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Saudi is opening up
Vision 2023 meets Cost of Capital
Jan 8
7
1
1
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Jan 3
17
1
6
December 2025
Currency Debasement for Dummies
The Silver Trade. Don't be so linear.
Dec 31, 2025
10
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
23
4
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
2
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
Bom Dia, Philo! 🇧🇷
The case for a bull market in Brazilian equities and a post-Lula Government
Nov 10, 2025
11
2
4
The Current state of AI
Short thoughts on the AI Cycle - and a pivot towards the Power Cycle ☢️
Nov 8, 2025
8
1
3
The NVDA Double Top
How I shorted NVDA for an ~8% profit in 2 days
Nov 7, 2025
10
1
1
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