Section / Investing
Asymmetric bets for a multipolar world.
Concentrated, contrarian, long-horizon allocation. We publish theses, not tickers.
- 8 min read
Sovereign Debt as a Weapon
The end of the dollar's uncontested reign — and the trades that hedge it.
- 11 min read
The Commodity Decade
Why hard assets outperform when monetary trust erodes.
- 9 min read
Gold, Bitcoin, Land
Three reserve assets — three risk profiles. A blended sleeve.
- 10 min read
Private Credit's Quiet Boom
Where mid-market capital is fleeing public markets.