Dispatches surface the newest signal.
Research Library
The intelligence library for economic power
Search every report, brief, and dispatch by theme, format, date, or relevance.
Briefs give leaders a fast executive read.
Reports provide the durable research asset.
The New York Premium
New York's mobility and safety improved while affordability deteriorated.
AI for Enterprise
AI joint ventures signal a new capital structure for enterprise deployment.
The Price That Prices the World
Oil remains a transmission belt for geopolitical and inflation risk.
The Most Profitable Business Ever Built
How Alphabet stands apart and why profitability compounds strategic capacity.
Betting on the Index
Market concentration, passive flows, and the structure behind index performance.
Depth, Speed, Duration
A framework for reading shocks by intensity, velocity, and persistence.
The Interest State
Fiscal stress is shifting from the debt stock to the refinancing channel.
The Two Energy Superpowers
Energy delivery is becoming a binding constraint on AI scale.
Institutions Under Pressure
Execution capacity, legitimacy, and coordination increasingly determine outcomes.
China's Magnet Monopoly
Rare earth leverage turns industrial inputs into strategic pressure.
The Uninsurable Map
Climate risk is moving from weather maps to balance sheets.
Compound Learning and Decision Advantage
Learning rate increasingly separates institutions that adapt from those that stall.
State Capacity and Strategic Competition
Execution capacity determines whether resources become operating power.
Cities as Strategic Infrastructure
Housing, transit, logistics, and energy shape where capability can be built.
Capital Allocation in a Fragmented World
Geopolitical risk is changing the price of flexibility and concentration.
Filter by format, follow a theme, or expand the list as you move from a quick scan into deeper research.
Research themes
The research map behind the library
Every publication maps back to one of six recurring questions about economic power.
01
Strategic competitionTechnology, industrial capacity, alliances, statecraft, and leverage.
12 reports
Explore
02
Advanced technologyAI, compute, frontier infrastructure, productivity, and capability.
9 reports
Explore
03
Capital marketsAllocation, investment cycles, rates, liquidity, and fiscal pressure.
15 reports
Explore
04
State capacityGovernance, execution, regulation, procurement, and public capability.
10 reports
Explore
05
Cities and infrastructureUrban systems, energy, logistics, housing, and growth geography.
8 reports
Explore
06
Risk and resilienceUncertainty, incomplete information, resilience, and shocks.
9 reports
Explore
Stay current
Get the next brief when it publishes
Research updates, new reports, and the highest-signal dispatches from the library.