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NVIDIA and its future. Sure thing?

NVIDIA and its future. Sure thing?

Let's have a think!

24 May 2024
2+1 stocks that I like at the moment

2+1 stocks that I like at the moment

Market Confusions and Share Buybacks!

lock-1 21 May 2024
Downside at Google

Downside at Google

Monopolies, Antitrust and Chatbot Risks...

13 May 2024
Not interested in the "Magnificent Seven"

thoughts

Not interested in the "Magnificent Seven"

EVs, iPhones, Paid Search, Ads, Hyperscalers and AI.

lock-1 10 May 2024

Newsletter

Philo's Podcast

Launching the Notes to Self Concept and free content inside!

lock-1 05 May 2024
The Fed: Threading the Needle

thoughts

The Fed: Threading the Needle

A "Managed Narrative" Monetary Regime

04 May 2024
Equity themes to consider.

Equity themes to consider.

Fragile to change, Resilient Growers etc.

lock-1 02 May 2024
The Battle for Europa

politics

The Battle for Europa

The road to global hegemony goes through Europe.

02 May 2024
Binge on Philo

Newsletter

Binge on Philo

Getting yourself around Philoinvestor.

lock-1 29 Apr 2024
How I shorted Tesla and what I did wrong

How I shorted Tesla and what I did wrong

$TSLA short trade, April 2024

24 Apr 2024
Thoughts on the Euro/EU

thoughts

Thoughts on the Euro/EU

Going to 0.9?

16 Apr 2024
Newsflash! Bear Market?

Breakout by Philo

Newsflash! Bear Market?

S&P500 and Nasdaq 100 both cross bearishly with today's move.

lock-1 16 Apr 2024
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Philoinvestor

Investing in the Age of Fragility: Technology, Stocks & Global Macro.

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Philoinvestor

Investing in the Age of Fragility: Technology, Stocks & Global Macro.