AI as a trade.
Concentration
4How much of an index, a return, or a portfolio rests on how few names.