Podcast
The Case for a Right Wing Europe
and its financial consequences
Latest
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
AI
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...
Not interested in the "Magnificent Seven"
EVs, iPhones, Paid Search, Ads, Hyperscalers and AI.
Newsletter
Philo's Podcast
Launching the Notes to Self Concept and free content inside!
thoughts
The Fed: Threading the Needle
A "Managed Narrative" Monetary Regime
Newsletter
Equity themes to consider.
Fragile to change, Resilient Growers etc.
politics
The Battle for Europa
The road to global hegemony goes through Europe.