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Tradecraft Research helps investors separate durable opportunity from market noise—across energy, natural resources, digital assets, macro, and the technologies shaping the Age of Autonomy.
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Geopolitics, constrained supply, reshoring, and strategic demand are creating a new opportunity set in U.S. energy and critical materials.
Read the Wildcatters thesis →Each service combines a clear thesis, a defined risk framework, actionable watchlists, and updates when the facts change.
Research on U.S. energy producers, oilfield services, uranium, critical minerals, gold, silver, and the companies positioned to benefit from supply scarcity and industrial reshoring.
The foundational thesis behind Tradecraft Research: AI, robotics, digital infrastructure, programmable money—and the energy and materials required to power them.
Explore the thesis →Liquidity, economic seasons, rates, inflation, and the signals that shape risk assets before the consensus catches up.
Coming soonTradecraft Research is led by Jake Ryan, founder and CIO of Tradecraft Capital, author of two Wiley books on crypto investing, and an early applied-AI researcher published at NeurIPS.
The research process blends top-down macro analysis with bottom-up business quality, balance-sheet discipline, catalyst identification, and explicit risk management.
Meet Jake RyanA framework for separating temporary geopolitical spikes from durable changes in export demand.
Read analysis →National security and reshoring are turning overlooked supply chains into investable themes.
Read analysis →Why quality anchors, higher-beta positions, and speculative development plays belong in different buckets.
Read analysis →