Podcast
MBS Ambition = Crude Awakening
Where is Oil going and what will it affect? #OffshoreDrilling
Latest
Podcast
REVERSE laissez-faire is sinking China...
But is this stimulus going to do the trick?
Newsletter
What's happening in China?
Historical context, objectives, analogies and my pushback
Newsletter
Why the Fed cut by 50
What it means and the way forward..
Newsletter
The Brewing Trump Trade
Taxes, Rates, the Dollar...and the path forward for the empire
Newsletter
AI Confusions & Trend Reversal
New Year, New Markets... PARADIGM SHIFT WARNING
Breakout by Philo
Global Macro et al.
Issue #6. FX, Metals, Energy and the broader macro landscape.
Podcast
Thoughts on the Yen
Carry trades and confusions
Newsletter
Dr Martens. Here to stay.
Equity opportunity in misunderstood, growing and transforming brand.
Breakout by Philo
A.I. breaks. Macro moves. Stock setups.
Issue #5. General market setup + episodic pivots.
Newsletter
The story of the Greek investor
"How I learned investing and made a lot of money..."
Podcast
Thoughts on the Crash and Broader Context.
August 5th, 2024