A daily market briefing. A monthly house view. Understanding the Asset — a monthly study of a single asset class: its economics, its structures, and the incentives that shape it. Written from the buy side. And From the Inside — the one series that is not about markets: running this family office on an AI operating layer, published in the open.
Longer pieces from our CIO desk. Open to everyone, no sign-up needed.
Chip life decides what a dollar of capex earns. Falling token prices decide how long it keeps earning it.
Read the paper (PDF)One asset class taken apart in plain words, once a month. Open to everyone, no sign-up needed.
What they protect against, and what they do not.
Read the paper (PDF)What gold is, what actually moves its price, and what follows from both for how a family should hold it.
Read the paper (PDF)How it works, the five ways to own it, and where the risk sits.
Read the paper (PDF)The one series here that is not about markets. NexSky runs its back office on software agents, with a person approving everything that leaves the firm. From the Inside reports what that is actually like — what works, what does not, failures included.