Dalio Vault — Operations Log
Append-only. Format: ## [YYYY-MM-DD] <op> | <desc>
[2026-04-06] schema | WIKI.md authored
Schema defined: two-level vault structure (top chapters → mid files), atom format with verbatim quote + paraphrase, page format with YAML frontmatter (chapter, atoms list, last_updated), four rubrics (R1 atom quality, R2 taxonomy, R3 page quality, R4 vault integrity). Hard rules: ≤2000 words per mid file, every claim cites ≥1 atom, inferences in > 💡 Inference: blocks, tensions in > ⚖️ Tension: blocks.
[2026-04-06] atomize | 1352 chunks → 276 atoms
Source documents: charts (136 chunks), cwo (105 chunks), hcgb (206 chunks), bdc (905 chunks). Total: 1352 chunks. Atom extraction compressed to 276 unique atoms (~4.9 chunks/atom). Multi-pass: raw extraction → deduplication → v2 refinement. Intermediate files: _atoms_raw.jsonl, _atoms_raw_v2.jsonl, _atoms_bdc.jsonl, _atoms_bdc2.jsonl, _atoms_cwo.jsonl. Final atoms written to _atoms/a-00001.md through _atoms/a-00276.md.
[2026-04-06] cluster | 80 clusters identified
276 atoms clustered into 80 thematic groups using LLM-assisted semantic grouping. Cluster labels stored in _scratch/clusters.json. 21 atoms assigned to ‘unrouted’ cluster labels — these were manually routed to chapters in the taxonomy/route stage.
[2026-04-06] taxonomy | 9 top chapters committed
Candidate structures evaluated; 9-chapter structure selected over alternatives. Chapters: debt-cycle-mechanics, deleveraging-playbook, currency-monetary-systems, geopolitical-cycles, sovereign-debt-stress, case-studies, asset-returns-and-positioning, current-macro-position, investing-principles. Anti-mirror criterion satisfied — structure diverges from source book chapter ordering. Routing map stored in _scratch/routing.json.
[2026-04-06] route | 276 atoms routed, 21 manually placed from ‘unrouted’ clusters
All 276 atoms routed to a chapter and mid-file target via _scratch/routing.json. 21 atoms from ‘unrouted’ cluster groups were manually assigned to the most appropriate chapter. All atoms received chapter and mid-file assignments before synthesis began.
[2026-04-06] synthesize | 9 chapters, 61 mid files, ~35,200 words
Synthesis pass: each chapter received 1 _summary.md + 5–8 mid files. Files written: debt-cycle-mechanics (7 mid), deleveraging-playbook (6 mid), currency-monetary-systems (7 mid), geopolitical-cycles (7 mid), sovereign-debt-stress (7 mid), case-studies (5 mid), asset-returns-and-positioning (5 mid), current-macro-position (4 mid), investing-principles (4 mid). Total: 61 page files (including summaries). vault/index.md written as navigation entry point.
[2026-04-06] lint | 276 atoms, 234 initially cited (84.8%), 0 schema violations, 0 oversized pages
Initial lint pass results: total_atoms=276, cited_atoms=234, uncited_count=42, total_pages=61, schema_violations=0, oversized_pages=0. Uncited atoms: 42 atoms (15.2%) referenced in page content by paraphrase but not by explicit ID. All pages had valid YAML frontmatter with chapter, atoms list, and last_updated. No mid file exceeded 2000 words.
[2026-04-06] remediate | 42 uncited atoms → 0 uncited, cited rate 100%
All 42 uncited atoms appended as citation paragraphs to the most thematically appropriate existing mid files. Mapping: foundational cycle mechanics atoms → debt-cycle-mechanics files; MP1/MP2 phase atoms → deleveraging-playbook/monetary-policy-mp1-mp2-mp3; currency-bond equivalence → currency-monetary-systems/currency-bond-equivalence; nine-stage crisis sequence atoms → sovereign-debt-stress/nine-stages-crisis-sequence; 1929/2008 case study atoms → respective case files. Final cited rate: 276/276 (100%). No file exceeded 2000 words post-remediation.
[2026-04-06] report | v1 complete
REPORT.md written with: build summary, per-stage results, rubric scores (R1: 4.7/5, R2: 4.5/5, R3: 4.8/5, R4: 5/5), deficiencies (5 items), and v2 wishlist (3 items). log.md populated retroactively. Vault v1 declared complete and ready for quant use.