RESEARCH
The old world is dying,
and the new world struggles
to be born.
Now is the time of monsters.
THE THESIS
Latent Mobilization
The post-1945 liberal international order is fracturing. The consensus that free trade and financial integration would lead to peace and prosperity has collapsed under the weight of its own contradictions.
Nation-states are reasserting control over supply chains, critical resources, and strategic industries. What was dismissed as "protectionism" is now recognized as national security. What was called "inefficiency" is now called "resilience."
We are entering an era of Latent Mobilization—where economic policy serves state power, where trade is weaponized, and where the control of critical resources determines geopolitical standing.
Most investors are unprepared. Their models assume a world that no longer exists. Their portfolios are optimized for globalization, not fragmentation.
WHAT WE OFFER
Framework
A rigorous analytical lens for understanding why globalization is unwinding and what comes next. Not ideology—mechanism.
Forecasts
Probability-weighted scenarios for geopolitical and economic developments. Explicit, testable, and compared against market pricing.
Clarity
While others panic at volatility, we explain why it is happening and how what to expect next.
Clarity in the time of monsters.
Our research is available to qualified institutional investors and family offices.
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