Philoinvestor
Subscribe
Sign in
Home
Podcast
Notes
Chat
Education & Mindset
Short Essays
Breakout by Philo
Downside by Philo
No-End Dividend
About
Latest
Top
Discussions
Crypto Winter, just in time.
Is this an existential crisis for the space?
16 hrs ago
15
3
Bom Dia, Philo! 🇧🇷
The case for a bull market in Brazilian equities and a post-Lula Government
Nov 10
11
2
4
The Current state of AI
Short thoughts on the AI Cycle - and a pivot towards the Power Cycle ☢️
Nov 8
8
1
3
The NVDA Double Top
How I shorted NVDA for an ~8% profit in 2 days
Nov 7
10
1
1
October 2025
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
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender
Oct 19
18
2
What Trump's tantrum means for markets
Beijing’s move wasn’t tactical, it was strategic
Oct 12
15
2
The Central Bank of Nvidia
NVDA has replaced the Fed. The next phase of the cycle.
Oct 2
21
1
7
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
