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  • Context
    • USA as Hegemon
    • China, the Incumbent
  • Scenarios
    • Peaceful Transition
    • Engineered Crisis
    • The Great Unwinding
  • Investment Theses
    • China Tech Sovereignty
    • The New Commodity Leverage
    • Defense and Tech Autonomy
    • Global Energy Transition
    • Gold, the Ultimate Hedge
    • The Green Yuan
  • Newsletter
  • About
    • About Capital in Transition
    • Newsletter
    • Scenario Modelling

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Capital in Transition
  • Context
    • USA as Hegemon
    • China, the Incumbent
  • Scenarios
    • Peaceful Transition
    • Engineered Crisis
    • The Great Unwinding
  • Investment Theses
    • China Tech Sovereignty
    • The New Commodity Leverage
    • Defense and Tech Autonomy
    • Global Energy Transition
    • Gold, the Ultimate Hedge
    • The Green Yuan
  • Newsletter
  • About
    • About Capital in Transition
    • Newsletter
    • Scenario Modelling
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  • Invest in a Changing World Order – About Capital in Transition

Invest in a Changing World Order – About Capital in Transition

Invest in a changing world order

Welcome to Capital in Transition, a platform dedicated to exploring the forces shaping the future of global power, economics, and investing. We live in a period of historic change, where the post-1945 world order is giving way to new alignments, new risks, and new opportunities. Our aim is to help readers understand this transition, protect their capital, and identify where the next wave of growth and influence may come from.

The perspective here is neither alarmist nor complacent. Instead, it is rooted in the long cycles of history, informed by data, and focused on the practical implications for investors. By connecting current events to long-term scenarios, we seek to build a framework that allows individuals and institutions alike to make better strategic decisions.

If you would like to follow along with our analysis and insights, please subscribe to our newsletter

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Categories

  • China Tech Sovereignty
  • Cold War 2.0
  • Critical Resources & Commodity Leverage
  • Decline and Fall of the USA
  • Defense & Tech Autonomy
  • Electrification & Energy Transition
  • Engineered Crisis
  • Monetary Hedging (Gold)
  • Peaceful Transition
  • RMB Rise & “Green Yuan” Energy Trade
  • The changing world order
  • Uncategorized

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