"I told the European Union that they must make up their tremendous deficit with the United States by the large-scale purchase of our oil and gas. Otherwise, it is TARIFFS all the way!!!"
— Donald Trump, Truth Social post here.
—> I really hope you can see the joke in all this, and the myopic tactics of Trump 2.0. Be sure to check out Spell of Donald where I present my views and basically fade the narrative that markets started to adopt post-Trump election.
—> We will talk much more about the toxic relationship between the US and the EU in the upcoming big picture piece on the European Union. ETA, this week.
Read the previous Sunday Review here.
Podcasts 🎙️
Reflection on creating a unique investing course, 1-minute listen here.
Listen to Philo’s Podcast on your Spotify here. And turn notifications ON!
Dealing with pseudo-intellectuals and making money off them, 2-minute listen here. This piece was created as a result of this 👇
We nailed the top in MSTR with this short podcast while crypto bois were crying in the replies. Worth it.
I will be writing a piece on Emotional Detachment in trading and investing shortly — Brought to you by the Philoinvestor Education & Mindset section!
Select Tweets 🅧
Philoinvestor review of the year and what’s coming up here.
My predictions for 2025 here.
Chinese CSI300 breaking down on the Weekly, we talked about this previously. Tweet here.
AI narrative going to fade even more within 2025? Is peak hype cycle behind us? A great meme on Apple’s AI here.
New video coming up on Palantir and Celsius here.
Over a long enough period of time, everything is a business cycle 🥲
More thoughts on Apple’s valuation and how the market “values” companies these days… here.
Charlie Munger on his Belridge Oil massive mistake, one paragraph story here.
Recent Pieces 🦉 💥 🔄
Issue #10 of Breakout sent out last week — in the piece I revealed the charts and the commentary posted in the Philoinvestor Chat section (for subscribers only) — in real time as BTC was breaking down (if that’s your thing!).
DUMP YOUR CRYPTO 2.0. This is the sequel to the first Dump Your Crypto piece which called the Crypto peak of late ‘21.
Zero to Hero Investing 🦉✍️
Investing for Beginners and Professionals Re-discovering their Edge.
It’s time to make the next step in your investing journey. You’ve been winging it for too long — 2025 is the year you become more serious and intentional about it!
Join the waitlist here.
When you join, make sure you email me at thinker@philoinvestor.com to say hi because when I email you, it may go to your spam folder!
FURTHER Thoughts on Zero to Hero
A successful course is not about information.. it’s about TRANSFORMATION.
And offering a transformation is 100X harder than just curating information.
This is why the course is so valuable and why you should not hesitate to join.
If I could display the difference between information and transformation, it would be with this image 👇
The course will be heavy on knowledge, insight and wisdom.
Building this will be one of the hardest and most valuable things I will ever do.
Check out the course landing page here.
Make Europe Great Again
Expected to drop this week. Will be a banger, guaranteed.
Gift yourself an annual Philo for a discount here.
Sincerely,
Philo 🦉