Newsletter
Bessent's Detox
Just a "Detox" or a Recession?
Latest
Downside at AI. Part #2
Red Flags in AI: Satya’s Take, Nvidia’s Margins & the Custom Silicon Threat.
Greggs
Pulling all the right levers.
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.
Breakout by Philo
DeepSeek and Tariffs.
Issue #11. Historical events break historical patterns. Where are we now?
Is DeepSeek the needle that pins the bubble? 📌
A thought experiment, but with practical applications.
Musings on Crazy Markets
The BEAST is morphing... What can you do?
Jumbo
Unique retailer. Crazy margins. Strong dividend.