Newsletter
The bond market is cracking.
But you were forewarned.
Latest
Part #2 of Netflix world: Chopping up Mickey Mouse 🪤
All the trends and dynamics that will ultimately chop Mickey Mouse up.
This is a Netflix world, and we are all living in it. Part #1
Trends, themes and dynamics in the media space. Disney's woes, Netflix gains? Survival or reckoning for legacy media? Will the DTC pivot ever work? Big Tech lurking..
What's happening with Uranium?
And what would George Soros do?
Losing control of Africa.
Colonisers, open wounds and the rise of the alternative. Coup in Niger or the beginning of a new normal in Africa? China, Russia and Turkey.
Newsletter
What the hell is happening? July 2023
From a recession narrative to a recovery narrative. Real Assets Vs Fixed Assets. What to do? Price is what you pay, value is what you get. China+
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Invite your friends to read Philoinvestor
and get a complimentary subscription!
Newsletter
Dealing with randomness.
Short essay on luck, randomness and success.
Newsletter
Beijing's 31-point action plan
Translated in English.
Newsletter
WTHIH? EU politics and the future of NATO.
What the hell is happening? July 2023
stocks
Megapost Part #3
Philo updates on ASOS.
Shadows & Traps
Plato's Allegory of the Cave and how it relates to investing and markets