Your money is no longer Triple A
What happens when the market starts pricing bonds accordingly?
Latest
Flash Philo on Brazil 2026
Is there a second leg?
Your 401(k) is a Ponzi
And you're getting wiped out too.
The (Meme) Review by Philo
Around the world in 80 memes.
Stock #11
Invisible optionality.
Are AI Labs too big to fail?
It makes no difference.
ShitAI
It's the end of the world so let's make some money!
Can Netflix take on YouTube?
Opening up new markets with the Wedge Strategy.
Does Trump have an UNO Reverse card up his sleeve?
The day can still be saved...
The Review by Philo
Coal, AI and Regime Changes.
The Data Center Strikes Back
"No. I am your father."
Content is King. Distribution is Given.
Universal Music Group.
Japan
Flash Philo on Yentervention
You always need an angle
Netflix: Leveraging Distribution
And Charlie Munger's Secret Rule
energy
CoalAI.
Core Natural Resources: Coal Cannibal
AI
Flash Philo on Memory
The cure for high prices is high prices. June 2026.
AI
The Alchemy of Elon - Part 1
Space Crusade. Elon's Premium.
AI
AI Brothers
OpenAI, Anthropic, SpaceX
AI
The Twilight Period
I can hear the howls...
AI
Sell the IPO?
Bubble Complications
AI
Stack Alliances: NVIDIA x Microsoft
Jensen's plan to take over the world.
Japan
The Rise of Sanakatsu サナ活
Where do we Yen from here?
AI
No Ram. No Story.
Won Moon? 🇰🇷
AI
Food & Macro
Everything vs Artificial Intelligence: Part 2