The Patience Premium
Why duration remains the most underpriced asset in institutional portfolios.
2026
Content
Writing from the intelligence desk.
Compute as Sovereign Infrastructure
Mapping the capital stack forming around energy, silicon, and model weights.
2026Corridors: West Africa and the Atlantic
Trade, capital, and the quiet reordering of frontier market access.
2026Regimes, Not Cycles
A framework for positioning when volatility is structural rather than episodic.
2026Subscribe for new work as it publishes — Substack.