politics
What the hell is happening? August 2025
The AI stack is a reflexive loop. The debt is a flaming comet. And you’re still buying the dip? Thoughts on "Biden 2.0" and market scenarios for this term.
politics
The AI stack is a reflexive loop. The debt is a flaming comet. And you’re still buying the dip? Thoughts on "Biden 2.0" and market scenarios for this term.
investing resources
What do you choose? Where do you go? Thoughts.
Breakout by Philo
Issue #13. The (tariff) brink and back? Nasdaq hit the level and is bouncing. Gold overdone etc.
crypto
Saylor's Cryptonite. Nailed the top in late '21, will do the same now.
crypto
Bitcoin, Network Effects and Massive Value Creation