Technology
WTHIH? March 2024. Fed Agenda & Valuation
This is not a new bull market. Big Tech, Mag 7 and problems ahead.
Latest
Downside at Microsoft
Quality of Earnings, Peter Lynch and Warren Buffet.
PODCAST: Philo interviewed by Security Analysis
And more content inside. Nasdaq down 1.3% intraday.
Greater Fool Private Equity
The morphing landscape and its effect on PE sponsors.
AI
Covid Vaccines & the AI Complex
How did vaccine makers perform? How will AI perform?
Breakout by Philo
AI and Crypto. Going parabolic, but for how long?
Breakout by Philo, Issue #2
AI
The AI Twilight Zone
The Semiconductor complex is gapping down, and we still have 3 hours to close.
Is the US military-industrial complex a ponzi?
Military expenditure, John Keynes and NATO. World Domination 101.
Downside by Philo
A note on Glencore
Coal mergers, a drop in margins, cyclicality and China... what's the deal with Glencore right now?
Downside at Apple. (I wouldn't touch this here)
“I think the iPhone is the best consumer product ever. That's what I feel about it. And it's become so integrated and integral to our lives, you wouldn't think about leaving home without it.” — Tim Cook Subscribe now Philoinvestors know that Apple is one
Vermilion Energy (vs A.I.)
Oil & Gas -Vs- Semiconductors & A.I.
AI, AI, AI.
Nvidia's 13F filing and their new positions in ARM, Soundhound and NANO-X etc