What we are reading the world wrong about.
Public research, free to read. The members' library goes deeper, with non-public case studies and due-diligence materials.
Capital mobility in a multipolar world
Why the next decade of capital flows will not look like the last one. We map the structural forces pulling private capital toward the Gulf and Southeast Asia, and what that means for where you hold, structure and compound.
Up 70% in dollars. Down 33% in gold.
American stocks had a good five years and their holders still lost a third of their purchasing power. The gap between those two statements is the story.
Indonesia cut the exit four times in four months
Growth still prints above 5% and S&P still rates the country BBB. Meanwhile the monthly limit on buying dollars fell from $100,000 to $10,000, and the new zero-tax financial centre in Bali is walled off from the country hosting it.
Dimon named two conditions for the dollar. He left out the one that matters.
The reserve currency’s real moat isn’t the military or the economy, it’s the plumbing. Russia’s crypto law, the digital ruble, and US stablecoins are moves in a fight over the next money rails.
How we diversify
No single asset hedges a debased currency. The buckets we spread across, gold, real estate, ventures, markets, crypto and cash, and the honest job each one does.
Washington is spending to save the yen. Here’s what it’s really defending.
The US intervened to prop up the yen for the first time in decades. The real target isn’t Tokyo, it’s America’s own borrowing costs, and it points to a deliberate weaker dollar.
Stealth easing and the Strait of Hormuz
The case for real assets as an inflation hedge. Whether the Hormuz crisis cools or escalates, the path points to a weaker dollar and a quiet easing cycle.
Thailand closed the gap on foreign property ownership
Thailand started enforcing the rule that foreigners can’t own land, at the land office. What changed, what’s still clean, and why we’ve paused our Thailand villa recommendations.
How Tokenized Real Assets Hedge a Weaker Dollar
Real assets hold value through monetary cycles; the barrier was always access and liquidity. How tokenized ownership lowers the entry, and what to check first.
Why Real Assets Beat Cash in a Debasement Decade
Cash feels safe and quietly loses value through monetary easing. The case for real assets in stable jurisdictions, and how tokenization lowers the entry.
The members' library goes further.
Non-public case studies, full deal memos and due-diligence materials unlock with membership.