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Education & Mindset
Short Essays
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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
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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
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Philoinvestor
generalist investor. they call me Philo.
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