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Thoughts on the Euro/EU
Going to 0.9?
Apr 16
1:57
4
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Thoughts on the Euro/EU
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3
USD is the worst FX, except for all the others.
Breakout by Philo, Issue #3. Micro-Paradigm Shift.
Apr 12
8
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USD is the worst FX, except for all the others.
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Thoughts on the Yen Trade
Morning of April 11th, 2024
Apr 11
2:01
3
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Thoughts on the Yen Trade
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Micro-Cap Opportunity $PHILO1
Equity piece on a micro-cap in the Autos space. Pivot + operating leverage = WOW
Apr 10
10
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Micro-Cap Opportunity $PHILO1
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Thoughts on Gold and the setup
Morning of April 10th, 2024
Apr 10
2:19
5
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Thoughts on Gold and the setup
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March 2024
Downside at Palantir
Cult stocks and massive insider selling.
Mar 27
10
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Downside at Palantir
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Weaponisation of AI (stuck in a prisoner's dilemma)
The fight for global dominance and corporate survival. Game theory and the law of unintended consequences. Tit for Tat and a race to the bottom.
Mar 25
8
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Weaponisation of AI (stuck in a prisoner's dilemma)
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WTHIH? March 2024. Fed Agenda & Valuation
This is not a new bull market. Big Tech, Mag 7 and problems ahead.
Mar 21
14
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WTHIH? March 2024. Fed Agenda & Valuation
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Downside at Microsoft
Quality of Earnings, Peter Lynch and Warren Buffet.
Mar 19
15
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Downside at Microsoft
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4
PODCAST: Philo interviewed by Security Analysis
And more content inside. Nasdaq down 1.3% intraday.
Mar 15
2
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PODCAST: Philo interviewed by Security Analysis
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Greater Fool Private Equity
The morphing landscape and its effect on PE sponsors.
Mar 14
9
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Greater Fool Private Equity
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Covid Vaccines & the AI Complex
How did vaccine makers perform? How will AI perform?
Mar 10
4
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Covid Vaccines & the AI Complex
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