Newsletter
The Bessent Pipe Dream
What would Frédéric Bastiat do?
Newsletter
Breakout by Philo
Trump + AI = Trump Trap?
Issue #9. Post-Trump election moves and more AI Hype.
investing
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.
energy
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
No-End Dividend
Fever-Tree
High-Quality Dividend Payer. Growth Ahead. Premium Mixers Leader.
Breakout by Philo
Sticky Inflation & Bankrupt Sovereigns...
Issue #7. Offshore, Coal and our Core Topics.
Newsletter
A hot NFP means a hot USD
Techno-Imperial Cycle keeps on cycling & What regime are we in?