
Most research starts with the market and works backward. Ours starts with the documents that move nations — and follows the capital that must follow them.
Legislation, executive orders, trade agreements, and defense priorities — synthesized into a map of where capital is being directed years before consensus catches on.
We look for proprietary technology, visionary leadership, structural competitive advantages, and alignment with national interest — in themes like AI, defense, and rare earths.
No commissions, no product shelf, no incentive to transact. Clients receive independent, data-driven research — and form their own conclusions.
Documents tell you what was signed. People tell you what is coming. Wherever possible, we get to know the leadership of the companies we follow — and the lobbyists working their issues in Washington. It is easier said than done, and it has proven worth every hour: the difference between reading the record and understanding the room.
“If you want to see where markets are going, read what Washington signs — not what Wall Street says.”— Ryan Ohneiser, Founder & Principal
Every engagement is built around one idea: you keep the decision. We supply the depth.
A tailored market and competitive analysis spotlighting under-the-radar public companies aligned with national and global priorities.
A private, research-driven review of the opportunities and risks aligned with your existing holdings — so you can pressure-test your own thinking.
Unique, scalable advantages competitors can't copy.
Teams building for the next decade, not the next quarter.
Partnerships, contracts, and policy positioning others lack.
Sectors where government priority meets private opportunity.

Ryan Ohneiser founded Ohneiser Trading in 2019 after a year in Merrill Lynch's selective Financial Advisor Development Program — where he was the first in his cohort to complete the SIE, Series 7, and Series 66 exams and brought in over $125 million in new business serving clients with $250,000 minimums.
He left to build something more honest than a product shelf: an independent practice serving executives, retired federal agents, and ultra-high-net-worth families who want research, not sales. His work synthesizes legislation, executive orders, military and trade policy into theses on AI, defense, and critical minerals — often years ahead of the news cycle.
Today the practice pairs that policy-to-markets discipline with daily, hands-on AI tooling — the same research depth, delivered faster.

Consultations are limited and by request. Tell us what you hold, and we'll tell you what we'd want to know.
ryan@ohneisertrading.com