Welcome to North Tech Capital
North Tech Capital is built for a certain kind of investor.
Curious. Disciplined. Focused on the efficiency of capital allocation, and on the opportunities most of the market overlooks.
Why We Publish
The modern financial world is deafening.
Endless headlines. Viral predictions. “Hot takes” dressed up as insight.
We prefer signal to noise.
This publication documents how technology, liquidity, and capital interact across global markets — offering clear, data-driven context for long-term investors.
We’re not here to forecast.
We’re here to understand the environment that shapes outcomes.
What You’ll Get
Free Subscribers receive:
Weekly memos on macro trends, liquidity, and mega-cap tech
Commentary on the global forces driving capital flows
Occasional insights on valuation and innovation cycles
Substack is where we analyse the why behind market movement — the macro perspective that guides disciplined investing.
For Paid Subscribers
Paid members receive full access to all premium content, including:
Tactical Briefings: Frequent short-term technical insights and annotated charts covering near-term market structure and momentum across mega-cap tech.
Research Reports: In-depth, long-form reports exploring the major structural themes shaping global technology and capital markets.
Monthly Briefings (including the Global Tech 15 portfolio): A concise monthly review of performance trends, macro developments, portfolio commentary, and a rotating deep-dive theme — including our full analysis of out mega-cap tech portfolio, The Global Tech 15.
Subscribers also unlock full access to the complete premium archive.
Why It Matters
Most investors are drowning in information.
But wisdom, the kind that compounds, is scarce.
We believe the next era of wealth creation belongs to those who understand how technology, liquidity, and discipline align.
Our goal is to make that understanding visible and actionable through clarity, transparency, and proof.
Join the Journey
We’re not here to predict.
We’re here to observe and to understand.
If you value independent thinking over hype, subscribe now and follow along as we explore how technology, capital, and discipline shape the future of investing.
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