Fever-Tree
High-Quality Dividend Payer. Growth Ahead. Premium Mixers Leader.
Philoinvestor
generalist investor. they call me Philo.
Reverse Globalisation, Big Tech
and Chinese Tit for Tat...
Sticky Inflation & Bankrupt Sovereigns...
Issue #7. Offshore, Coal and our Core Topics.
Podcast
Hiding in Gold
Beautiful Behaviour...
German Politics in Shambles
CDU, AfD and the future of Germany...
Newsletter
A hot NFP means a hot USD
Techno-Imperial Cycle keeps on cycling & What regime are we in?
Podcast
So you wannabe an investor?
And the formula for being a good investor
The AI boom/bust
Thoughts on the boom/bust 🔄 - Reflexive Bubble piece released from paywall.
MBS Ambition = Crude Awakening
Where is Oil going and what will it affect? #OffshoreDrilling
REVERSE laissez-faire is sinking China...
But is this stimulus going to do the trick?
Newsletter
What's happening in China?
Historical context, objectives, analogies and my pushback
Newsletter
Why the Fed cut by 50
What it means and the way forward..