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Bom Dia, Philo! 🇧🇷
The case for a bull market in Brazilian equities and a post-Lula Government
Nov 10
8
2
The Current state of AI
Short thoughts on the AI Cycle - and a pivot towards the Power Cycle ☢️
Nov 8
6
The NVDA Double Top
How I shorted NVDA for an ~8% profit in 2 days
Nov 7
10
1
October 2025
Hanging from an AI thread
Global Macro et al.
Oct 31
9
The Trump 2.0 Thematic
All Philoinvestor Trump 2.0 pieces organised here.
Oct 29
3
1
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
8
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
18
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
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