Geopolitics·May 22, 2026·12 min
The Dollar's Long Goodbye
BRICS settlement rails, gold accumulation, and the slow unbundling of the post-1971 monetary order. What it means for portfolios this decade.
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Issue 042 · The Geofinanced Dispatch
Capital has
a geography.
Weekly essays on global markets, geopolitics, money, and the architecture of personal freedom. For investors who think in decades, not quarters.
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Investing·May 20, 2026·14 min
A Permanent Portfolio for Inflationary Decades
Reframing Harry Browne's framework for an era of structural inflation, fiscal dominance, and currency debasement.
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Money & Macro·May 18, 2026·13 min
Fiscal Dominance Has Arrived
When debt service exceeds defense spending, the central bank stops fighting inflation. We've crossed that line.
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Freedom·May 21, 2026·15 min
The Sovereign Individual, 30 Years On
Davidson and Rees-Mogg saw it coming. Re-reading their 1997 thesis through the lens of CBDCs, remote work, and citizenship arbitrage.
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Geopolitics·May 15, 2026·9 min
Sanctions as Capital Controls
Why the weaponization of SWIFT changed the rules of cross-border capital — and how sophisticated allocators are adapting.
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"In the twenty-first century, the most important asset you'll ever own is the ability to leave — countries, currencies, narratives."
— From Issue 038, The Sovereign Individual Revisited
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