Newsletter
Dr Martens. Here to stay.
Equity opportunity in misunderstood, growing and transforming brand.
Latest
A.I. breaks. Macro moves. Stock setups.
Issue #5. General market setup + episodic pivots.
The story of the Greek investor
"How I learned investing and made a lot of money..."
Thoughts on the Crash and Broader Context.
August 5th, 2024
Πως έμαθα το χρηματιστήριο, και κέρδισα πολλά λεφτά
The letter below was written by a friend of mine, after I asked him to sit and write down his emotions and memories on his investing journey. This happened shortly after he capitalised on a massive investment success, just this summer. The letter is written in Greek. Please do me
politics
Biden's Techno-Imperial Cycle
...and the Techno-AI Cycle as part of it
thoughts
Broken Markets
Thoughts on passive, turnover, options complex and the FOMO
Newsletter
Cutting Cycles at the Gate
Time for sovereigns?
politics
Dollar Maximalism
Sophism and the future of the US Dollar
Breakout by Philo
AI tired, Macro moves, Setups, Crypto
Breakout by Philo, Issue #4.
Podcast
Testing out Moshi AI (new chatbot)
Philo speaking to an AI chatbot, worth a listen!
Where are the Safe Havens?
Ideas, Trades, Shifts.