Philoinvestor

Philoinvestor

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Breakout by Philo
Downside by Philo
No-End Dividend
Leaderboard
About
Far-from-Equilibrium Danger
Read inside why you won't survive markets without this.
15 hrs ago
5
Cracks in the Machine
Even $1 trillion in capex can't save us.
Sep 6
8
Going in reverse?
AI + Crypto = Risk Off.
Aug 30
10
2
No, Apple doesn't need to buy Perplexity. It already owns the interface.
Why Apple is ahead of the pack in AI, and no one gets it.
Aug 19
11
Nvidia's future and the Chinese market
Chat GPT-5 and the era of "Compute Rationing"
Aug 14
3
3:52
AI Wars: China just pulled the plug
But on who? Sizing the damage.
Aug 13
13
Gaining an edge in trading
What you must do to succeed, that no one really does..
Aug 8
1:33
Ethereum Treasury Companies
Grift & Greed in Crypto.
Aug 7
9
Philoinvestor
Philoinvestor
generalist investor. they call me Philo.
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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