Stock 6/25
Dominant, Predictable, Cash-Flow Generative.
Latest
Life Cycles are Life
Life Cycle > Hype Cycle
Stock 5/25
NED up double digits, we continue.
Dollar
Back from the brink / May 2025
Art of War Vs Art of the Deal.
investing resources
Investing like a Greek God
Lessons from Mythology.
Breakout by Philo
Schrodinger's USD // When Gold & Bonds Collide
Issue #13. The (tariff) brink and back? Nasdaq hit the level and is bouncing. Gold overdone etc.
Dollar
What the hell is happening? April 2025
GOLD STANDARD - DOLLAR STANDARD - NO STANDARD
Newsletter
The Confidence Differential
Pandora's Box > Rate Differential. It's all relative.
stocks
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”...
OPEC Infighting
Reading the setup in OPEC and Crude.