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The AI Tech Playbook
From Silicon to Applications: Risks, Shifts, Opportunities.
Jun 17
6

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The AI Tech Playbook
The Trump Bounce & IPO Trading
Issue #14. CRWV, CRCL and IPO Trading. Gold & Reserve Assets.
Jun 10
4

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The Trump Bounce & IPO Trading
NED Index - Stock #6
Dominant, Predictable, Cash-Flow Generative.
May 30
4

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NED Index - Stock #6
Life Cycles are Life
Life Cycle > Hype Cycle
May 25
14

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Life Cycles are Life
2
NED Index - Stock #5
Adding two names to the NED
May 21
6

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NED Index - Stock #5
Back from the brink / May 2025
Art of War Vs Art of the Deal.
May 16
11

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Back from the brink / May 2025
2
Investing like a Greek God
Lessons from Mythology
May 4
25

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Investing like a Greek God
5
Schrodinger's USD // When Gold & Bonds Collide
Issue #13. The (tariff) brink and back? Nasdaq hit the level and is bouncing. Gold overdone etc.
Apr 27
12

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Schrodinger's USD // When Gold & Bonds Collide
Philoinvestor
Philoinvestor
Business Owner Mindset. Long Term Investing. Macro. Geopolitics. Polymath. Educator @ philomastery.com
Investment Philosophy
You can't beat me
Good Son, Bad Son story
Power of market agnosticism
The Democracy of Capitalism
Money Vs Skill
Investing is an endless poker game
Investing with a conservative mindset
On Value Investing - Part 1
Double Standards & Great Expectations
Rufus: Portrait of an anti-investor
Rufus: Quest for the Safe Stock
So you wanna be an investor?
Why you want stocks to go down
Shipping as options trading
What's your risk?
Deconstructing efficient markets and constructing optimal portfolios
The dimension of time and its cycles in financial markets
Why Gentlemen Prefer Real Estate
Shadows & Traps
Thematic
Peak American Empire
Is the Euro here to stay?
The Greek Inflection Point
The Spell of Abe 🇯🇵
Japan's financial mess
Realpolitik > Justpolitik 🇩🇪
German energy politics and history
Global effects from the Russo-Ukrainian War
(financial ramifications)
Losing control of Africa
Short Essays
Starting from 0
Remove more things
On Currency (Debasement) Risk
Dealing with randomness
Quitting Coffee
True Zen never stops
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