Newsletter
The Trump 2.0 Thematic
All Philoinvestor Trump 2.0 pieces organised here.
Newsletter
You're leaving Yen on the table...
For FX traders: Two trades on the USD/JPY that we telegraphed in the Philochat.
The Europe Thematic
Is the Euro here to stay?
Newsletter
The Philoinvestor Machine
How do we spot 5X's like Duolingo, fade hype like MRNA, and time reversals on USD/JPY and Crypto — without relying on guess work?
Technology
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender
Newsletter
What Trump's tantrum means for markets
Beijing’s move wasn’t tactical, it was strategic
Technology
The Central Bank of Nvidia
NVDA has replaced the Fed. The next phase of the cycle.
Technology
They drank the Kool-AI-d
Now what?
Downside at AI
Released from paywall
Newsletter
The Central Bank of NVDA
Noise > Signal and the hidden dimension. Video presentation inside.
Macro
Post-Transitory Fed: Losing the anchor
The problem is multi-layered. Really.
No-End Dividend
Stock 7/25
>10% earnings yield and a growing dividend since forever...