No-End Dividend
Fever-Tree
High-Quality Dividend Payer. Growth Ahead. Premium Mixers Leader.
Sticky Inflation & Bankrupt Sovereigns...
Issue #7. Offshore, Coal and our Core Topics.
A hot NFP means a hot USD
Techno-Imperial Cycle keeps on cycling & What regime are we in?
What's happening in China?
Historical context, objectives, analogies and my pushback
Why the Fed cut by 50
What it means and the way forward..
The Brewing Trump Trade
Taxes, Rates, the Dollar...and the path forward for the empire
AI Confusions & Trend Reversal
New Year, New Markets... PARADIGM SHIFT WARNING
Global Macro et al.
Issue #6. FX, Metals, Energy and the broader macro landscape.
Dr Martens. Here to stay.
Equity opportunity in misunderstood, growing and transforming brand.
Breakout by Philo
A.I. breaks. Macro moves. Stock setups.
Issue #5. General market setup + episodic pivots.
Newsletter
The story of the Greek investor
"How I learned investing and made a lot of money..."
stocks
Πως έμαθα το χρηματιστήριο, και κέρδισα πολλά λεφτά
The letter below was written by a friend of mine, after I asked him to sit and write down his emotions and memories on his investing journey. This happened shortly after he capitalised on a massive investment success, just this summer. The letter is written in Greek. Please do me