Melting Point

Gallium melts at 29.76°C — just below body temperature. Hold it in your hand and it changes state. Markets work the same way. Shifts rarely announce themselves; they emerge when a few degrees of pressure accumulate unnoticed. Melting Point is where we examine the conditions, the catalysts, and the thresholds that precede regime change — in macro, in markets, and in the assumptions most portfolios are built on.

April 9, 2026

Navigating Turbulent Geopolitics to Stay the Course on Sustainable Investment

The Hormuz crisis has done in six weeks what a decade of climate policy could not. Asia's energy security imperative and the structural case for sustainable investment are now the same argument — and the policy responses unfolding across the region confirm it.
March 24, 2026

Middle East Escalation and the Stagflation Risk Markets Aren’t Pricing

Escalating Middle East conflict raises the probability of a stagflationary regime in the U.S. — a scenario the market is not pricing and most portfolios are not positioned for. Gold stands out as the asset with the cleanest risk-reward under this framework.