Newsletter
Currency Debasement for Dummies
The Silver Trade. Don't be so linear.
Latest
The American Exceptionalism Portfolio
Introducing Mr. ROI
2026 things
and an offer inside PLUS a Philo Surprise! 🎄🦉
End of Year Things. Brazil. Nuclear. Trading.
News and announcements: Raising the price to $750 on January 1st.
The Review
$1 of revenue reported as $7... NOW WHAT?
Newsletter
3 Worries for 2026 (and historical analogies)
The Bill is Coming Due.
Newsletter
The Review
What happened this week (in 3 minutes)
Newsletter
Wake Up Call (packed with memes)
The ROI is no longer "in the valuations..."
Breakout by Philo
Making sense of TPUs, Debasement and Takaichi
End of Year Mega Breakout by Philo - #Issue 18
Newsletter
Trading the Yen from the bottom
FX, Broader Macro and Philo's Thoughts: The Philochat
Newsletter
What the TPU is going on?
How Custom Silicon is turning things sideways, and then sideways again.
The Philo Bundle
For those interested in Philo's Academy. Master Investing. One Module at a tIme.