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The Sunday Review

lock-1 05 Jan 2025
COURSE: Traps & Reversals.

COURSE: Traps & Reversals.

Reflections on creating a unique and high-value course.

04 Jan 2025
Pseudointellectuals

Pseudointellectuals

And profiting from them.

30 Dec 2024
J-Pow Flips the Script. FLUX Trading.

J-Pow Flips the Script. FLUX Trading.

Issue #10. Crypto Reversal. Hot Dollars. Quantum Computing Explodes.

lock-1 22 Dec 2024
PRICED IN!

PRICED IN!

An ode to market efficiency, or lack thereof.

21 Dec 2024
Petrobras Spaces from Summer '23

Podcast

Petrobras Spaces from Summer '23

Calvin Froedge, Giro Lino etc.

18 Dec 2024
💥DUMP YOUR CRYPTO 2.0💥

crypto

💥DUMP YOUR CRYPTO 2.0💥

Saylor's Cryptonite. Nailed the top in late '21, will do the same now.

14 Dec 2024
Ball Corporation

No-End Dividend

Ball Corporation

The largest aluminium packaging company in the world.

lock-1 09 Dec 2024
What is Content?

Podcast

What is Content?

What is Content?0:00/2001× Philoinvestor has >10,000 followers across Substack and X — others have 500,000 in much less time. But not all creators are made the same… I recorded this short clip this summer when I started thinking about the differences between content creators. Note

05 Dec 2024
Europe stopped dreaming

Podcast

Europe stopped dreaming

"No man is an island"

04 Dec 2024
The Bessent Pipe Dream

The Bessent Pipe Dream

What would Frédéric Bastiat do?

27 Nov 2024
Microstrategy, Bitcoin & Strange Attractors

Microstrategy, Bitcoin & Strange Attractors

A Sorosian take on the MSTR/BTC short circuit.

19 Nov 2024
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Philoinvestor

Philoinvestor

Investing in the Age of Fragility: Technology, Stocks & Global Macro.

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Philoinvestor

Investing in the Age of Fragility: Technology, Stocks & Global Macro.