SOLIS
Insight before consensus.
Intelligence for market pricing.

THE PURPOSE
Solis tracks changes in the world to gain an asymmetric advantage in market pricing. Examine what prices reflect—and what they may be missing.

THE SOLIS APPROACH
Scientific advances, policy decisions, shifts in demand, and operating constraints change the economics of companies and sectors. Solis connects those developments to supply, demand, costs, and capital, then tests what market prices appear to assume against what the evidence supports.

THE WORKFLOW
Signal: Identify the development and distinguish announced, enacted, expected, and uncertain changes.
Exposure: Trace how the development could change margins, asset values, or input prices through suppliers, dependent businesses, and competing technologies.
Evidence: Compare sources and relationship records with observed prices and prevailing expectations. Examine conflicting information, missing facts, and assumptions about timing.
Assessment: Build a pricing thesis with explicit assumptions, catalysts, time horizons, downside, alternative explanations, and conditions that would invalidate it.

QUESTIONS FOR MARKET PRICING
Investment and valuation: What technological, regulatory, or commercial developments might a price miss?
Supply, demand, and costs: Where could pressure on inputs, availability, and margins travel?
Technology and industry change: Which assumptions about adoption, competition, or substitution are shifting?

THE EXPERIENCE BEHIND SOLIS
Solis draws on three decades of experience in software engineering, artificial intelligence, scientific computing, data systems, and venture creation.

Observation to decision: fluid dynamics, remote sensing, robotics, marine analytics, and decision-support systems.
Systems and dependencies: software architecture, data engineering, business requirements, and complex integration, including telecommunications merger integration.
Commercial reality: venture formation, product development, commercialization, partnerships, and execution constraints.
Institutional perspective: work across industry, government, academia, and startups.

MARKET EXPERIENCE
Software science and engineering experience across these markets informs where Solis looks for change, how it traces dependencies, and which pricing assumptions it tests.

Capital, commerce and policy: Banking; financial services; commerce, trade, tax and logistics; law and public policy; patents.
Industry, autonomy and defense: Manufacturing; textiles; autonomous robots, vessels and vehicles; defense; space.
Energy and natural resources: Energy; utilities; agriculture; forestry; oceanography and marine analytics.
Digital systems and connectivity: Augmented and virtual reality (AR/VR); Internet of Things (IoT); telecommunications.
Health, science and education: Biotechnology; healthcare; education.
Media, marketing and experiences: Advertising; marketing; digital media and video; publishing; sports and entertainment; travel.

THE STANDARD
Source-linked reasoning. Explicit uncertainty. Analyst judgment.
Trace each assessment to its evidence, distinguish fact from inference, and test the pricing thesis against alternative explanations. The website workflow uses a hypothetical export-policy scenario.