Newsletter
Why are stocks not dropping?
or why earnings yields and bond yields aren't the same thing...
Apple's Microsoft moment.
Sherman Act Case against Apple increasingly possible. EU already pushing.
WHEN ARKK UNWIND?
How long can ARK sustain this terrible performance? $ARKK
Downside at Moderna.
Why I think this "vaccine company" is flashing red. $MRNA
Downside by Philo
Why I don't like Transocean.
A pre-bankruptcy offshore driller.
Newsletter
WTHIH? The Suisse Version
But seriously, what the hell is happening?🇨ðŸ‡ðŸ”¥
Newsletter
WTHIH? The Bank Run Version of 2023
Silvergate, Silicon Valley and Signature go under. It' the Si-bank run.
Newsletter
Valaris. Unlocking more value.
Debt-free leading offshore driller has more levers to pull.
Newsletter
Peak American Empire
The weaponisation of currency
Newsletter
Is the Euro here to stay?
Forming the hypothesis for a disintegration of the Eurozone.
Newsletter
On Currency (Debasement) Risk.
Short essay on how currency debasement destroys wealth over time and what to do about it.
Updates on Wayfair, Farfetch & Vermilion Energy
Developments and updates on W, FTCH & VET