You can't beat me 👊
Memo to the passive investor.
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💬New Philochat
AI OpenAI ARR expectations were proven excessive, with the market getting a cold shower of downward revisions. Meanwhile, Anthropic is said to IPO within the next month. Firmus has cancelled its IPO as investors have pushed back on their A$44 billion valuation. We've explained ad nauseam how
Your money is no longer Triple A
What happens when the market starts pricing bonds accordingly?
💬New Philochat
NOT business as usual.
Flash Philo on Brazil 2026
Is there a second leg?