research.mnktn.fyi

An accountability log of macro research threads. Every series starts as a pre-registration — thesis and falsification thresholds frozen before the outcome is known — continues as scored episodes, and closes with a sunset ledger. Nothing is silently amended; nothing is quietly deleted.

Read how this works before reading the series.

series

seriesstateepsregisteredlatest
US Treasury Yield Repricing
us-treasury-yield-repricing
OPEN 1 2026-08-12 2026-08-12 US Treasury Yield Repricing — Pre-registration

latest entries