The Philosopher Investor
DanielMarkets since 2014. Built AI-powered systems to identify mispricings before the crowd sees them. Stoic philosophy keeps me disciplined. Weekly trade ideas.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 93 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||
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philosopherinvestor.substack.comLatest Issues
The Top Got Postponed.
Hello my friends,
I have been cautious for weeks, and I still hold the heaviest cash position of my year. But the job every weekend is to read the tape without my bias, and this week the tape moved, meaningfully and mostly in one direction...
The Market Hit New Highs. Most Stocks Didn't Move.
Hello my friends,
Still the most defensive I have been all year, and the tape this week did nothing to change my mind. The S&P pressed to new highs while the median stock sat dead, the rally is a handful of mega-cap names and a flat field...
I've been writing in the dark — help me fix that
Hey,
The Philosopher Investor just crossed 785 subscribers this month. That’s wild, and slightly terrifying.
Here’s my honest problem: every week, I write assuming I know what you actually want to read. But I’m guessing.
12 questions. 4...
The Bond Market Just Caught Up to the Stock Market
Hello my friends,
Another instructive week, with Trump’s visit to China. Honestly, I expected much more from this meeting. With every major US decision-maker on the plane, every CEO of the biggest companies, Elon Musk, the whole dream team...
The Market Looks Fine. That’s the Problem.
Hello my friends,
Markets keep grinding higher. You can have plenty of opinions about valuations, about whether this rally can keep running. My honest take: we are probably closer to a local top than most people want to admit. Could it pus...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Markets since 2014. Built AI-powered systems to identify mispricings before the crowd sees them. Stoic philosophy keeps me disciplined. Weekly trade ideas.
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