The Trump 2.0 Thematic
All Philoinvestor Trump 2.0 pieces organised here.
I recently started organising all pieces by theme into single posts for easy reference.
We published several Trump-centric pieces pre and post-election, laying the ground and managing expectations as the Trump 2.0 team talked a big game while misjudging the setup they were walking into.
1. The Brewing Trump Trade.
The Brewing Trump Trade
Reading Time: 16 minutes
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2. The Spell of Donald.
The Spell of Donald
“Countries are going to pay us back for all that we’ve done for the world.” —DJT
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3. The Bessent Pipe Dream.
The Bessent Pipe Dream
Is Scott Bessent a good or a bad economist?
Philoinvestor
4. Donald Unhinged.
Donald, Unhinged.
You have to agree with me, there’s some weird sh*t going on as of late. Trump isn’t even in the White House and he’s already running around like a bull in a China shop, lol.
Philoinvestor
5. Bessent’s Detox.
Bessent's Detox
“The market and the economy have become hooked, become addicted, to excessive government spending and there’s going to be a detox period.”
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6. MAGA AS RELIGION.
MAGA AS RELIGION
My thoughts on the essence of MAGA and Donald’s personality cult.
Philoinvestor
7. How to Survive.
How to Survive
On April 5th I published 🎙️ POLICY ERROR? and followed up with 🎙️ MAGA AS RELIGION, sharing my thoughts on the broader geopolitical and economic setup.
Philoinvestor
Sincerely, Philo 🦉
