Podcast
Top-Down Trump & Pushbacks
Markets are adopting a one-sided thesis. But there are risks.
Latest
The Spell of Donald
A gedanken on market efficiency and themes in play. Deregulation and Tariffs. Fading the narrative.
Discussion with Philo & Stock Info
Discussion with Philo & Stock Info0:00/2001× Check out Stock Info’s X account and his linktree. The Stock Info Letter here. In our discussion we touched on the following: * On the evolving path of a trader * Using options and options strategies to grow an account * Long BABA
energy
State of Offshore ⚓️
A long/short story. To the brink and back. M&A potential.
Breakout by Philo
Big Tech nearing a breakdown?
AI theme & Big Cloud. What's the risk/reward on this?
crypto
Jumpstarting Network Effects
Bitcoin, Network Effects and Massive Value Creation
Capri has been cancelled
Tapestry > Capri deal blocked by Judge Rochon. But what about Offshore Drillers?
Downside by Philo
Downside at AI
Is it all pie in the Cloud? ☁️ 🥧 Part #1
Fever-Tree
High-Quality Dividend Payer. Growth Ahead. Premium Mixers Leader.
Podcast
Reverse Globalisation, Big Tech
and Chinese Tit for Tat...
Breakout by Philo
Sticky Inflation & Bankrupt Sovereigns...
Issue #7. Offshore, Coal and our Core Topics.
Podcast
Hiding in Gold
Beautiful Behaviour...