https://graphatlas.tech/notes/ Notes and writing from GRAPH·ATLAS: finance, OSINT, infrastructure, and knowledge-graph engineering. en Thu, 23 Jul 2026 09:31:38 +0000 https://graphatlas.tech/notes/oil-stress-first-tick-down/ https://graphatlas.tech/notes/oil-stress-first-tick-down/ Tue, 21 Jul 2026 00:00:00 +0000 An explainable EIA-based oil-inventory stress index ran from 41 in April to a peak of 96/100 the week of Jul 3, then eased to 93 as products rebuilt while crude kept drawing. Every point is attributed to a specific inventory series. https://graphatlas.tech/notes/nobody-prices-agents/ https://graphatlas.tech/notes/nobody-prices-agents/ Mon, 06 Jul 2026 00:00:00 +0000 Agent benchmarks tell us who can solve a task. We are building the missing layer: what each verified result cost. 131 evaluation runs from HAL, Terminal-Bench, and curated observations; 32,803 raw Terminal-Bench task results collected. https://graphatlas.tech/notes/hermes-verifiable-agent-os/ https://graphatlas.tech/notes/hermes-verifiable-agent-os/ Sat, 30 May 2026 00:00:00 +0000 Agent memory is not one bucket. A repo-local harness and operating discipline that routes chat history, skills, project state, task ownership, and side effects into layers with the right durability. https://graphatlas.tech/notes/hormuz-closure-jgb-curve/ https://graphatlas.tech/notes/hormuz-closure-jgb-curve/ Thu, 14 May 2026 00:00:00 +0000 A deterministic scenario engine tracing a Strait of Hormuz disruption through oil, Japanese inflation, the yen and the Bank of Japan — with debt dynamics that can leave policy constrained in both directions.