2+1 stocks that I like at the moment
Market Confusions and Share Buybacks!
Downside by Philo
Downside at Google
Monopolies, Antitrust and Chatbot Risks...
Philo's Podcast
Launching the Notes to Self Concept and free content inside!
Equity themes to consider.
Fragile to change, Resilient Growers etc.
politics
The Battle for Europa
The road to global hegemony goes through Europe.
Newsletter
Binge on Philo
Getting yourself around Philoinvestor.
Breakout by Philo
Newsflash! Bear Market?
S&P500 and Nasdaq 100 both cross bearishly with today's move.
USD is the worst FX, except for all the others.
Breakout by Philo, Issue #3. Micro-Paradigm Shift.
investing resources
All my free content 🦉🫡
Curation of all free and released from paywall content
Technology
The race for Tech Supremacy
AI, Semiconductors, China, Taiwan and the world stuck in a prisoner's dilemma.
Downside by Philo
Downside at Palantir
Cult stocks and massive insider selling.
Weaponisation of AI (stuck in a prisoner's dilemma)
The fight for global dominance and corporate survival. Game theory and the law of unintended consequences. Tit for Tat and a race to the bottom.