Philoinvestor
Subscribe
Sign in
Home
Podcast
Notes
Chat
Education & Mindset
Short Essays
Breakout by Philo
Downside by Philo
No-End Dividend
The Daily Philo
About
Latest
Top
Discussions
Investing like a Greek God
Lessons from Mythology
12 hrs ago
12
Share this post
Philoinvestor
Investing like a Greek God
Copy link
Facebook
Email
Notes
More
April 2025
Schrodinger's USD // When Gold & Bonds Collide
Issue #13. The (tariff) brink and back? Nasdaq hit the level and is bouncing. Gold overdone etc.
Apr 27
11
Share this post
Philoinvestor
Schrodinger's USD // When Gold & Bonds Collide
Copy link
Facebook
Email
Notes
More
What the hell is happening? April 2025
GOLD STANDARD - DOLLAR STANDARD - NO STANDARD
Apr 23
6
Share this post
Philoinvestor
What the hell is happening? April 2025
Copy link
Facebook
Email
Notes
More
The Sunday Review
Using technicals to get ahead in times of FLUX.
Apr 13
6
Share this post
Philoinvestor
The Sunday Review
Copy link
Facebook
Email
Notes
More
The Confidence Differential
Pandora's Box > Rate Differential. It's all relative.
Apr 11
5
Share this post
Philoinvestor
The Confidence Differential
Copy link
Facebook
Email
Notes
More
How to Survive
A guide to navigating the Trump 2.0 Paradigm Shift. Synthesising Lynch with Munger & Turning things on their head.
Apr 10
11
Share this post
Philoinvestor
How to Survive
Copy link
Facebook
Email
Notes
More
MAGA AS RELIGION
First as an idea, then as an ideology.
Apr 6
6
Share this post
Copy link
Facebook
Email
Notes
More
4
6:49
POLICY ERROR?
“Detox” is starting to sound a lot like “Transitory Inflation”...
Apr 4
1
Share this post
Copy link
Facebook
Email
Notes
More
6:41
OPEC Infighting
Reading the setup in OPEC and Crude.
Apr 4
7
Share this post
Philoinvestor
OPEC Infighting
Copy link
Facebook
Email
Notes
More
Bessent's Detox
Just a "Detox" or a Recession?
Apr 3
9
Share this post
Philoinvestor
Bessent's Detox
Copy link
Facebook
Email
Notes
More
March 2025
Downside at AI. Part #2
Red Flags in AI: Satya’s Take, Nvidia’s Margins & the Custom Silicon Threat.
Mar 20
6
Share this post
Philoinvestor
Downside at AI. Part #2
Copy link
Facebook
Email
Notes
More
2
Greggs
Pulling all the right levers.
Mar 13
10
Share this post
Philoinvestor
Greggs
Copy link
Facebook
Email
Notes
More
3
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts