Research areas
Six intelligence desks for tracking how power moves through markets, technology, state capacity, infrastructure, strategic competition, and resilience.
Advanced Technology
Technology becomes strategic when compute, energy, supply chains, and institutions compound into durable advantage.
- Recent work
- 3
- Latest signal
- AI for Enterprise
Capital Markets
Capital markets reveal where risk, policy, rates, and balance-sheet capacity are being repriced before consensus catches up.
- Recent work
- 3
- Latest signal
- Depth, Speed, Duration
Cities Infrastructure
Infrastructure and urban systems determine whether economic ambition can become physical capacity.
- Recent work
- 3
- Latest signal
- The New York Premium
Risk Resilience
Resilience is now a core economic variable, visible in energy systems, insurance, chokepoints, and operational redundancy.
- Recent work
- 3
- Latest signal
- The Two Energy Superpowers
State Capacity
State capacity measures the distance between policy intent and real delivery across finance, permitting, procurement, and execution.
- Recent work
- 3
- Latest signal
- The Price That Prices the World
Strategic Competition
Strategic competition is fought through capital, technology, logistics, energy, and the institutions that coordinate them.
- Recent work
- 3
- Latest signal
- Compound Learning and Decision Advantage