Philip Pilkington (@philippilk) / X

Philip Pilkington

28K posts

Philip Pilkington

@philippilk

Macroeconomist/investment professional. Author: The Collapse of Global Liberalism. Host of the Multipolarity podcast, @MultipolarPod.

tinyurl.com/CollapseofGlob…

Joined August 2021

Pinned
Philip Pilkington
@philippilk
21h
When discussing dedollarisation the amateur looks at central bank reserve holdings. But these are a backward-looking indicator - real heads know where to really look to understand what is going on. My latest for @MultipolarPod Substack. Link in comment below. 🔗👇
6.1K
Philip Pilkington
@philippilk
Jan 24, 2025
This is what makes the DeepSeek thing so funny. A bunch of grifters have been selling AI secret sauce for years - spooky mystery juice that could never be fully explained. Now a bunch of young guys just wrote a good algo, published it, and the circus tent burned down. 🤖
Shang Yang
@ShangYang2
Jan 24, 2025
Replying to @philippilk
But it's open source. Everyone can have a look under the hood
1.1M
Philip Pilkington
@philippilk
Jul 21, 2025
Watching Tucker take this fake German journalist apart over Nordstream and Germany being a humiliated vassal is one of the cringiest things I’ve ever watched. But it tells you where Germany is as a country right now. Very sad. 🇩🇪📉
00:00
1.1M
Philip Pilkington
@philippilk
Aug 17, 2025
From Dan Wang’s new book. Interesting thesis. Engineers do tend to think in terms of solving problems. Lawyers profit when there are unsolvable problems. 🇨🇳
3.5M
Philip Pilkington
@philippilk
Jan 24, 2025
Maybe, hear me out here, AI was massively overhyped because NVIDIA is one the last remaining viable American hardware companies and Deepseek is just exposing the whole sector as a giant bubble full of capital misallocation and overinvestment. 🤔
947K
Philip Pilkington
@philippilk
Aug 19, 2024
Yikes. Rapes are up around 600% in Britain in the past 20 years and over 400% in the last 10 years. Very strange to me that this isn’t considered a major crisis by the authorities. 🇬🇧
Philip Pilkington
@philippilk
Aug 19, 2024
63% increase in rapes in the UK over a five year period. That’s pretty grim. Looks like Britain is becoming a pretty unsafe place. Now the rape capital of Europe by a sizeable margin. 🇬🇧
609K
Philip Pilkington
@philippilk
Jul 7, 2025
1/ Everything is NOT going according to plan in Milei’s Argentina. The trade deficit is reopening, the peso is once more starting to collapse and is being propped up with an IMF loan. This was obviously going to happen to anyone familiar with the Argentinean economy. 🇦🇷🧵
704K
Philip Pilkington
@philippilk
Sep 27, 2022
1/ Now that the Nordstream pipelines are gone it's worth thinking about how a deindustrialisation of Europe via permantly high energy prices. 🧵
Philip Pilkington
@philippilk
Jan 24, 2025
The responses to this have been nuts. There are apparently a ton of AI hype-beasts on Twitter who have literally no idea what to do now that a few underfunded Chinese guys blew up their collective grift. Their response is now that DeepSeek is some sort of CCCP psyop. 🥴😵‍💫
Philip Pilkington
@philippilk
Jan 24, 2025
Maybe, hear me out here, AI was massively overhyped because NVIDIA is one the last remaining viable American hardware companies and Deepseek is just exposing the whole sector as a giant bubble full of capital misallocation and overinvestment. 🤔
208K
Philip Pilkington
@philippilk
Nov 25, 2022
1/ The economic collapse of Poland is going to be one for the ages. The numbers are wild. 🧵
Philip Pilkington
@philippilk
Aug 8, 2024
1/ What Britain is witnessing is the beginning of Dark Blairism. This is the final stage in the collapse of the country. 🇬🇧🪦🧵
845K
Philip Pilkington
@philippilk
Mar 14, 2025
This clown is Europe’s top diplomat. Does she speak like a diplomat? No, @kajakallas speaks like a minor Estonian politician with limited talents who was promoted beyond her station with foreign money. 🇪🇪
162K
Philip Pilkington
@philippilk
Jul 28, 2025
It’s increasingly clear that @vonderleyen is a useful idiot promoted in Europe by the American security establishment. A no-hoper politician, the Americans use her stupidity and war obsessions to take advantage of Europe and rip the continent off. Europe are suckers. 🇪🇺🤖
Alex Christoforou
@AXChristoforou
Jul 28, 2025
Ursula: LNG from the US is more "affordable and better" than pipeline gas from right next door. Europe is being destroyed, and it is deliberate.
00:00
163K
Philip Pilkington
@philippilk
May 19, 2024
1/ Here is a thread on why recent record sales by the Chinese of US Treasuries might be one of the first signs of a major fiscal crisis in the US. There is a lot of confusion about how this would work so let's go through it step by step.
1.5M