Newsletter
European Energy Or European Defence? Part #2
Does Rheinmetall have a future? Thoughts on last night's elections and the broader EU setup.
Newsletter
Newsletter
European Energy Or European Defence?
Vermilion Energy Vs Rheinmetall. Updates on Glencore.
Newsletter
Paradigm Shift in the Transatlantic Partnership
Changing priorities, diverging interests and "holier than thou" friction.
Breakout by Philo
Hesai & the LiDAR Opportunity
Hesai Group Breaking Out ASAP! Robotaxis leader could be staging a comeback.
Breakout by Philo
DeepSeek and Tariffs.
Issue #11. Historical events break historical patterns. Where are we now?
Newsletter
Is DeepSeek the needle that pins the bubble? 📌
A thought experiment, but with practical applications.
No-End Dividend
Jumbo
Unique retailer. Crazy margins. Strong dividend.
Newsletter
Make Europe Great Again
PIVOT OR DEATH! Future of the Euro. Trading the Bounce.
Newsletter
The Sunday Review
Breakout by Philo
J-Pow Flips the Script. FLUX Trading.
Issue #10. Crypto Reversal. Hot Dollars. Quantum Computing Explodes.
crypto
💥DUMP YOUR CRYPTO 2.0💥
Saylor's Cryptonite. Nailed the top in late '21, will do the same now.
No-End Dividend
Ball Corporation
The largest aluminium packaging company in the world.