GoKawiilThe interactive Cascade Graph needs JavaScript to render. Below is the static map of what it contains so you can still read it without scripts enabled.
The Cascade Graph is a directed knowledge graph of the physical economy: 393 nodes — 34 drivers, 88 chokepoints, 10 geographies, 5 jurisdictions, 4 substitutes and 252 investable tickers — connected by 562 sourced mechanism edges and 17 feedback loops. Stress flows from root drivers, through the jurisdictions and geographies that gate it, into the chokepoints where it concentrates, and finally to the tickers where value accrues.
Every ticker node carries 2–3 vetted instruments, each with a sourced exposure note, venue label, and real liquidity tier (median daily $-volume, live-verified). Where there is no clean liquid play, the graph says so explicitly.
The thesis is told in full in the published transmissions, each tracing one cascade end to end:
Open the accessible Cascade Index → for a fully structured, readable map of every node and ticker that works without JavaScript.
Read the methodology · Read the full disclaimer. This is general-circulation research, not investment advice.