The Sunday Review
“The European Bazooka and the need for monetary and fiscal stimulus in the EU.”
“Simplicity is the ultimate sophistication” —Leo Da Vinci
Read the previous issue of The Sunday Review here.
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Palantir & Excessive Market Phenomena. 3 minutes.
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2-hour podcast on Netflix, streamers, media distribution from September 2023 here.
Next one will be on Europe’s DEAD END. 🆘
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I felt compelled to break down Bessent’s Triple 3 plan to Make America Great Again. I didn’t like what I saw… 👀
Next Up 🇪🇺
“The European Bazooka and the need for monetary and fiscal stimulus in the EU.”
A long-form thematic piece on where the Union finds itself in all aspects (economical, political, moral/ethical, cultural, intangible, tangible etc.).
The Euro is once again flirting with parity, and below, the union is in disarray and weakening economically — and that’s not even their biggest problem! Don’t miss this one!
Just some of the things I will write about:
How we got here
Chicken and the egg problem
The principal-agent problem
Conflicts of interest. Internal, External etc.
The way forward and what needs to be done about it (and how)
Ways to play the bounce in Europe or the disintegration of the EMU — which is what’s happening now.
I expect serious developments in Europe within 2025. This essays is our attempt to be as ready as possible.
Luck = Preparation + Opportunity 🫡
Note: If you want to widen your scope in terms of where the world is and how the puzzle gets solved — this is required reading, together with my other thematic essays.
Zero to Hero Investing 🦉✍️
Investing for Beginners and Professionals Re-discovering their Edge.
We are touching >50 prospective students for the course — launching January 2025. Join the waitlist here.
When you join, make sure you email me at thinker@philoinvestor.com to say hi because if I email you, it may go to your spam folder!
Sincerely,
Philo 🦉