Thoughts on the Crash and Broader Context.
August 5th, 2024
Thoughts on the Crash and Broader Context.
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Further Reading for Reference below
My blueprint for markets going forward.
Biden's Techno-Imperial Cycle
Reading Time: 12 minutes
Philoinvestor
Why did I expect cutting cycles and falling sovereign yields?
Cutting Cycles at the Gate
I sent this message to a (wealthy) friend on June 30th. When you think about economics, markets and politics all day — sometimes the trades just come to you (at 3AM in the morning).
Philoinvestor
Called out the peak on Nvidia stock here.
Nvidia No More
“It's not whether you're right or wrong, but how much money you make when you're right and how much you lose when you're wrong.”
Philoinvestor
How I kept up with markets from a technical perspective. My analysis showed me stocks and Crypto are getting tired, read the below.
AI tired, Macro moves, Setups, Crypto
What did we write about in the last issue? Click here.
Philoinvestor
For an easy navigation of all Philoinvestor content, check out our linktree and Binge on Philo
Sincerely,
Philo 🦉
