Yggdrasil Ledger
Structural research across markets, infrastructure, climate, and the systems that connect them.
ENSO Dashboard — The Live Signal Layer
A live monitoring layer for Pacific climate signals and their monsoon transmission. Real-time ocean and atmosphere indicators, NOAA and ECMWF tracking, and the ENSO state feeding the four-transition portfolio framework — updated as the 2026–27 cycle develops.
Open the dashboard →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
The Power-Compute Nexus: Compute Is the New Tollbooth
AI’s real bottleneck was never the chips. It was electricity, land, and a grid that cannot connect fast enough — the demand shock beneath the entire infrastructure decade.
Asset Manager Pivot: Infrastructure Play
Infrastructure becomes the flagship allocation — the third great pool of long-duration capital. Part III of the Barbell Decade series.
AI Series: The Reckoning
Long-run scenarios for a fully AI-integrated world. Part IV of the AI Series — mapping the endgames after the upside and the downside.
Recent Dispatches
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…
V.C. Summer + Vogtle + Boston’s Big Dig + California High-Speed Rail + 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…
Ukraine’s grid + Nord Stream pipelines + the Aral Sea + India’s aquifers + South Africa’s power system
Bifrost Systems / Fault Lines / 05 The Target & the Slow Drain Fault Lines No. 05 Inflicted & incentivised failure: The Target & the Slow…
2003 US–Canada blackout + India’s 2012 collapse + 2025 Iberian blackout
Bifrost Systems / Fault Lines / 04 The Cascade Fault Lines No. 04 Tight coupling & coordination failure: The Cascade The 2003 US–Canada blackout, India's 2012…
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 →