Dollar Maximalism
Sophism and the future of the US Dollar
Philoinvestor
generalist investor. they call me Philo.
Breakout by Philo
AI tired, Macro moves, Setups, Crypto
Breakout by Philo, Issue #4.
Testing out Moshi AI (new chatbot)
Philo speaking to an AI chatbot, worth a listen!
Where are the Safe Havens?
Ideas, Trades, Shifts.
Newsletter
Create the Alter Ego
We've done it all, except learn how to live
My Contra & the Mind of the Market
"Everything is AI"
Breakout by Philo
Nvidia No More
Momentum shifts from front side to back side
Newsletter
First €xit
Where do we go from here? How to play it.
Podcast
The Case for a Right Wing Europe
and its financial consequences
Why the Yen will continue crashing, and what will make it stop.
Pushing the limits of fiscal stimulus, sovereign debt and Keynesianism
AI
What Stage?
Where we are in the cycle - and what makes it special.
The effect of the EU's Digital Rules on Big Tech+
6 Gatekeepers + more coming? AAPL, META, AMZN, GOOG, MSFT