Research Program
Research & Publications
The intellectual foundations behind the system. Essays, white papers, and research notes organized by theme — each exploring a dimension of how MARY reasons through investment problems.
Research Theme
AI as Cognitive Infrastructure
Explore theme →Understanding AI systems as reasoning infrastructure that extends — rather than replaces — human analytical capacity.
Research Theme
Market Regimes & Structural Cycles
Explore theme →Identifying and navigating regime shifts, structural breaks, and long-term cyclical patterns in markets.
White PaperJanuary 2026
White PaperDecember 2025
White PaperJanuary 2026
White PaperDecember 2025
Research Theme
Decision-Making Under Uncertainty
Explore theme →How investment professionals form views, update beliefs, and act under conditions of irreducible uncertainty.
Research Theme
Portfolio Construction as a System
Explore theme →Treating portfolio construction as an integrated discipline — not a collection of isolated optimization problems.
Research Theme
Long-Term Capital & Liabilities
Explore theme →Aligning investment strategy with liability structures, time horizons, and intergenerational obligations.