Archive - Philoinvestor

The AI Tech Playbook

From Silicon to Applications: Risks, Shifts, Opportunities.

Jun 17

The Trump Bounce & IPO Trading

Issue #14. CRWV, CRCL and IPO Trading. Gold & Reserve Assets.

Jun 10

May 2025

NED Index - Stock #6

Dominant, Predictable, Cash-Flow Generative.

May 30

Life Cycles are Life

Life Cycle > Hype Cycle

May 25

NED Index - Stock #5

Adding two names to the NED

May 21

Back from the brink / May 2025

Art of War Vs Art of the Deal.

May 16

Investing like a Greek God

Lessons from Mythology

May 4

April 2025

Schrodinger's USD // When Gold & Bonds Collide

Issue #13. The (tariff) brink and back? Nasdaq hit the level and is bouncing. Gold overdone etc.

Apr 27

What the hell is happening? April 2025

GOLD STANDARD - DOLLAR STANDARD - NO STANDARD

Apr 23

The Sunday Review

Using technicals to get ahead in times of FLUX.

Apr 13

The Confidence Differential

Pandora's Box > Rate Differential. It's all relative.

Apr 11

A guide to navigating the Trump 2.0 Paradigm Shift. Synthesising Lynch with Munger & Turning things on their head.

Apr 10

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