Notes

An ongoing public journal of our research.

Thesis

Research capacity, not ideas, is the binding constraint

Most desks are not short of hypotheses. They are short of the capacity to examine them.

Jul 2026

Method

What changes when research never stops

Continuity turns research from a project into a standing capability.

Jun 2026

Method

Evaluating work you did not design

Judging a finding on its own terms is a different problem from producing it.

May 2026

Markets

Breadth as a form of risk control

Coverage across markets changes what a single failure costs.

Apr 2026

Method

On retiring a system that still looks profitable

Decay is expected. The decision to stop should not wait for proof.

Mar 2026

Thesis

AI-native Finance, defined narrowly

Not finance using AI. A change in how research is produced.

Feb 2026