Independent research, tools, and advisory work for investors, executives, and policy teams navigating technology, markets, energy, and systemic change.
Advisors to family offices, sovereigns, hedge funds, and some of the world's largest institutional investors.
Subscriber tools
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.
Explore how size, timing, allocation, and liquidity shape market absorption.
Short observations
Recent research
Four AI & economics takeaway figures from yesterday's midterm political festivities in the U.S. 1. Data center antipathy ranks among the top four areas of bipartisan agreement
We try very hard not to get pulled into commenting headline by headline about breaking news. And this week was an extreme example, given founder and CEO Jensen Huang leaving
Most of us have too much to read, much of it duplicative noise, roo much of it about AI and markets, so something we try to do on weekends is
What's ahead in this week's roundup: * Updates * Media * Miscellania Updates Four main news items this week, then a list of the latest media references: 1. We
Like many historical capex paroxysms, the data center boom can be modeled as a hybridized public-private stimulus program. Hyperscalers supplied the capital. Governments supplied much of the economic and
Briefings & advisory
