## Overview NBLS is a private investment fund dedicated to navigating the complex macroeconomic environment through disciplined research, strategic positioning, and deep market intelligence. ## Investment Philosophy Our investment framework centers on four interconnected themes that we believe will define the next era of capital markets. **America's AI Gambit** examines the race between AI-driven productivity gains and mounting US debt obligations. The **Energy Infrastructure Revolution** positions natural gas as the critical bridge fuel enabling exponential data center growth. **Digital Store of Value** allocates between Bitcoin and gold as hedges against coordinated fiat debasement. We maintain a proportional portfolio allocation to manage risk. ## Research Resources For our curated information sources and market intelligence channels, see: [[Research And News Sources]] --- *Last updated: July 2025* *This document is proprietary and confidential. Distribution is limited to authorized parties only.*