Every parcel below was produced by executing the Build OKF Parcel code fetched live from the n8n instance and validated through the real Assert Contract node. Nothing is hand-written.
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audience: ["engineering","fund-ops"]
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parcel_id: "capitalwars:2026-08-09T06:15:00+00:00:5caa075d"
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source_id: "capitalwars"
source_name: "Capitalwars"
origin_url: "https://open.substack.com/pub/capitalwars/p/liquidity-cycle-turns"
title: "Capital Wars: The Liquidity Cycle Turns"
author: "Capitalwars"
published_at: "2026-08-09T06:15:00+00:00"
retrieved_at: "2026-08-11T10:32:28+00:00"
status: "stable"
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media: ["https://substackcdn.com/image/fetch/w_1456/global-liquidity-index.png"]
completeness: {"complete":true,"kind":null,"marker":null}# Capital Wars: The Liquidity Cycle Turns Global liquidity has inflected. The marginal buyer of duration has changed, and the [full note](https://open.substack.com/pub/capitalwars/p/liquidity-cycle-turns) walks the series forward. Central bank balance sheets are expanding again — the first synchronised expansion since 2021. - Real rates cap the dollar - Commodities re-rate higher > The cycle turns before the data confirms it.  Subscribe now Open in app
type: "source-document"
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parcel_id: "capitalflows:2026-08-10T21:05:24+00:00:29878eef"
source_kind: "substack"
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source_id: "capitalflows"
source_name: "Capitalflows"
origin_url: "https://open.substack.com/pub/capitalflows/p/positioning-into-the-print"
title: "Capital Flows: Positioning Into The Print"
author: "Capitalflows"
published_at: "2026-08-10T21:05:24+00:00"
retrieved_at: "2026-08-11T10:32:28+00:00"
status: "stable"
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completeness: {"complete":true,"kind":null,"marker":null}# Capital Flows: Positioning Into The Print Positioning is crowded ahead of the print. Read the [full breakdown](https://open.substack.com/pub/capitalflows/p/positioning-into-the-print). Vol sellers have absorbed the supply; that changes the reaction function.
type: "source-document"
audience: ["engineering","fund-ops"]
schema_version: "2.0"
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parcel_id: "m-mir:2026-08-07T11:40:00+00:00:7399d06b"
source_kind: "substack"
source_tier: "context"
source_id: "m-mir"
source_name: "Mímir"
origin_url: ""
title: "Diesel Cracks Signal Tight Distillate"
author: "Mímir"
published_at: "2026-08-07T11:40:00+00:00"
retrieved_at: "2026-08-11T10:32:28+00:00"
status: "stable"
summary: ""
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completeness: {"complete":true,"kind":null,"marker":null}# Diesel Cracks Signal Tight Distillate Distillate inventories sit below the five-year band. [Full article](https://oilprice.com/Energy/Crude-Oil/diesel-cracks.html).
origin_url is derived only from links containing /p/ — the Substack post-path convention (extraction map, 2026-07-17, built from 8 Substack newsletters). A self-hosted publisher such as oilprice.com/Energy/Crude-Oil/… has no /p/ segment, so origin_url comes back empty, host derivation gets nothing, and source_id falls through to the From: header — resolving to the forwarder (Mímir) rather than the publication. The link is captured correctly in links[]; only the origin_url filter rejects it.capitalwars, oilprice, lukegromen, capitalflows) but is not deployed: the live write was blocked by the permission classifier. It is staged, awaiting authorization.
ViskaN8N (w2:p6) · fixtures are synthetic emails in the real payload shapes; the code path is production. Prod census cross-check owed by ViskaDB on mining-com vs oilprice.