Public investment research
Markets move fast.
Good questions last longer.
Research on the ideas, economics, and risks shaping markets. Follow the evidence. Examine the assumptions. See what could change.
Featured analysis
The technology is advancing. The harder question is whether the cash that comes back can justify the capital going in—and what happens if it cannot.
Read the analysisExtraordinary technology.
What about the returns?
A growing collection of in-depth research. New analyses will appear here as they are published.
The inv-AI approach
The useful question is not just what might happen, but why—and what would make us think again.
Trace the argument to public sources, with dates and limitations in view.
Explore the economics with interactive models. Change an input and see what follows.
Consider alternative paths and the evidence that would change the view.