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Keep my Inbox Clean
Some Substack Spring Cleaning
14 hrs ago
1
TikTok President
The final boss of short-form content and the future of Europa
Jan 18
5
2
1
Special Situationship
When the stars align with distribution and scale.
Jan 15
11
Saudi is opening up
Vision 2023 meets Cost of Capital
Jan 8
8
1
1
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Jan 3
18
1
7
December 2025
Currency Debasement for Dummies
The Silver Trade. Don't be so linear.
Dec 31, 2025
12
4
3 Worries for 2026 (and historical analogies)
The Bill is Coming Due
Dec 20, 2025
10
4
Wake Up Call (packed with memes)
The ROI is no longer "in the valuations..."
Dec 11, 2025
24
6
Making sense of TPUs, Debasement and Takaichi
End of Year Mega Breakout by Philo - #Issue 18
Dec 7, 2025
18
5
What the TPU is going on?
How Custom Silicon is turning things sideways, and then sideways again.
Dec 3, 2025
12
2
3
November 2025
Stock 8/25
Another high-quality dividend-paying business franchise for the NED.
Nov 27, 2025
10
4
Crypto Winter, just in time.
Is this an existential crisis for the space?
Nov 18, 2025
17
4
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