Investment Strategy

Insights, theories and actionable methods for capital allocation and wealth preservation.

Supply Chains

+7

Africa: The Sub-Saharan Enclosure

Jul 19, 2026

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5 min read

Africa: The Sub-Saharan Enclosure

Mapping the Macro Fracture and the Raw Architectural Mechanics of Next-Cycle Asset Extraction

Angus Bishop
Angus Bishop

Hard Assets

+6

Sovereign Illiquidity and the Tollbooth Thesis

Jun 30, 2026

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3 min read

Sovereign Illiquidity and the Tollbooth Thesis

Weaponizing Chokepoints and Capturing Structural Rents as Legacy Capital Collapses

Angus Bishop
Angus Bishop

Hard Assets

+6

Beyond the Concentration Trap

Jun 23, 2026

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4 min read

Beyond the Concentration Trap

Anchoring Your Capital in Industrial Reality

Angus Bishop
Angus Bishop