Investing·March 10, 2026·10 min
The Quiet Bull Market in Boring Companies
Defense, utilities, and pipelines are quietly outperforming. Here's what the regime change means for portfolios.
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Investing
Capital allocation for the long cycle.
Asymmetric opportunities in emerging markets, hard assets, and structural growth stories.
Investing·Feb 25, 2026·7 min
Why Gold and Bitcoin Are Both Winning
Two assets, one thesis: monetary debasement. Allocation frameworks for the next debt cycle.
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Investing·Feb 11, 2026·9 min
Emerging Markets Beyond the BRICS
Vietnam, Indonesia, and the GCC frontier. Where structural growth still hides in plain sight.
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The Return of the Equity Risk Premium
Bonds are competing again. Re-thinking the 60/40 in a 5% world.
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