Analysis: Must Read

Crypto: The Trump administration's well-stocked wallets - Crypto Recap

As Donald Trump surrounds himself with his team in his executive cabinet, one detail doesn't go unnoticed: many of his staff are cryptocurrency enthusiasts. With wallets well-stocked with bitcoins,...

Gold: Why does the negative correlation with real rates no longer work?

Gold has set a string of record highs in recent months, despite the rise in real interest rates, which historically put the yellow metal at a disadvantage. Between geopolitical uncertainty and central...

Voyager Technologies to infinity and the IPO

American space and defense technology company Voyager Technologies recently filed a confidential application for an initial public offering in the United States. This marks a significant step for the...

ASML VS ASM International: what's the difference?

In the particularly complex world of semiconductors, ASML and ASM International are two of the most strategic companies on the European technology market. The former weighs ten times more than the...

Why are US developers struggling since the Fed started cutting rates?

The single-family home construction sector has been one of the worst performers on the US stock market over the last six months. This trend may seem counter-intuitive, as it coincides with the Fed's...

European equities: Why is the valuation discount a problem?

It's no news that European equities are outperforming their American peers. Financial professionals have published countless charts on the subject. And companies on the Old Continent are paying the...

Trump Trades Volume 2

The pro-business president and friend of stock market traders has just entered the White House. This is an opportunity to examine the Trump Trades for the second time since his election on November 6....

Trump launches his crypto, new bitcoin record

Today, Donald Trump will be officially inaugurated as the 47th President of the United States. His vocal support for crypto-currencies has ignited the market for these notoriously volatile assets. A...

ABC of financial analysis: The value of dividends

John Davison Rockefeller once famously declared that receiving dividends was the only thing that really gave him pleasure in life.

Why President Trump will be more pragmatic than candidate Trump

Since his first presidency, Donald Trump has always kept a close eye on stock market index levels, making them a barometer of his actions. This concern should encourage him to be pragmatic in his...

Terry Smith's portfolio for 2025

Nicknamed the English Warren Buffett, Terry Smith recently published his letter to shareholders for 2024. He looks back on his decisions for 2024 and gives us his vision of the markets as we enter...

Commodities, neurotech and AI: How far will Tether go? - Crypto Recap

Tether, the undisputed leader in stablecoins with its USDT, is now exploring horizons beyond cryptocurrencies, notably in commodities and emerging technologies. Backed by exceptional profitability and...

FTAI Aviation: Muddy Waters activist fund makes serious accusations

Muddy Waters Research, a recognized player in the field of financial research, recently shook up the market by taking a short position on FTAI Aviation Ltd. This move led to an immediate drop in the...

US interest rates: Why is the 5% threshold causing stocks to tremble?

Since the Fed began its rate-cutting cycle last September, rates have risen steadily, approaching 5%. A painful level for equity markets. Between the pace of growth, inflation and the abysmal deficit,...

ABC of financial analysis: The six categories of listed companies

Like any buyer in any market, an investor needs to know how to identify the type of commodity being offered. In this case, shares - in other words, the piecemeal ownership of publicly traded...

What's the current state of the bubble?

Throughout the ages, speculative bubbles have destabilized financial markets, sometimes in the most dazzling forms, often at the cost of grave consequences. Today, one question is on every investor's...

Ethereum: The blockchain enters a new dimension in 2025 - Crypto Recap

What if ether was about to take off? With decisive updates such as Dencun and Pectra, Ethereum is equipping itself to meet the needs of the crypto sphere. Enhanced scalability, optimized staking and...

Emerging markets and their difficult monetary equation

In the past, developing countries preferred to borrow in US dollars, to finance their imports and major infrastructure projects, which were generally entrusted to Western groups.

Humanoid robots: From science fiction to economic reality

Humanoid robots, long confined to science fiction stories, are now at the heart of a technological revolution thanks to advances in artificial intelligence . These machines, capable of learning and...