Newsletter
What's happening in China?
Historical context, objectives, analogies and my pushback
Newsletter
Newsletter
Why the Fed cut by 50
What it means and the way forward..
Newsletter
The Brewing Trump Trade
Taxes, Rates, the Dollar...and the path forward for the empire
Newsletter
AI Confusions & Trend Reversal
New Year, New Markets... PARADIGM SHIFT WARNING
Breakout by Philo
Global Macro et al.
Issue #6. FX, Metals, Energy and the broader macro landscape.
Newsletter
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
politics
Biden's Techno-Imperial Cycle
...and the Techno-AI Cycle as part of it
Newsletter
Cutting Cycles at the Gate
Time for sovereigns?
politics
Dollar Maximalism
Sophism and the future of the US Dollar