No-End Dividend
Stock 8/25
Another high-quality dividend-paying business franchise for the NED.
Latest
Newsletter
Quick Review by Philo ☢️🇧🇷₿
The future of Crypto. The Takaichi Trade. How does Offshore and Nuclear connect?
Newsletter
Crypto Winter, just in time.
This is an existential crisis for the space.
Newsletter
Crypto Winter or Crypto Hell?
Crypto's existential crisis.
Newsletter
☢️🇧🇷Two Options and one Downside🇺🇸
Why it's going to be tough for the US to perform well in 2026.
Bom Dia, Philo! 🇧🇷
The case for a post-Lula Brazil. What's the trade?
Newsletter
The Current state of AI
Short thoughts on the AI Cycle - and a pivot towards the Power Cycle ☢️
Newsletter
The NVDA Double Top
How I shorted NVDA for an ~8% profit in 2 days
Newsletter
Nuclear: The Next Battle
Similarities between the Nuclear and AI Cycles 👇
Breakout by Philo
Hanging from an AI thread
Global Macro et al.
Newsletter
Nuclear Supremacy ☢️
There is no (AI) Supremacy without abundant energy.
Newsletter
How Gold became the best performing asset
Macro Setup + Technical Execution = Caught the move on Gold