Create the Alter Ego
We've done it all, except learn how to live
Latest
Newsletter
My Contra & the Mind of the Market
"Everything is AI"
Breakout by Philo
Nvidia No More
Momentum shifts from front side to back side
Newsletter
First €xit
Where do we go from here? How to play it.
Podcast
The Case for a Right Wing Europe
and its financial consequences
Macro
Why the Yen will continue crashing, and what will make it stop.
Pushing the limits of fiscal stimulus, sovereign debt and Keynesianism
What Stage?
Where we are in the cycle - and what makes it special.
Technology
The effect of the EU's Digital Rules on Big Tech+
6 Gatekeepers + more coming? AAPL, META, AMZN, GOOG, MSFT
NVIDIA and its future. Sure thing?
Let's have a think!
Newsletter
2+1 stocks that I like at the moment
Market Confusions and Share Buybacks!
Downside by Philo
Downside at Google
Monopolies, Antitrust and Chatbot Risks...
thoughts
Not interested in the "Magnificent Seven"
EVs, iPhones, Paid Search, Ads, Hyperscalers and AI.