Independent research, tools, and advisory work for investors, executives, and policy teams navigating technology, markets, energy, and systemic change.
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Subscriber tools turn broad uncertainty into visible ranges, sensitivities, and second-order effects.
Scan thousands of charts across markets, technology, energy, and macro regimes.
Model how oil price shocks can propagate through macro and financial systems.
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Recent research
What Happened AI has been almost absent from the just-completed annual Kansas City Federal Reserve event in Jackson Hole. Searching the programs over the last four years for AI,
Three companies — SpaceX, OpenAI, and Anthropic — are expected to go public in mega-IPOs in the second half of 2026. The posited numbers are simply staggering compared to the largest
To get caught up, here are a few recent interviews with me on various of my favorite topics. If I've missed any, let me know.
💡I've been using Meta's Muse for a week or two. While flawed and clearly designed by engineers fed a forced diet of Meta design quirks—all
Fucking horse is out the barn door, right? Let's try not to make me look stupid twice. And when you list the cases, put a little dot next
Briefings & advisory
