Sitemap - 2024 - Philoinvestor

Biden's Techno-Imperial Cycle

Broken Markets

Cutting Cycles at the Gate

Dollar Maximalism

AI tired, Macro moves, Setups, Crypto

Testing out Moshi AI (new chatbot)

Where are the Safe Havens?

Create the Alter Ego

My Contra & the Mind of the Market

Nvidia No More

First €xit

The Case for a Right Wing Europe

Why the Yen will continue crashing, and what will make it stop.

What Stage?

The effect of the EU's Digital Rules on Big Tech+

NVIDIA and its future. Sure thing?

2+1 stocks that I like at the moment

Downside at Google

Not interested in the "Magnificent Seven"

The Fed: Threading the Needle

The Battle for Europa

How I shorted Tesla and what I did wrong

Thoughts on the Euro/EU

USD is the worst FX, except for all the others.

Thoughts on the Yen Trade

Micro-Cap Opportunity $PHILO1

Thoughts on Gold and the setup

Downside at Palantir

Weaponisation of AI (stuck in a prisoner's dilemma)

Binge on Philo

WTHIH? March 2024. Fed Agenda & Valuation

Downside at Microsoft

PODCAST: Philo interviewed by Security Analysis

Greater Fool Private Equity

Covid Vaccines & the AI Complex

AI and Crypto. Going parabolic, but for how long?

The AI Twilight Zone

Is the US military-industrial complex a ponzi?

A note on Glencore

Downside at Apple. (I wouldn't touch this here)

Vermilion Energy (vs A.I.)


Is the Nasdaq in a Reflexive Bubble?

Downside at NVIDIA (and the Nasdaq at large)

Avon Protection, turning the corner.

PODCAST: Philo interviewed by Brandon from Value Hive

Shouldn't I just invest in the S&P?

Lowering inflation lifts all assets.