Exporting

Empirical Research, Why Dynasty Wealth Is Premier Family Office Strategist

Family Offices Need To Think In Generational Terms. Dynasty Wealth (DW) is the premier family office and generational investor strategist because its roots are deep into ongoing empirical research in 20, 50, 100 year time frames and beyond.  DW’s co-founder Director of research is Michael Markowski.  Since 1984, he has researched extreme events to find the cause.  He then develops an algorithm which is utilized to predict next extreme stock or market event.  Extreme events researched by Markowski include both positive and negative and he has a verifiable track record for predicting both.  Additionally, based on Mr. Markowski’s most valuable research and algorithm developed to date, DW can enable any investor to create generational wealth from a $25,000 investment by 2040.  Thus, DW has emerged as the premier advisor and provider of empirical investment research and investment opportunities to generational (100 years minimum investing time horizon) investors:

  • Family offices
  • Endowments
  • Foundations
  • Sovereign Wealth funds
  • Public Pension Funds

Below are examples of the extreme positive and negative events that he has researched.  Both resulted in algorithms being developed which were utilized to predict a subsequent extreme event:

  • 1984-research of Kinder care, first child day care company, which appreciated by 6500% from 1974 to 1983 resulted in his underwriting of IPO for first elderly adult day care company which was acquired by United Health Care for a 1765% gain.
  • 2001- post mortem research of Enron’s SEC filings, that were filed by company prior to its infamous bankruptcy. Findings resulted in his predicting the collapses for Lehman Brothers, Bear Stearns, Merrill Lynch, Goldman Sachs and Morgan Stanley in September 2007.  Read Markowski’s 09/07 newsstand article. View 3 minute 53 second video below about Markowski’s algo development methodology and track record.

Dynasty Wealth Identifies Rare Opportunities

DW was founded in 2014 as a social investing community (SIC) with a primary mission to identify infant and adolescent unicorns for its members to invest in.  DW advises and assists the companies having such potential to raise capital.

Table below depicts the value of a $5,000 investment and the investor capacity in each of the seed rounds assuming a $5,000 maximum allocation. Seed round capacity for the four ranged from 30 to 250 investors.

Michael Markowski’s Crash Predictions After Dynasty Wealth’s Founding

To reduce risk for the conservative or blue chip portion of a member’s portfolio, Mr. Markowski continued on with his ongoing research and algorithms development.  The table below contains Markowski’s media verifiable market crash predictions.  Five of the six, for which members received complementary alerts, were made after DW was founded (highlighted in yellow).

Dynasty Wealth Understands How Long & Short Algorithms Operate

The Bank of Japan caused global and U.S. markets volatility when it instituted a negative interest rate policy in February of 2016.  This resulted in Mr. Markowski’s researching prior bouts of market volatility and resulted in his developing the NIRP Crash indicator (NCI).  The NCI then predicted 06/23/2016 post Brexit vote crash.

  • Short Term Algorithm (BBT)

Trump initiating tariffs in 2018 were the cause of volatility. The NCI was taken out of retirement and converted into the Bull & Bear Tracker (BBT), an algorithm powered trend trader to trade the S&P 500 long and short.  BBT predicted and successfully traded the significant volatility for the US market in Q4 of 2018. Chart below depicts the performance of BBT vs. S&P 500 through 2024.

  • Long Term Algorithm (AlphaCenturi)

In 2022, Markowski researched the impact that inflation had on the S&P 500 dating back to 1871.  This enabled him to develop the AlphaCenturi algorithm which could have been utilized by investors for the extended periods to be in or out of the market since 1871.  $100 invested via AlphaCenturi/US Treasury Bond algorithm in 1871 increased to $1.1 million.  This compared to $96,000 for a S&P 500 buy and hold strategy.  View video below about Alpha Centuri.  With the addition of defensive investing strategies Dynasty Wealth’s mission became twofold; finding potential unicorns and reducing potential losses for its members.

Research conducted by Michael Markowski on the top performing stocks from 1974 to 1983, while at Donaldson Lufkin & Jenrette, led to his identifying their common denominators and developing an algorithm.  He utilized the algorithm to identify and underwrite the IPOs for private venture stage companies from 1984 to 1990.  Service, which was underwritten by Mr. Markowski in 1986 ,was eventually acquired by United Health Care for a 1700% gain.  

Actuals and Projections for new Junior Unicorn companies identified

Mr. Markowski researched the four companies with green text in the table below to identify possible common denominators.  A $500,000 portfolio which invested $125,000 into each, was valued for $5.2 billion by 2017 and $13.1 billion by 2024. A $500,000 portfolio containing $125,000 stakes in each of the four purple text companies, which possess similar common denominators as the 2008 to 2012 companies, that were identified by Michael Markowski, is projected to be valued for $235.8 million by 2030 and $9.1 billion by 2035.  

Table below contains achievable valuations and addressable markets which is a key common denominator for digital companies that was discovered by Mr. Markowski.   

In 2024, Mr. Markowski developed a Liquid Hyper Growth Strategy (LHGS) which enables an investor to leverage the four digital companies that have been identified.  Under a $500,000 LHGS an investor sells a  limited amount of their $125,000 holdings in each of the four companies when they reach predefined valuations.  The strategy enables total investment to be recouped plus a 100% or more profit within a year or so.  The investor then sells their remaining holdings when a company reaches a higher valuation or holds until a company reaches its achievable valuation.  The table below, which is explained in “HALF MILLION to BILLION by 2033?”, illustrates the deployment of the LHGS.  A fund, which is deploying the LHGS, is also available.

Mr. Markowski’s research of the four digital companies led to his research of the economy transformations for the world since the beginning of time.   He discovered that the transformation of the economy to industrial from agricultural during the late 19th and early 20th centuries also yielded generational wealth for the savvy.   For more about this read “Digital Fund, 2nd chance for $500K to Billions”.

Secular Bears In The Last 100 Years

The table below depicts the secular bull and bear markets for the Dow Jones index from 1920 to 2024 research by Mr. Markowski.   Secular bears have durations ranging from nine to twenty years with losses of 49% to 89%.  Bulls have durations ranging from nine to 18 years and gains of 291% to 682%.

Dow Jones Peaks Which Predict S&P500 Peaks

The table below depicts that the Dow Jones is a leading indicator for U.S. secular bull market peaks.  The secular bull peaks for the Dow Jones index have occurred prior to the S&P 500 peaks for all secular bull markets since 1929.   Based on the Dow having peaked in 2024, Michael Markowski has predicted that secular bear market for all U.S. market indices has begun.  The secular bear will have a duration of nine to 20 years based on the findings in the above table.

Bain’s  August 2024 report  projecting that private assets managed by professional investment managers and advisors would reach $65 trillion by 2032, caught Mr. Markowski’s attention.  The market cap or value of the S&P 500 in at date of report was $45 trillion.  Dynasty Wealth has since monitored  news about transformation from public to private market by professional investors.  According to Markowski the move to private markets provides the rationale for why the secular bear he has predicted could set a new record with a duration of more than 20 years (19of establish a new record for the is  one of the primary reasons for why the secular bear Markowski is predicting could easily establish a new record for more than 20 years (1929-1949).    For more on this and why “Vanguard Effect” is also a contributing factor for to flight from public to private see  Why Pubcos @ Market Caps <$10 Billion Extinct by 2030?”  by Markowski.

Markowski also covers commodities including gold. The table below depicts the performance of gold, Jr. gold miners and the S&P 500 from May 20, 2025, the date that his article “Junior Gold Miners to Continue to Outperform GOLD & Sr. Miners” was published, and to October 1, 2025.

Why Now Is Prime Time To Hedge

In addition to his ongoing research, Mr. Markowski also monitors other leading experts and especially their rationale for predicting significant market declines.  The report Decade or More of Despair has BEGUN” contains links to interviews of two very acclaimed market experts:

  • Jeffrey Gundlach:

CEO of Double Line Capital

Anointed as KING of Bond market by CNBC

  • Cem Karsan:

Founder of KAI Volatility Advisors

Trades have accounted for as much as 13% of S&P 500  options volume

Decade of Despair for S&P500 Underway

Based on Markowski’s analyses of recent interviews of the two and his research of their theses he believes that the probability than secular bear will be well underway by year end has increased significantly.  One of the two experts Cem Karsan projects that major US stock indices to experience negative real returns from 2025 through 2034 and possibly through 2044.  Further, such long duration negative returns would have similar attributes to secular bear market predicted by Markowski. 

The table below depicts Mr. Markowski’s 10 year $1.0 million defensive growth strategy.  Under the defensive growth strategy all equities in a portfolio are liquidated. The proceeds are then allocated to five asset classes.  40% of the proceeds are allocated to U.S. government bonds.  The principal and interest for the government guaranteed bonds are projected to have a valuation of $600,000 which is equivalent to 60% of the original $1.0 million deployed in 10 years.

The remaining 60% is allocated to asset classes which have a history of outperforming during secular bear markets and for periods of high or abnormal inflation.  Mr. Markowski is predicting that US will experience high single digit or even double digital inflation by 2030.  Its because of the looming US and global governmental debt crisis.  See Decade or More of Despair has BEGUN”.
The table also contains two different versions for the 2034 projected valuations for the allocations and the $1.0 million defensive growth portfolio.   Its because Dynasty Wealth has a limited capacity and to also illustrate DW’s significant value add:
  • Generic
  • Dynasty Wealth
The 2034 valuation projections for four of the five asset allocations for each of the versions in the table are identical.  The only difference between the Generic and Dynasty Wealth versions  for the 2034 valuation projections is the $200,000 venture capital allocation.  A 36% per annum gain is projected for Generic  and a 199% per annum gain is projected for Dynasty Wealth.

To understand why there is a venture capital allocation for the defensive growth portfolio view video below.   The video also contains a link to another video that explains the rationale for why blue chips should be sold to provide the cash to fully deploy the strategy.

Small Companies can Grow in any Economic Environment

How can Dynasty Wealth have significant alpha?

The Dynasty Wealth venture capital allocation for the portfolio significantly outperforms the generic.  Its because DW has a proprietary algorithm that enables it to identify venture stage opportunities with 10,000 or more times upside potential. Dynasty Wealth also lessens the future potential dilution risk for the companies via its utilization of a perpetual financing strategy.

The table below is a good example.  It includes the addressable markets for each of the 2008 to 2012 companies and the 2025 companies.  The aggregate addressable market for the 2025 companies is more than three times larger vs the 2008-2012 companies.  A $500,000 portfolio containing the 2025 companies with a valuation projection of $9.1 billion for 2035 is in the same ballpark as the 2024 actual aggregate valuation of $13.1 billion in 2024 for the 2008 to 2012 companies.

Report “HALF MILLION to BILLION by 2033?” explains Mr. Markowski’s liquid hyper growth strategy (LHGS) and is highly recommended.  However, keep in mind that the long term valuations for the portfolio are lower via the deployment of the LHGS.   Under the LHGS an investor can get their original amount invested back plus a profit fairly quickly by selling a minority of their holdings.  The majority of their holdings.  The majority of the holdings can continue to be sold or held for the purpose to achieve exponential gains and to create generational wealth.

Become a DW Partner:

Video below about Dynasty Wealth is highly recommended. It covers track records for secular bear market alternative assets including real estate and gold etc. Also covers additional indicators for why secular bear has begun that are not covered in this report.  Finally, video covers the “Perpetual Financing Strategy” that Dynasty Wealth utilizes for its portfolio companies. 

AlphaTack