Newsletter
Downside at AI
Released from paywall
Latest
Newsletter
PROMO: The Central Bank of NVDA
Noise > Signal and the hidden dimension. Video presentation inside.
Post-Transitory Fed: Losing the anchor
The problem is multi-layered. Really.
No-End Dividend
Stock 7/25
>10% earnings yield and a growing dividend since forever...
Breakout by Philo
Far-from-Equilibrium Danger
Read inside why you won't survive markets without this.
Newsletter
Cracks in the Machine
Even $1 trillion in capex can't save us.
AI
Going in reverse?
AI + Crypto = Risk Off
No, Apple doesn't need to buy Perplexity. It already owns the interface.
Why Apple is ahead of the pack in AI, and no one gets it.
AI
Nvidia's future and the Chinese market
Chat GPT-5 and the era of "Compute Rationing"
Technology
AI Wars: China just pulled the plug
But on who? Sizing the damage.
trading
Gaining an edge in trading
What you must do to succeed, that no one really does..
Newsletter
Ethereum Treasury Companies
Grift & Greed in Crypto.