Archive - Philoinvestor

German Politics in Shambles

CDU, AfD and the future of Germany...

16 hrs ago

2:12

A hot NFP means a hot USD

Techno-Imperial Cycle keeps on cycling & What regime are we in?

Oct 4

So you wannabe an investor?

Listen now | And the formula for being a good investor

Oct 3

1:47

The AI boom/bust

Thoughts on the boom/bust 🔄

Oct 2

2:21

MBS Ambition = Crude Awakening

Where is Oil going and what will it affect? #OffshoreDrilling

Oct 1

2:30

September 2024

Thoughts on China

Is this stimulus going to do the trick?

Sep 30

2:41

What's happening in China?

Historical context, objectives, analogies and my pushback

Sep 28

Why the Fed cut by 50

What it means and the way forward..

Sep 20

The Brewing Trump Trade

A holistic approach.

Sep 17

AI Confusions & Trend Reversal

New Year, New Markets... PARADIGM SHIFT WARNING

Sep 6

Global Macro et al.

Issue #6. FX, Metals, Energy and the broader macro landscape.

Sep 2

August 2024

Thoughts on the Yen

Carry trades and confusions

Aug 22

3:44

#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