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AquaVis

Pattern Recognition + Imagination. Common Sense System analysis using the Pillars of Power framework.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues57Founded2 years agoLast Issue15 days ago
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Latest Issues

The Battle for Your Mind

VISUAL

The chain that turns attention into agency.

The most important ongoing battle of all is the one over your mind. Your attention. Your energy.

Turn off the noise. Go within. Awareness is step one.


SIGNAL

We’ve been trained...

15 days ago
4

Insight: The Top of the Wave

VISUAL

Source: S&P Dow Jones Indices LLC; “Worth the Weight”. Concentration = ratio of index-weighted to unweighted average constituent market cap. For illustrative purposes only; past performance is no guarantee of future results.

Concen...

22 days ago
3

Insight: How to Peacefully Re-Balance the World

VISUAL


SIGNAL

The US sent Production and the related Productive Labor Force overseas — primarily to China — over the last ~30 years.

China became the Producer of the World.

The US became the Consumer of the World.

Interconnecti...

a month ago
2

Insight: Semiconductors > Rubber Ducks

Inaugural Insight.

Perfect time to go full circle — tying the prescient Tariffs piece from over a year ago, to Bessent’s powerful ‘America turns 250’ speech this week.

The symmetry is clear: Control over Critical Product Production is cri...

a month ago
2

The Application Layer

‘Since January, the entire S&P 500’s gains have come from just two corners of the market, AI and energy, while everything else is actually trading at less than where it started’ - Apollo Global Management

Source: Apollo Asset Management: T...

a month ago
6

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  • AquaVis

    Common Sense System analysis using the Pillars of Power framework: Technology, Energy, & Money

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