Seeker Capital.

Growth that sustains

Seeker Capital is my investment arm. The tagline — growth that sustains — is also the strategy: long-term capital behind durable businesses and asymmetric ideas, compounding at 35%+ returns. This hub is where the thinking lives: frameworks, positions, and the post-mortems that teach more than the wins.

Essays in this project

Jun 10, 2025 #investing

Can India break free from China's rare-earth magnetic grip?

China controls 90%+ of rare-earth magnets, and India's EV industry just felt the squeeze. What these magnets are, how they're made, and India's way out.

May 3, 2025 #investing

Position of countries, trade & liquidity in the new equation

The dollar-fed hierarchy is giving way to peer-to-peer liquidity, regional hegemons, and reciprocal demand — and India may be the biggest winner.

Apr 9, 2025 #investing

Trump's true ambition: break America's global liquidity tap

America built global prosperity by exporting its demand and drowning in debt. Trump's real project is shutting that liquidity tap — whatever it costs.

Apr 6, 2025 #investing

Decoding Trump's plan: the debt awakening

Why the tariff shock isn't madness — a conversation tracing America's debt problem to the UK's post-empire playbook, and the six moves that follow.

Next project — 03 · The Caveman Life →