investing resources

Crypto Vs Equities

What do you choose? Where do you go? Thoughts.

Can Part-Time Investors Make Money?

REALITY OR TRAP?

Newsletter

The AI Tech Playbook

From Silicon to Applications: Risks, Shifts, Opportunities.

Breakout by Philo

The Trump Bounce & IPO Trading

Issue #14. CRWV, CRCL and IPO Trading. Gold & Reserve Assets.

No-End Dividend

Stock 6/25

Dominant, Predictable, Cash-Flow Generative.

investment mindset

Life Cycles are Life

Life Cycle > Hype Cycle

Stock 5/25

NED up double digits, we continue.

Back from the brink / May 2025

Art of War Vs Art of the Deal.

Investing like a Greek God

Lessons from Mythology.

Schrodinger's USD // When Gold & Bonds Collide

Issue #13. The (tariff) brink and back? Nasdaq hit the level and is bouncing. Gold overdone etc.

What the hell is happening? April 2025

GOLD STANDARD - DOLLAR STANDARD - NO STANDARD

The Confidence Differential

Pandora's Box > Rate Differential. It's all relative.