You step foot into the barrow

Eldritch Capital was founded by a Scottish macro investor. For now, it is a collection of ramblings. The intention is to publish thoughts and analysis on investing, unconventionally. This is a truth seeking exercise, parting the veil to identify and understand true market opportunities and drivers. It may evolve.

Common themes will be: thematic investing, our impending sci-fi future, political landscape, and portfolio construction.

Views are my own. This is not investment advice. This venture is a personal one and unaffiliated with any professional role.