The Push-Pull Framework
Born from a collision of physics, systems theory, and market reality, the Push-Pull Framework is VPW’s foundational model for navigating the shifting landscape of 21st-century investing.
Traditional portfolio theory assumes a tame world (stable cycles, normally distributed returns, and calculable risks). It's elegant mathematics. It's also a fiction. Markets have always been wilder, messier, and more complex than the models pretend.
The Push-Pull Framework starts from that reality. It treats growth and stability as complementary forces rather than a tradeoff, drawing on Toffler's Wave Theory, Mandelbrot's fractal geometry, and ideas from physics and behavioral finance to build a logic for portfolio construction that fits the world as it actually is.
If you want to understand how we think about capital, start here.
How to Invest Like a Thinker
Most investment advice is about what to buy or when to sell. This is about how to think.
It's a book-length guide to building the kind of judgment that lasts through markets—how to cut through noise, resist whatever narrative is dominating the moment, and make better decisions about risk and uncertainty.
If conventional financial wisdom has always felt a little thin to you, start here.