Three layers. One reading.
Stratifi Research is an independent research firm. We write about economics, technology and geopolitics from a global macro perspective, and we publish the working.
Three layers
Most macro research picks one layer and treats the others as weather. We think the interesting questions sit where the layers meet, and that a thesis which only holds in one of them usually isn’t finished. A good piece is a core sample: it cuts through all three.
Economics
Where the money has to come from
Fiscal arithmetic, market structure, the plumbing of flows and balance sheets. The question we keep asking is who pays, who keeps the gain, and what ledger it shows up on.
Technology
Where the cost curves are moving
Compute, energy, robotics, the industrial programs behind them. We are most comfortable being early here, and we hold ourselves to cost stacks and learning rates rather than announcements.
Geopolitics
Where the permissions are
Trade routes, export controls, licensing regimes, the gates a project has to pass. We are deliberately more cautious here, and say so in the stated confidence.
Who writes this
Stratifi Research publishes under a byline, not a personality. The author has built and run product and technology organizations, co-owns an operating business, and has spent a career applying data to decisions that had to be made before the data was complete. The alias keeps the attention on the argument, where it belongs.
Everything here is written by a person, edited by a person, and checked against primary sources by a person. Models are run in code and the code is kept.
What this is not
It is not investment advice and it contains no trade recommendations. We publish theses, odds and the evidence that would move them. We don’t manage money, take positions in what we write about, or sell access to anything.
Why it’s free
A research firm’s early asset is a record. We would rather build one in public, where the dated falsifiers can be checked by anyone, than behind a paywall where nobody keeps score. The letter is how the record reaches you.
How to reach us
Corrections, disagreements and better data are the most useful mail we get. Write to research@stratifi.example and quote the exhibit number.
Get each piece as it’s published.
A letter when a thesis is published or its odds move. Roughly two a month. Free, and it stays free.
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