J-Pow Flips the Script. FLUX Trading.
Issue #10. Crypto Reversal. Hot Dollars. Quantum Computing Explodes.
💥DUMP YOUR CRYPTO 2.0💥
Saylor's Cryptonite. Nailed the top in late '21, will do the same now.
Ball Corporation
The largest aluminium packaging company in the world.
The Bessent Pipe Dream
What would Frédéric Bastiat do?
Breakout by Philo
Trump + AI = Trump Trap?
Issue #9. Post-Trump election moves and more AI Hype.
The Sunday Review
Late-week reversal. Capturing the Zeitgeist.
Newsletter
The Spell of Donald
A gedanken on market efficiency and themes in play. Deregulation and Tariffs. Fading the narrative.
State of Offshore ⚓️
A long/short story. To the brink and back. M&A potential.
Breakout by Philo
Big Tech nearing a breakdown?
AI theme & Big Cloud. What's the risk/reward on this?
crypto
Jumpstarting Network Effects
Bitcoin, Network Effects and Massive Value Creation
Newsletter
Capri has been cancelled
Tapestry > Capri deal blocked by Judge Rochon. But what about Offshore Drillers?
Downside by Philo
Downside at AI
Is it all pie in the Cloud? ☁️ 🥧 Part #1