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Downside at Palantir
Cult stocks and massive insider selling.
Mar 27
6
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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
14
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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
8
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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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AI and Crypto. Going parabolic, but for how long?
Breakout by Philo, Issue #2
Mar 9
8
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AI and Crypto. Going parabolic, but for how long?
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The AI Twilight Zone
The Semiconductor complex is gapping down, and we still have 3 hours to close.
Mar 8
5
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The AI Twilight Zone
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Is the US military-industrial complex a ponzi?
Military expenditure, John Keynes and NATO. World Domination 101.
Mar 7
5
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Is the US military-industrial complex a ponzi?
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A note on Glencore
Coal mergers, a drop in margins, cyclicality and China... what's the deal with Glencore right now?
Mar 5
9
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A note on Glencore
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February 2024
Downside at Apple. (I wouldn't touch this here)
“I think the iPhone is the best consumer product ever. That's what I feel about it. And it's become so integrated and integral to our lives, you…
Feb 24
19
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Downside at Apple. (I wouldn't touch this here)
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