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Bom Dia, Philo! 🇧🇷
The case for a bull market in Brazilian equities and a post-Lula Government
Nov 10
The Current state of AI
Short thoughts on the AI Cycle - and a pivot towards the Power Cycle ☢️
Nov 8
The NVDA Double Top
How I shorted NVDA for an ~8% profit in 2 days
Nov 7
Hanging from an AI thread
Global Macro et al.
Oct 31
The Trump 2.0 Thematic
All Philoinvestor Trump 2.0 pieces organised here.
Oct 29
You're leaving Yen on the table...
For FX traders: Two trades on the USD/JPY that we telegraphed in the Philochat.
Oct 23
The Europe Thematic
Is the Euro here to stay?
Oct 23
The Philoinvestor Machine
How do we spot 5X's like Duolingo, fade hype like MRNA, and time reversals on USD/JPY and Crypto — without relying on guess work?
Oct 22
Philoinvestor
Philoinvestor
generalist investor. they call me Philo.
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