Sitemap - 2025 - Philoinvestor

The NVDA Double Top

Hanging from an AI thread

The Trump 2.0 Thematic

You're leaving Yen on the table...

The Europe Thematic

The Philoinvestor Machine

The Central Bank of Nvidia, Part #2

What Trump's tantrum means for markets

The Central Bank of Nvidia

They drank the Kool-AI-d

Post-Transitory Fed: Losing the anchor

Stock #7

Far-from-Equilibrium Danger

Cracks in the Machine

Going in reverse?

No, Apple doesn't need to buy Perplexity. It already owns the interface.

Nvidia's future and the Chinese market

AI Wars: China just pulled the plug

Gaining an edge in trading

Ethereum Treasury Companies

Gaining confidence as an investor

A friend asked me about Philo's Academy

What the hell is happening? August 2025

How I made 600% on the stock that cost Ackman $400M.

Why am I building Co-Trader 3000?

FOMO MARKET

Duolingo in the post-AI world

The AI Tech Playbook, Part #2

Crypto Vs Equities

Can Part-Time Investors Make Money?

The AI Tech Playbook

The Trump Bounce & IPO Trading

NED Index - Stock #6

Life Cycles are Life

NED Index - Stock #5

Back from the brink / May 2025

Investing like a Greek God

Schrodinger's USD // When Gold & Bonds Collide

What the hell is happening? April 2025

The Sunday Review

The Confidence Differential

How to Survive

MAGA AS RELIGION

POLICY ERROR?

OPEC Infighting

Bessent's Detox

Downside at AI. Part #2

Greggs

Nasdaq breaking down. Saylor breaking down too.

European Energy Or European Defence? Part #2

European Energy Or European Defence?

Paradigm Shift in the Transatlantic Partnership

Hesai & the LiDAR Opportunity

DeepSeek and Tariffs.

Is DeepSeek the needle that pins the bubble? 📌

Musings on Crazy Markets

Jumbo

THE MENTOR

Great Expectations

Donald, Unhinged.

Make Europe Great Again

COURSE: Traps & Reversals.