Provenance

This standalone page was migrated from the February 2026 compendium corpus.

Not every reader needs to go front-to-back. Suggested paths:

  • New to the channel: Start with Part 7 (Context Primer), then Part 1 (Framework Foundation), then browse Part 2 chapters by interest.
  • Evaluating investment theses: Start with Part 4 (Investment Theses), refer back to Part 2 and Part 3 for supporting evidence, and consult Part 6 (Fact-Check Summary) for claim reliability.
  • Assessing the framework itself: Part 1 (Framework Foundation) contains the intellectual positioning, structural biases, and overall rating. Part 5 (Predictions Register) tests predictive specificity.
  • Quick reference: Part 8 (Glossary) and Appendix B (Country Comparison Matrix) serve as lookup tools.