Yggdrasil Ledger
Structural research across markets, infrastructure, climate, and the systems that connect them.
ENSO Markets & Portfolio — The Cycle Ahead
Translating Pacific climate signals into a four-transition portfolio framework. Sector correlations, NOAA and ECMWF forecast positioning, and a live 2026–27 El Niño outlook across agriculture, insurance, utilities, and emerging-market consumption.
Read the analysis →Nine domains of the publication.
Althing Affairs
Policy, governance, and the structural forces shaping regulatory and institutional frameworks.
BifrostBifrost Systems
Infrastructure, energy transition, and the capital flows connecting physical systems to financial markets.
Huginn & MuninnHuginn & Muninn Dispatch
Thought and memory — intelligence synthesis, data signals, and cross-domain pattern recognition.
MidgardMidgard Markets
Equity research, sector analysis, and long-form market structure work across global asset classes.
RunestoneRunestone Notes
Reference material, annotated frameworks, and the foundational concepts that compound over time.
SeiðrSeidr Signals
Quantitative signals, indicator analysis, and the data layer beneath macro and sector calls.
The ForgeThe Forge
Tools, models, and analytical frameworks built for practitioners — structured for reuse and adaptation.
VegvísirVegvísir Paths
Learning notes, career reflections, and decision frameworks. Personal terrain worth preserving.
WyrdWyrd Cycles
Climate systems, macro cycles, and the long-wave forces that operate beneath the noise of quarterly data.
More Featured Works
ENSO May Update
Why 2026 Might Sustain Into Super Territory — or Peak Like 2023–24 and Fade. The Five Drivers, the Sustainability Test, and What It Means for India.
US Power Markets – A Primer
A primer on generation physics, market architecture, and the supply-chain choke points reshaping US power
War and Markets — A Geopolitical Risk Framework
Eight historical events, nine forward flashpoints, and an anti-fragile portfolio strategy for disordered regimes.
Recent Dispatches
ENSO – July update – Strengthening in Force
Series I Primer II Impact and Positioning III April Update IV May Update V June Update VI July Update Climate & Markets ENSO Update VI Strengthening…
AV: The Cost of Autonomy
Bifrost Systems / Capital / The Autonomy Build Capital Build Note The Autonomy Build: What Self-Driving Asks of the Grid, the Compute Stack, and the City…
The Failure Before the Failure (megaprojects: V.C. Summer, Vogtle, Big Dig, California HSR, Berlin Brandenburg)
Bifrost Systems / Fault Lines / 06 The Failure Before the Failure Bifrost Systems Fault Lines No. 06 Fault Lines 06 Governance of planning The Failure…
The Target & the Slow Drain (Nord Stream / Ukraine grid + Aral Sea / India groundwater / Eskom)
Bifrost Systems / Fault Lines / 05 The Target & the Slow Drain Fault Lines No. 05 Inflicted & incentivised failure: The Target & the Slow…
Fenrir Research
Yggdrasil Ledger
Buy-side · Sell-side
Ten years institutional
LatticeLog is a systems research publication written from a decade of institutional experience spanning buy-side and sell-side roles — utilities coverage, sustainability and stewardship, alternative asset management, and broader equity research across global markets.
The work sits at the intersection of capital flows, physical systems, and the cycles that govern both. The analytical register is that of an equity research professional: evidence-led, precise, and opinionated where the data supports it. No hedging for its own sake. No filler.
The Norse architecture of the site is not decoration. Yggdrasil — the world tree — is a structural metaphor for the interconnected systems this publication maps: markets, climate, infrastructure, geopolitics. The lattice is the pattern beneath the noise.
Full author note →