Philoinvestor

Philoinvestor

Share this post

Philoinvestor
Philoinvestor
Sticky Inflation & Bankrupt Sovereigns...
Copy link
Facebook
Email
Notes
More
Breakout by Philo

Sticky Inflation & Bankrupt Sovereigns...

Issue #7. Offshore, Coal and our Core Topics.

Oct 13, 2024
∙ Paid
2

Share this post

Philoinvestor
Philoinvestor
Sticky Inflation & Bankrupt Sovereigns...
Copy link
Facebook
Email
Notes
More
4
Share

Equity Indices & AI

The Techno-AI trade is still going strong. The late-summer’s sell-off wasn’t strong enough to break the uptrend. But there are signs of weakness.

  • We will also look into the Yen carry trade

  • The Offshore Driller trade

  • The Dollar Index and the 10-Year

  • Crypto

  • The Nasdaq 100

  • And of course CHINA!

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Philoinvestor
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More