Newsletter
Apple's Microsoft moment.
Sherman Act Case against Apple increasingly possible. EU already pushing.
Newsletter
Newsletter
WHEN ARKK UNWIND?
How long can ARK sustain this terrible performance? $ARKK
Downside by Philo
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.
Newsletter
Updates on Wayfair, Farfetch & Vermilion Energy
Developments and updates on W, FTCH & VET
Newsletter
Remove more things.
Short essay on focus, simplicity and leverage.