Whitepaper
May 19, 2026
Returns Follow Scarcity: Investing in the Physical Reinforcement of the AI Economy
AI, electrification, and industrial reinvestment are driving a structural shift toward a more capital-intensive economy — one where returns increasingly accrue to the scarce physical infrastructure, labor, and systems required to support intelligent growth.
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July 27, 2026
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Whitepaper
The Return of Energy Security: Why Competitiveness Is Becoming the Primary Driver of the Energy Transition
As energy security, industrial policy, and technological progress converge, Seth Kirkham explores why reliable electricity is becoming a defining source of economic competitiveness—and where investors may find opportunity as a result.
