Investment & Economics Wiki — Maintenance Guide

This document is the operational SOP for maintaining the wiki. Read it before making any structural changes or adding new content.

Overview

Vault location: /Volumes/Data/wiki/investment+economics/
Quartz site: /Volumes/Data/wiki/quartz-site/ (content symlinked from vault)
Archive (PSE source files): /Volumes/Data/pse-archive/archive/
Port: 8080 (Investment & Economics wiki)
Schema reference: WIKI_SCHEMA.md (read this for page structure rules)
Index: index.md (master content catalog — always update after ingesting)
Log: log.md (append every session)

1. Ingesting New PSE Emails

When a new PSE subscriber email arrives, follow this workflow:

Step 1: File the source archive

Save the email body as a markdown file in the appropriate year folder:
- /Volumes/Data/pse-archive/archive/YYYY/ for subscriber emails
- /Volumes/Data/pse-archive/archive/WD_Gann/ for Gann-specific emails
- /Volumes/Data/pse-archive/archive/BBI/ for Bubble Index Briefings
Use kebab-case filename: sub-email-NN-DD-month-YYYY-property-sharemarket-economics.md

Step 2: Create the source page

Create sources/YYYY-MM-DD-<slug>.md with this frontmatter:

---
type: source
title: "Sub Email #NN – <Title>"
date: YYYY-MM-DD
author: "Phil Anderson"
source_type: subscriber_email   # or: gann_email, bbi_transcript, special_report, indicator_md
archive_path: "archive/YYYY/<filename>.md"
concepts_touched: ["[[Concept Name]]", "[[Another Concept]]"]
last_updated: YYYY-MM-DD
---

Body sections required:

## Summary — 2–4 sentence plain-language summary (NOT “content unavailable”)
## Key Claims — bullet list with [[source-slug]] (date): "claim" — confidence: high|medium|low
## Notable Quotes — verbatim quotes (if any)
## Mex Pete References — stock picks/signals mentioned (if any)
## Stock Picks / Signals — structured table of any tickers/actions

Step 3: Update concept pages

For each concept touched:

Open concepts/<concept>.md
Add new claims under ## Core Claims with the wikilink + date format
Update sources_count in frontmatter (+1)
Update last_updated date

Critical: Wikilinks in Core Claims must point to exact filenames (without .md). Common mistake: using a date that doesn’t match the actual filename. Always ls sources/ to confirm exact filename before adding the wikilink.

Step 4: Update entity pages

If the email contains substantive new information about Phil Anderson, Akhil Patel, or Fred Harrison:

Open entities/<name>.md
Add new claims/quotes/references

Step 5: Update index.md

Add the source to the appropriate sources section (by year/type)
Increment the count in the section header

Step 6: Append to log.md

## YYYY-MM-DD
- **New source:** `sources/YYYY-MM-DD-<slug>.md` — brief description
- **Concepts updated:** list which concept pages were touched

2. Updating Concept Pages

Concept pages are the core of the wiki — they should grow more detailed over time.

When to update

After ingesting new sources that touch the concept
When a prediction is confirmed/denied (update the prediction-tracker synthesis)
When new contradictions are identified (add to ## Contradictions & Open Questions)

How to add a claim

- [[source-slug]] (YYYY-MM-DD): "Claim text." — Author Name — confidence: high

Filename discipline: The [[source-slug]] must match the actual file in sources/. No .md extension. Use ls sources/ | grep <pattern> to confirm before writing.

Cross-referencing between concepts

Use wikilinks in the ## Related Concepts section and in the related: frontmatter array. Format:

In frontmatter: "[[kebab-case-filename]]" (lowercase, hyphens)
In body text: [[Concept Title]] (title case is fine; Quartz resolves both)

Contradictions

Do NOT silently resolve contradictions in a concept page. Instead:

Add the tension to ## Contradictions & Open Questions in the concept page
Add an entry to syntheses/contradictions-log.md

3. Running Wiki Lint

The wiki has a built-in lint tool. Run it periodically (weekly, or before each major update):

wiki_lint (via OpenClaw tool)

This surfaces:

Orphan pages (pages with no inbound links)
Missing cross-references
Coverage gaps
Stale claims
Structural issues

If lint finds broken wikilinks:

Use ls sources/ | grep <pattern> to find the correct filename
Common issue: date mismatch (e.g., BBI emails often have day-of-month differences)
Fix the wikilink in the concept/entity page to match the actual filename

If lint finds orphan sources:

This is normal for indicator pages — low priority
For subscriber email orphans, add concepts_touched and update relevant concept pages

4. Quartz Build & Rebuild

The wiki uses a shared Quartz install with content symlinked:

/Volumes/Data/wiki/quartz-site/content → /Volumes/Data/wiki/investment+economics/

Build command

cd /Volumes/Data/wiki/quartz-site && npx quartz build

Expected output

Parsed 927 Markdown files in ~3s
Emitted 3000+ files to `public` in ~46s
Done processing 927 files in ~49s

Errors vs warnings:

LaTeX Unicode warnings (em-dash —, en-dash –, curly quotes): cosmetic, ignore
Parse errors on specific files: fix these — check frontmatter YAML syntax
“File not found” errors: fix these — broken archive_path or wikilink

When to rebuild

After every batch of new sources ingested (or after any concept page edit)
Before sharing the wiki URL with anyone
After any WIKI_SCHEMA.md changes

Serving locally (development)

cd /Volumes/Data/wiki/quartz-site && npx quartz build --serve

Opens on port 8080.

5. Quality Standards

Source page quality checklist

Frontmatter has all required fields: type, title, date, author, source_type, archive_path, concepts_touched, last_updated
Summary is substantive (min 2 sentences, describes actual content)
No placeholder text like “(Claims to be extracted on detailed review)” or “content unavailable”
Key Claims are specific and confidence-rated
All concepts_touched wikilinks resolve to actual concept pages

Concept page quality checklist

sources_count matches number of source citations in Core Claims
All [[source-slug]] wikilinks in Core Claims resolve to actual source files
related: frontmatter links resolve (use kebab-case filenames for concept cross-links)
No unresolved contradictions silently removed

Common mistakes to avoid

Date mismatches in wikilinks — BBI emails especially; always verify with ls sources/
Missing date: field on indicator pages (they often lack a date; use approximate date or omit)
Placeholder summaries — always extract real content from archive files
Duplicate claims — check if the same source is already cited before adding again
Concept page sources_count drift — increment when adding, keep in sync

6. Syntheses and Prediction Tracker

Prediction tracker

syntheses/prediction-tracker.md tracks Phil Anderson’s specific forecasts against outcomes.

Update when:

A new specific prediction is made (add to “Active Predictions” table)
A prediction resolves (move to “Resolved” section, note outcome)
Dates pass without event (note as “Miss” or “Pending”)

Contradictions log

syntheses/contradictions-log.md tracks where PSE sources contradict each other.

Add an entry when:

Two sources make directly conflicting claims about the same thing
A concept’s own ## Contradictions section identifies something important
A prediction misses significantly

Gann watchlist history

syntheses/gann-watchlist-history.md tracks the evolution of Mex Pete stock picks over time.

7. File Naming Conventions

Content type	Pattern	Example
Subscriber email	`YYYY-MM-DD-sub-email-NN-<slug>.md`	`2026-03-31-roadmap-update-march.md`
Gann email	`YYYY-MM-DD-gann-sub-email-gann-NN-<date>-property-sharemarket-economi.md`	See existing examples
BBI transcript	`YYYY-MM-DD-bbi-<month>-YYYY.md`	`2026-03-18-bbi-march-2026.md`
Indicator	`ind-md-<slug>.md`	`ind-md-margin-debt-march-2001.md`
Special report	`sr-<slug>.md`	`sr-away-from-the-news-something-big-is-happening.md`
Concept page	`concepts/<kebab-case>.md`	`concepts/18-6-year-real-estate-cycle.md`
Entity page	`entities/<first-last>.md`	`entities/phil-anderson.md`
Synthesis	`syntheses/<slug>.md`	`syntheses/prediction-tracker.md`

8. Stage 5 Validation Summary (2026-04-10)

Wiki lint result: No structural issues detected.

Broken wikilinks fixed:

bond-yields.md: Fixed 4 broken source links (date mismatches for BBI July 2025, March 2021, yield curve emails)
planetary-cycles.md: Fixed 2 broken source links (Saturn return email + BBI November 2025 date mismatch)
liquidity-cycle.md: Fixed 2 broken source links (BBI September 2024 date mismatch + March 2021)
mex-pete-trading-style.md: Fixed orphaned [[52-Week Highs Scanning]] related link

Source quality improvements:

ind-md-margin-debt-march-2001.md: Added date field, expanded summary with full content, added Key Claims section
sr-away-from-the-news-something-big-is-happening.md: Added date field, expanded summary, replaced placeholder claims with substantive Key Claims

Quartz build: Clean — 927 files, 0 errors (Unicode en-dash/em-dash warnings in LaTeX are cosmetic).

Total sources: 893 source pages + 24 concept pages + 3 entity pages + 4 syntheses = 924 wiki pages

Last updated: 2026-04-10 by Emma (subagent wiki-stage5-lint)