Archive - Philoinvestor

>10% earnings yield and a growing dividend since forever...

Sep 14

Far-from-Equilibrium Danger

Read inside why you won't survive markets without this.

Sep 13

Cracks in the Machine

Even $1 trillion in capex can't save us.

Sep 6

August 2025

Going in reverse?

AI + Crypto = Risk Off.

Aug 30

No, Apple doesn't need to buy Perplexity. It already owns the interface.

Why Apple is ahead of the pack in AI, and no one gets it.

Aug 19

Nvidia's future and the Chinese market

Chat GPT-5 and the era of "Compute Rationing"

Aug 14

3:52

AI Wars: China just pulled the plug

But on who? Sizing the damage.

Aug 13

Gaining an edge in trading

What you must do to succeed, that no one really does..

Aug 8

1:33

Ethereum Treasury Companies

Grift & Greed in Crypto.

Aug 7

Gaining confidence as an investor

....and how to make the big bucks in investing

Aug 7

2:12

A friend asked me about Philo's Academy

Listen now | A voice note with thoughts on Zero to Hero

Aug 5

3:26

What the hell is happening? August 2025

Market brief: AI Bust scenaria and historical analogies to the 2000s. Reality Vs Expectations spread is widening. Feeble 493 > Magnificent 7 etc.

Aug 4

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts