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You're leaving Yen on the table...
For FX traders: Two trades on the USD/JPY that we telegraphed in the Philochat.
Oct 23
2
The Europe Thematic
Is the Euro here to stay?
Oct 23
6
The Philoinvestor Machine
How do we spot 5X's like Duolingo, fade hype like MRNA, and time reversals on USD/JPY and Crypto — without relying on guess work?
Oct 22
7
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender
Oct 19
17
What Trump's tantrum means for markets
Beijing’s move wasn’t tactical, it was strategic
Oct 12
15
The Central Bank of Nvidia
NVDA has replaced the Fed. The next phase of the cycle.
Oct 2
21
1
September 2025
They drank the Kool-AI-d
Now what?
Sep 28
13
1
Post-Transitory Fed: Losing the anchor
The problem is multi-layered. Really.
Sep 22
16
Stock #7
>10% earnings yield and a growing dividend since forever...
Sep 14
14
Far-from-Equilibrium Danger
Read inside why you won't survive markets without this.
Sep 13
16
Cracks in the Machine
Even $1 trillion in capex can't save us.
Sep 6
9
August 2025
Going in reverse?
AI + Crypto = Risk Off.
Aug 30
11
2
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