Beauty in Simplicity

We provide tools and content that simplify complicated topics and connect disparate dots

We build intuitive investment strategies that proactively prepare for and directly capitalize on the potential paths ahead

We offer advisory services ranging from fund management to strategic consulting

• Focused on enlightenment not engagement
• This newsletter connects the dots across the interconnected Pillars of Power – Technology, Energy, & Money
• We seek to distill signal from noise and help order your mind amidst the chaos
• We Curate Experts. Connect Dots. Distill Truth.
• More time sensitive

• These enduring pieces cover our Process, the Global System, and Nature Analogies
• Focused on the foundational building blocks of how the system works
• Deep-dive insight pieces into how we think
• Analog pieces using Nature to describe and analyze “real-world” systems

• Less time sensitive

Systematic Liquidity

• Focused on mapping the flows of Money (Liquidity) within the financial system
• This systematic strategy maps the liquidity cycle and selects the fastest horse (i.e., asset with the highest potential return) at each point – targeting absolute, long-term returns
  
  

Balanced Pillars of Power

• Focused on the interconnected pillars of Power — Technology, Energy, & Money
• This discretionary strategy with a systematic overlay naturally balances exposure across the three self-reinforcing pillars, seeking to accelerate progress and capitalize on chaos – targeting absolute, long-term returns