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US Earnings Growth Remains Highly Concentrated

Just two stocks are single-handedly driving earnings growth estimates.

Pizza, skyscrapers, underwear… what are alternative stockmarket indicators really worth?

When traditional economic indicators become unreadable, some investors look for signals elsewhere. Satellites, cardboard boxes… or sales of pizzas and underwear: these alternative indicators...

Weekly Earnings Calendar: Tesla, L'Oréal, Thales and Nestlé in Focus

Welcome to the corporate earnings calendar for the week of April 20 to 24, 2026. Key highlights this week include financial results from Tesla, L'Oréal, Nestlé, Boeing, Sanofi, and Intel.

The Week's Best Reads: Mythomaniacs, Mythophiles and Mythologies

Does Anthropic's new AI pose a threat to the world, and if so, how should this headlong rush be managed? Throw in Ralph Lauren, Macintoshes, geopolitics, and a few existential questions, and you have...

Future US nuclear reactors to be backed by federal loans

The initial wave of new nuclear reactor projects in the United States is expected to receive direct state financial support through federal loans, as part of a strategy aimed at a long-term revival of...

Israel and Lebanon reach ten-day truce under US mediation

A temporary ten-day ceasefire between Israel and Lebanon, announced by Donald Trump, offers a prospect of de-escalation in a region marked by high tensions, with the stated objective of reviving...

Market Odds and Ends: Poland now holds more gold than the ECB

Record gold accumulation in Poland, Taiwan overtaking London, persistent oil tensions and a retreating dollar: a look back at the movements shaking the markets.

Jerome Powell's Succession: A Process Far From Completion

Kevin Warsh's Senate confirmation hearing is scheduled for next week, but a Republican senator remains in a position to stall the proceedings.

Siemens Energy: An overpriced success story?

Born from the spin-off of the Siemens conglomerate, Siemens Energy has emerged as one of the most compelling European equity stories in recent years. Driven by the energy transition and the surge in...

Millennium Management: $84bn Set to Conquer Europe

In a previous piece, I explained the mechanics of a hedge fund. Now, welcome to Episode 1 of this series. $84bn in assets, 330 trading teams, 13 million orders per day. Founded in 1989 by Izzy...

Despite Conflicts, Global Tourism Hits Historic Record in 2025

The sector confirms its role as a primary engine of global growth, driven by a robust recovery and contrasting regional dynamics.

China's winning bet in times of crisis

While the West struggles to manage the Middle East crisis, Beijing sees an opportunity to assert its leadership status. Surging crude prices are accelerating the transition towards green energy, a...

Tax Cuts to Counter Slumping Poll Numbers

With the midterm elections just months away, the Trump administration is attempting to pivot its messaging back to tax cuts.

Dividends: Debunking the myths! (2/3)

With every announcement, dividends spark controversy. Yet, they are far from the gift to shareholders that many perceive them to be. Here, in our three-part series, we explain why, in this second...

Dividends: Debunking the myths! (3/3)

With every announcement, dividends spark controversy. Yet, they are far from the gift to the shareholder that many believe them to be. We explain why in our three-part series. Today, the third...

Weekly Earnings Calendar: JPMorgan and Netflix in the US, LVMH and ASML in Europe,

Welcome to the corporate earnings calendar for the week of April 13 to 17, 2026. Key highlights this week include financial releases from Netflix, ASML, and Goldman Sachs, LVMH, JPMorgan Chase,...

Small Drones and Big Disruptions

Conflicts between major powers have been primarily characterized by deterrence for several decades. Asymmetric warfare, however, is profoundly transforming the nature of combat in the 21st century.

AI Hits the Electric Wall: Three Winners Benefiting from the Crunch

For a long time, the narrative surrounding artificial intelligence was one of chips, algorithms, and venture capital. But as massive computing campuses sprout up from the ground, a different reality...

Bitcoin's Creator Finally Unmasked?

An investigation by The New York Times has reignited one of the 21st century's greatest mysteries: the identity of Satoshi Nakamoto. After a 2-year probe, journalist John Carreyrou points to one name:...