06
From SaaS to Agent-as-a-Service
A production-theory model of AI-native business models in which firms sell task execution and outcomes rather than access to software.
Research & writing
Markets, technology, and the economics of change.
Independent working papers and academic research spanning applied economics, finance, artificial intelligence, sports, and digital platforms.
05
Beyond Markowitz: Can Network Theory Improve Portfolio Diversification?
A correlation-network and mean-variance experiment comparing traditional portfolio rules with a network-peripheral allocation strategy.
04
Is Old Trafford Still a Fortress?
A fixed-effects study of Manchester United’s home advantage across Premier League eras, with an exploratory Bruno Fernandes creativity layer.
03
Can AI Companies Justify Their Valuations?
A point-in-time valuation framework built around revenue durability, compute-adjusted margins, and the payback on AI infrastructure investment.
02
Can the World Cup Move Mexico City’s Economy?
An event-month study using Formula 1 and NFL evidence to estimate how major sports events affect Mexico City’s hotel and tourism market.
01
Telework in Mexico: Estimating an Index and Its Economic Impact
A quarterly state-level telework capacity index for Mexico and an econometric analysis of its relationship with growth, productivity, labor poverty, and inequality.
Working papers are independent research and may be revised. The finance-related papers are analytical research, not investment recommendations.