Archive - Philoinvestor

An ode to market efficiency, or lack thereof.

14 hrs ago

0:58

Petrobras Spaces from Summer '23

Calvin Froedge, Giro Lino etc.

Dec 18

2:41:13

💥DUMP YOUR CRYPTO 2.0💥

Saylor's Cryptonite. Nailed the top in late '21, will do the same now.

Dec 14

Ball Corporation

The largest aluminium packaging company in the world.

Dec 9

What is Content?

Philoinvestor has >10,000 followers across Substack and X — others have 500,000 in much less time.

Dec 5

1:12

Europe stopped dreaming

Listen now | "No man is an island"

Dec 4

3:53

November 2024

The Bessent Pipe Dream

What would Frédéric Bastiat do?

Nov 27

Microstrategy, Bitcoin & Strange Attractors

Listen now | A Sorosian take on the MSTR/BTC short circuit.

Nov 19

4:41

Klendathu & Philo on Netflix, streamers, distribution etc.

From September 14th, 2023. NFLX, PARA, DIS, WBD, CHTR, CMCSA etc.

Nov 18

1:54:05

Trump + AI = Trump Trap?

Issue #9. Post-Trump election moves and more AI Hype.

Nov 18

Palantir & Excessive Market Phenomena

A sequel to "Broken Markets" etc.

Nov 16

2:29

Top-Down Trump & Pushbacks

Markets are adopting a one-sided thesis. But there are risks.

Nov 14

3:17

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