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AquaVis

Common Sense System analysis using the Pillars of Power framework.

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Substack
PricingOnly free issuesPublishesWeekly
Issues54Founded2 years agoLast Issue5 days ago
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Latest Issues

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...

5 days ago
1

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...

10 days ago
6

Three Important Pieces

Three important and interconnected pieces were published over the last ~week:


  1. Interconnected Flywheels All the Way Down: An overview of the key AquaVis Frameworks, all designed following Nature as a template.

The frameworks...

11 days ago
1
1

Re-Balancing at Extremes: PoP Portfolio Pivot Points

RIVER GUIDE

  • The Pillars of Power — Technology, Energy, Money — double as a naturally-balancing portfolio

  • You don’t day-trade it. You re-balance at extremes: when one Pillar runs too far, too fast and gets ‘too big,’ you re-balance...

13 days ago
3

The Three Duties of Power: The Trump Admin Scorecard

RIVER GUIDE

  • The Three Duties of Power is a powerful framework to guide leaders — and a standard by which to judge them

  • The inaugural piece evaluation closed at the end of 2024:

    • From roughly 1945 to 2000, leaders largely ful...
15 days ago
6
1

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  • AquaVis

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

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