Fundamental Reversion is an independent publication dedicated to examining how the erosion of first principles — and the resulting rise of abstraction — has reshaped the modern world.

Today, money represents debt, markets mirror flows rather than fundamentals, and institutions manage perception more than purpose. The mechanisms of value creation have become detached from the realities they once measured. Our mission is to chart this great abstraction — to understand how systems built on tangible foundations have drifted into symbolic self-reference, and what that means for the stability of finance, governance, and society itself.

Each essay applies a multidisciplinary lens — blending financial analysis, systems thinking, and historical context — to uncover the underlying structures that link economic behavior to social and political outcomes. We aim to make the complex intelligible without oversimplifying it, providing readers with the tools to see through the abstractions that dominate modern discourse.

This project grew from decades of experience in investment management, corporate leadership, and the offshore financial services sector. Having witnessed firsthand the widening divide between economic narrative and economic truth, Fundamental Reversion was founded to restore clarity, discipline, and coherence to the analysis of global systems.

We are not beholden to any institution, sponsor, or ideology. Independence is both our method and our mandate — allowing us to explore ideas freely, critique power honestly, and follow evidence wherever it leads.

Our publication is entirely reader-supported. Your subscriptions sustain the time, research, and rigor that go into every piece. We write for readers who value understanding over outrage, pattern recognition over prediction, and substance over spectacle.

At Fundamental Reversion, we believe that progress requires reversion — a conscious return to the principles that made systems resilient in the first place. In an era defined by abstraction, we seek to reconnect analysis with reality and thought with consequence.

If you’d like to engage or collaborate, please reach out at hello@FundamentalReversion.com.

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Seasoned finance professional and global observer. South African by birth, with experience in asset management and offshore investing. Active trader and investor in commodities, precious metals, and energy markets.