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Not an export ban: What Trump's tantrum means for markets
Beijing’s move wasn’t tactical, it was strategic
Oct 12
12
The Central Bank of Nvidia
NVDA has replaced the Fed. The next phase of the cycle.
Oct 2
21
1
They drank the Kool-AI-d
Now what?
Sep 28
12
1
Post-Transitory Fed: Losing the anchor
The problem is multi-layered. Really.
Sep 22
16
Stock #7
>10% earnings yield and a growing dividend since forever...
Sep 14
14
Far-from-Equilibrium Danger
Read inside why you won't survive markets without this.
Sep 13
16
Cracks in the Machine
Even $1 trillion in capex can't save us.
Sep 6
9
Going in reverse?
AI + Crypto = Risk Off.
Aug 30
10
2
Philoinvestor
Philoinvestor
generalist investor. they call me Philo.
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