Viewing profile — philoinvestor

Building this web app for traders, at the moment. Joining the waitlist here will get you free trial access at launch. The landing page explains what the software will do, but there…

I released my piece Dump Your Crypto (the sequel) from the paywall. The first one nailed the top in the Crypto cycle in October 2021. This one isn't going too bad either.

Use this as a blueprint for markets going forward Using George Soros's work and theories in financial markets, and after studying him for 20 years, I designed two boom/bust cycles …

Beautiful!

In the past 10 years, Microsoft quality of earnings has dropped as the company became more capital intensive. As of 2023, it changed its accounting for capex from a useful life of …

I found this interesting. Microsoft added $3.7bln in EBIT last year from this accounting change. They now say their servers and network equipment have a useful life of six years. D…

Globalisation is good, as long as it works for the West. Globalisation is bad and should be prevented when globalisation doesn't work for the West.

I first invested in AAPL late 2013, but I wouldn't touch the stock here. I expand on my thoughts in this piece: https://www.philoinvestor.com/p/downside-at-apple-a-10x-in-1... They…