The Cascade Graph — AtomProphet
Tools · The Cascade Graph The Cascade Graph<br>Economics is downstream of physics. This is a knowledge graph of how stress flows through the real economy — the drivers that push, the chokepoints where stress concentrates, the jurisdictions and geographies that control them, and the investable tickers where value accrues. Things are getting worse; the graph is built to find where that pain cascades — and what you can own on both the problem and the solution side.<br>393 nodes (34 drivers · 88 chokepoints · 10 geographies · 5 jurisdictions · 4 substitutes · 252 tickers) · 562 sourced mechanism edges · 17 feedback loops · every link in plain language, graded & cited.<br>On a phone, using a keyboard or a screen reader, or just prefer plain text? Open the accessible Cascade Index → — the same nodes and tickers as a structured, readable map, no JavaScript required.
The interactive Cascade Graph needs JavaScript to render. Below is the static map of what it contains so you can still read it without scripts enabled.<br>The Cascade Graph is a directed knowledge graph of the physical economy: 393 nodes — 34 drivers, 88 chokepoints, 10 geographies, 5 jurisdictions, 4 substitutes and 252 investable tickers — connected by 562 sourced mechanism edges and 17 feedback loops. Stress flows from root drivers, through the jurisdictions and geographies that gate it, into the chokepoints where it concentrates, and finally to the tickers where value accrues.<br>Every ticker node carries 2–3 vetted instruments, each with a sourced exposure note, venue label, and real liquidity tier (median daily $-volume, live-verified). Where there is no clean liquid play, the graph says so explicitly.<br>The thesis is told in full in the published transmissions, each tracing one cascade end to end:<br>The Cascade Thesis: Science Dictates Economics — the framework itself.<br>The Copper Chokepoint — AI & grid demand → a structural copper deficit → FCX, SCCO, COPX.<br>The Nuclear Inevitability — AI power hunger → uranium & nuclear → CCJ, URA, URNM.<br>The Northern Pivot — a warming Arctic → new routes & resources.<br>Open the accessible Cascade Index → for a fully structured, readable map of every node and ticker that works without JavaScript.<br>Read the methodology · Read the full disclaimer. This is general-circulation research, not investment advice.
✕ How to use this<br>1. Pick a theme from the dropdown to cut the clutter — the graph fades everything outside that mega-theme. 2. Click any node to open its evidence file (why it matters, sourced data, tickers, further reading, and what it drives / what drives it). 3. Focus mode isolates a node's direct causes and consequences. 4. A cascade is a one-way chain (driver → chokepoint → ticker); a feedback loop is a closed cycle that amplifies (reinforcing) or dampens (balancing) itself — toggle Loops to see only those.
Search<br>Theme lens<br>All themes (full graph) Mode<br>▦ Explore (full cascade) ◎ Focus (click a node) ↻ Feedback loops only Show layers<br>Drivers Jurisdictions / regimes Chokepoints Geographies Substitutes / backstops Tickers (terminals) Color nodes by<br>Node type Problem / Solution Feedback loops<br>View<br>⇄ Show all connections 🔗 Copy share link ↺ Reset view ⤓ Export view (PNG) ？ Replay 30-sec tour<br>Loading the interactive graph… (393 nodes)<br>Drag nodes · scroll to zoom · click for evidence
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Select any node to open its evidence file — why it matters, sourced metrics, candidate tickers with honest reads, vetted further reading, and what it drives / what drives it. Every link is in plain language, graded, and cited.
What this is, and how to read it<br>The Cascade Graph is a directed knowledge graph of the physical economy. Stress flows left-to-right: drivers push pressure into the system; jurisdictions and geographies gate it; it concentrates at chokepoints ; substitutes cap the upside; and value finally accrues to investable terminals (tickers). Every arrow is a plain-language mechanism — "drives demand for", "is the bottleneck for", "controls production of" — not jargon.<br>Cascade ≠ Feedback loop<br>A cascade is a one-way chain: a problem flows downhill to the assets it hits. A feedback loop is a closed cycle that circles back to amplify (reinforcing, +) or dampen (balancing, −) its own cause. Loops are where the thesis compounds.
Problem vs. Solution plays<br>Each node is tagged a problem play (own the scarcity), a solution play (own what gets bought to fix it), or both . Switch the color mode to see the whole map through that lens.
Every edge is graded<br>Each link carries a basis : measured (institutional data), established (textbook/consensus mechanism), or reasoned (our own defensible inference). Inferred links are never dressed up as cited data.
No orphans<br>Every one of the 393 nodes is wired to the rest through a real physical or economic mechanism. The graph is a single connected system — because the real economy is.
Not investment advice This is a research map, not a recommendation. Tickers shown on...