Newsletter
Currency Debasement for Dummies
"I'm keeping the money!" (Expires Sunday)
Newsletter
Pieces Falling into Place?
3 Worries for 2026 - AI, Oil, Fiscal
Stock 9/25
Getting long the rise of the no-brand brand
Newsletter
TikTok President
The final boss of short-form content and the future of Europa
Newsletter
The Review (1 minute reading time)
Two event-driven trades and one reading list.
Newsletter
Philo's Academy
Special offer: Win the course (or get 30% off)
Technology
Special Situationship
When the stars align with distribution and scale.
Newsletter
Currency Debasement for Dummies
Gold, Silver and Why Real Assets?
Newsletter
Saudi is opening up
Vision 2023 meets Cost of Capital
Newsletter
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Newsletter
The Venezuela Acqui-Hire
Nvidia x Groq = USA x Venezuela (?)
Newsletter
Wakey Wakey, Money Never Sleeps..
What's going on with Silver? The Debasement Trade.