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Syncretica

Alex Turnbull

Investing, Tech, Dharma and Science

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues68Founded5 years agoLast Issuea month ago
Active

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Latest Issues

What Did We Learn?

For those of you who have not watched Burn After Reading the scene is here. A list that I may update over time:

With Enough Rockets and Drones Sovereignty is Possible without Nukes

Iran has beaten the United States to a humiliating de...

a month ago
43
2

Non-Recourse National Strategy

There are behavioral ticks you develop in any industry and real estate development and venture capital - while very different in many respects - share an important one: limited recourse. The VC writes a check into a fund vehicle. The fund w...

a month ago
76
9

Where To From Here?

First the current state of play:

  1. No vessels are exiting the Strait (yet): Clearly despite all the talk nobody with $50mm+ of metal to move and another $100mm+ of oil wants to risk it for now. Until that happens then oil markets remai...
a month ago
33
3

The Missing Model: Why Finance Has No Good Framework for Commodity Procurement Under Geopolitical Risk

There is an enormous gap at the intersection of portfolio theory, commodity procurement, and geopolitical risk. It is a gap that matters — for energy security, for critical minerals strategy, for anyone trying to think clearly about how nat...

2 months ago
51
8

Adversarial Dumping from the Gulf

Hindsight is perfect vision and at this point it is quite clear that all those clean marine fuel projects to drive shipping and agriculture using green ammonia would have been a good thing to have around right now. Projects like the Murchis...

2 months ago
21
2

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  • Alex Turnbull

    Energy investor based in Singapore

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