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Bom Dia, Philo! 🇧🇷
The case for a bull market in Brazilian equities and a post-Lula Government
Nov 10
11
2
4
Latest
Top
Discussions
The Current state of AI
Short thoughts on the AI Cycle - and a pivot towards the Power Cycle ☢️
Nov 8
7
2
The NVDA Double Top
How I shorted NVDA for an ~8% profit in 2 days
Nov 7
10
1
1
Hanging from an AI thread
Global Macro et al.
Oct 31
9
5
The Trump 2.0 Thematic
All Philoinvestor Trump 2.0 pieces organised here.
Oct 29
3
1
1
You're leaving Yen on the table...
For FX traders: Two trades on the USD/JPY that we telegraphed in the Philochat.
Oct 23
2
3
The Europe Thematic
Is the Euro here to stay?
Oct 23
8
2
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
7
3
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Philoinvestor
generalist investor. they call me Philo.
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