Archive - Philoinvestor

Schrodinger's USD // When Gold & Bonds Collide

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

21 hrs ago

What the hell is happening? April 2025

GOLD STANDARD - DOLLAR STANDARD - NO STANDARD

Apr 23

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

MAGA AS RELIGION

First as an idea, then as an ideology.

Apr 6

6:49

“Detox” is starting to sound a lot like “Transitory Inflation”...

Apr 4

6:41

OPEC Infighting

Reading the setup in OPEC and Crude.

Apr 4

Bessent's Detox

Just a "Detox" or a Recession?

Apr 3

March 2025

February 2025

European Energy Or European Defence? Part #2

Does Rheinmetall have a future? Thoughts on last night's elections and the broader EU setup.

Feb 24

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