Everything is investable. Turn your ideas about the future into investment strategies. Powered by AI. Built for a world where investing gets personal.

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Joined September 2024
Winning Congress doesn't mean winning the agenda. Tilt's Midterm Machine reveals a surprising possibility: Even if Republicans control the House, Senate, and White House, their biggest legislative priorities could still be dead on arrival. Corporate tax cuts? 8% chance of passing. Crypto legislation? 1%. Expanded oil and gas policies? 1%. But permitting reform? 83%. The real story isn't just who wins the election. It's what they can actually get done, and what that means for investors. We broke down the numbers, the surprises, and the potential market implications. Read more: tilt.now/midterms_machine
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Winning Congress is one thing. Getting anything done is another. A Republican sweep of the House and Senate sounds like a green light for the Republican agenda. Not so fast. We ran that scenario through Tilt's Midterm Machine, and the results might surprise you. Even with Republicans controlling Congress and the White House, our model shows: Corporate tax changes: 8% chance of becoming law Crypto market-structure legislation: 1% Oil, gas and LNG expansion: 1% The proposed $1.5 trillion defense budget: 2% But permitting reform? That jumps to 83%. The lesson? Political control doesn't automatically translate into legislative power. There are votes to count, coalitions to build, and procedural obstacles that don't disappear just because your party wins. And every one of those outcomes can have consequences for markets. Don't just predict who wins the election. Explore what happens next. Put the midterms to the test with Tilt. tilt.now/midterms_machine
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Everyone is trying to predict who wins the midterms. We're asking a bigger question: What happens next? Introducing the Tilt Midterm Machine. No political bias. No partisan opinions. Just data-driven insights into what the election could mean for markets, industries and your investments. Explore the Machine: tilt.now/midterms_machine And stay tuned. We'll be sharing insights all week.
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Our founder @drupeek was featured in Steven Bartlett's 100 CEOs newsletter. The question: hardest decision as a founder? "Start all over again from ground zero. Not one, but ten steps back... for two forward." He was at a crux with Delphia and ended up spinning it into 4 companies. Tilt is one of those.
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Picking individual stocks is becoming obsolete. Not because fundamentals don't matter—but because themes move faster than individual companies can. We believe that the future of investing is concept-level positioning: 🧵
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@Tilt exists to turn any macro view—AI infrastructure, energy transition, geopolitical hedging—into a diversified basket. Spread risk and adapt as themes evolve.
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Investors are living through one of the most volatile macro environments in decades—AI breakthroughs, elections, geopolitical shifts, inflation... Yet our tools for understanding portfolio impact haven't evolved. We're relying on - Generic news feeds - Charts and ticker symbols that show what happened, not what it means - Manually connecting current events to our portfolio exposure While you try to figure out how a breaking event affects your holdings, the market has already moved. What if your newsfeed showed: - Which events impact your portfolio - How exposed you are - What emerging scenarios could affect you next That's what we're building at Tilt. Stay tuned as we launch @SXSW!
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Our founder @AndrewPeek's thoughts on what happened when a Substack post triggered billions in losses — and why we're building infrastructure to connect narratives to portfolio exposure in real-time.
No doubt, you all saw that Citrini's Substack post (co-authored by my friend @alapshah1) moved the market yesterday. Bloomberg captioned the market sentiment pretty well: "Software, Payments Shares Tumble After Citrini Post on AI Risks." Which resulted in... IBM: -13% (worst single-day drop in 26 years) DoorDash, AmEx, KKR: -8% Visa, Mastercard: -3%
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We're at the dawn of personalized investing: → Investors want exposure that reflects their views → Themes will soon matter more than single stocks → And investors (of all sizes) want their tax alpha Picking pre-made funds or betting on single stocks was the last chapter. The era of personalized investing is here.
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