politics
Biden's Techno-Imperial Cycle
...and the Techno-AI Cycle as part of it
Newsletter
Newsletter
Cutting Cycles at the Gate
Time for sovereigns?
politics
Dollar Maximalism
Sophism and the future of the US Dollar
Breakout by Philo
AI tired, Macro moves, Setups, Crypto
Breakout by Philo, Issue #4.
Newsletter
Where are the Safe Havens?
Ideas, Trades, Shifts.
Newsletter
Create the Alter Ego
We've done it all, except learn how to live
Newsletter
My Contra & the Mind of the Market
"Everything is AI"
Breakout by Philo
Nvidia No More
Momentum shifts from front side to back side
Newsletter
First €xit
Where do we go from here? How to play it.
Macro
Why the Yen will continue crashing, and what will make it stop.
Pushing the limits of fiscal stimulus, sovereign debt and Keynesianism
AI
What Stage?
Where we are in the cycle - and what makes it special.
Technology
The effect of the EU's Digital Rules on Big Tech+
6 Gatekeepers + more coming? AAPL, META, AMZN, GOOG, MSFT