Newsletter
The Brewing Trump Trade
Taxes, Rates, the Dollar...and the path forward for the empire
Philoinvestor
generalist investor. they call me Philo.
Newsletter
AI Confusions & Trend Reversal
New Year, New Markets... PARADIGM SHIFT WARNING
Breakout by Philo
Global Macro et al.
Issue #6. FX, Metals, Energy and the broader macro landscape.
Podcast
Thoughts on the Yen
Carry trades and confusions
Dr Martens. Here to stay.
Equity opportunity in misunderstood, growing and transforming brand.
A.I. breaks. Macro moves. Stock setups.
Issue #5. General market setup + episodic pivots.
Newsletter
The story of the Greek investor
"How I learned investing and made a lot of money..."
Podcast
Thoughts on the Crash and Broader Context.
August 5th, 2024
stocks
Πως έμαθα το χρηματιστήριο, και κέρδισα πολλά λεφτά
The letter below was written by a friend of mine, after I asked him to sit and write down his emotions and memories on his investing journey. This happened shortly after he capitalised on a massive investment success, just this summer. The letter is written in Greek. Please do me
politics
Biden's Techno-Imperial Cycle
...and the Techno-AI Cycle as part of it
thoughts
Broken Markets
Thoughts on passive, turnover, options complex and the FOMO
Cutting Cycles at the Gate
Time for sovereigns?