How to Survive
A guide to navigating the Trump 2.0 Paradigm Shift. Synthesising Lynch with Munger & Turning things on their head.
politics
MAGA AS RELIGION
First as an idea, then as an ideology.
Macro
POLICY ERROR?
“Detox” is starting to sound a lot like “Transitory Inflation”...
resources
OPEC Infighting
Reading the setup in OPEC and Crude.
Newsletter
Bessent's Detox
Just a "Detox" or a Recession?
Downside at AI. Part #2
Red Flags in AI: Satya’s Take, Nvidia’s Margins & the Custom Silicon Threat.
No-End Dividend
Greggs
Pulling all the right levers.
Breakout by Philo
Nasdaq breaking down. Saylor breaking down too.
Issue #12. The importance of the >2 Year AI Trend.
Newsletter
European Energy Or European Defence? Part #2
Does Rheinmetall have a future? Thoughts on last night's elections and the broader EU setup.
Newsletter
European Energy Or European Defence?
Vermilion Energy Vs Rheinmetall. Updates on Glencore.
Newsletter
Paradigm Shift in the Transatlantic Partnership
Changing priorities, diverging interests and "holier than thou" friction.
Breakout by Philo
Hesai & the LiDAR Opportunity
Hesai Group Breaking Out ASAP! Robotaxis leader could be staging a comeback.