We connect the dots across the interconnected Pillars of Power – Technology, Energy, & Money – to Understand the Past. Empower the Present. Inspire the Future.
AquaVis Advisors is a biomimicry-inspired research and advisory firm — mapping the flows of Technology, Energy, and Money: the Pillars of Power shaping the world and what comes next.
We build up our understanding of systems from first principles — starting with the building-blocks to construct foundational knowledge. Our Nature-designed approach enables clear, independent thinking and our data-driven processes help remove biases
We are students of history and cycles, observers of the world and markets, and experts in Technology (notably Semiconductors) and Investing. We harness our collective experience to create a framework that leverages the principles of Nature and the power of Machine Learning to design strategies – continuously tested and refined using data science
Our themes — and thus our strategies — revolve around the three major Pillars of Power that have been consistent across history: Technology, Energy, & Money
We publish content and build intuitive strategies that proactively prepare for, directly capitalize on, and ultimately help shape the potential paths ahead
We provide tools and content that simplify complicated topics and connect disparate dots
Just as the Pillars help order your mind and direct your attention, they also help you harness your money — this foundational framework ‘doubles’ as a naturally balanced portfolio. Cascade and Confluence are its two applications.
We offer advisory services ranging from fund management to strategic consulting
Essential Guides. Core Frameworks. Guiding Principles.
Start here to understand the AquaVis worldview and the mental models used to map the System and its flows.
One Visual. One Signal. One Implication.
Quick insights that reveal the hidden currents beneath the surface.
Applied Analysis. Deeper Context. Connected Systems.
Newsletters that trace the flows shaping the System through the Pillars of Power.
Foundational Frameworks. Enduring Research. Nature Analogs.
Evergreen whitepapers that map the System through the AquaVis nature-inspired lens.
Visual Maps. Podcast Episodes. Video Walkthroughs.
Companion multimedia materials that revisit, extend, and explore the core written content.
If you know where to focus your attention — the 3 Pillars of Power — it becomes much easier to connect the dots and recognize the extremes. Not day-trading, just re-balancing the PoP portfolio at those extremes.
Focused exclusively on the Money pillar, notably the flows of Money (Liquidity) – the potential and active energy in the financial system
Universe includes all liquid investable assets
Content methodically lays out the system backdrop, the cycle, and how our process filters down to targeted opportunities
Portfolio systematically selects the fastest horse (i.e., asset with the highest potential return) at each point in the liquidity cycle – targeting absolute, long-term returns
Focused on the interconnected pillars of geostrategic Power – Technology, Energy, & Money – which are at a generational inflection point in history
Universe includes companies across all three pillars
Content connects highly important, and often seemingly disparate dots
Portfolio naturally balances exposure across the self-reinforcing pillars, seeking to accelerate progress and capitalize on chaos – targeting absolute, long-term returns
Using Nature as a guide and cross-discipline knowledge as a framework, we build up our understanding of these systems from first principles — starting with the building-blocks to construct foundational knowledge
We leverage our unique and deep expertise — across Investing, Semiconductors, Data Science — and apply it to our self-created Pillars of Power to develop and design strategies
Change your mindset — scarcity to growth. Let’s build a positive-sum world of abundance.
Connecting the dots across the interconnected Pillars of Power
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