distill-themelisted

# Distill Theme Pull every Thesis and Observation block tagged with a given theme (across every per-ticker journal in `positions/`, plus relevant Macro blocks in `macro.md`) into a single theme-level snapshot at `.claude/snapshots/themes/<theme>.md`. The snapshot answers two questions a future discussion will routinely ask: - **What's my overall view on this theme?** (sentiment, what's driving it) - **Which names express it, and what's my current stance on each?** This skill is the **cross-ticker** Layer 1 → Layer 2 step, complementary to `/distill-ticker`'s per-ticker collapse. Both read the same source-of-truth journal layer but slice it on different axes. ## When to run this Pull, don't push. Run only when the user asks. Reasonable triggers: - The user just landed a Thesis or Macro view that bears on a multi-ticker theme and wants the theme snapshot refreshed. - Several tickers have updated their views on the same theme in a short window (e.g., 3+ ai-infra-tagged blocks in the last month) and the cross-name picture has shifted. - The user is about to discuss a new candidate name within the theme and wants the current theme-level context loaded first. If the user invokes the skill without a target theme, list the registered themes from `.claude/THEMES.md` with a block-count per theme (rough freshness signal) and ask. Don't guess. ## Workflow ### 1. Identify and validate the target theme 1. **Read `.claude/THEMES.md`.** - **Missing** → tell the user "no th