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.
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
5.2% of all critical software vulnerabilities ever reported were disclosed just this month
A new interactive tool for testing the revenue required to justify AI infrastructure spending.
Briefings & advisory
