Technological revolutions are not equal as investment themes; they are equal as cost curves. Three curves are collapsing simultaneously in 2026-2030, the cost of AI inference, the cost of physical action (humanoid robotics and logistics), and the cost of biological reading/writing (sequencing, synthesis), and their intersection is creating the markets of the decade: instrumented smart…
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Why Traditional Property Valuations Fail in the Age of Tokenized Real Estate
Traditional real estate valuation methods, including hedonic OLS regression and aggregated spatial medians, suffer from structural methodological…
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Immobilier à l’horizon 2036, la transparence fiscale va rebattre les cartes de l’investissement
Le Pilier 2 de l’OCDE instaure un taux minimum mondial d’imposition de…
Rent gap, le signal clé pour anticiper la future rentification immobilière
Le "rent gap" (Smith, 1979) désigne l’écart entre la rente foncière capitalisée,…
US Gold Revaluation Odds Surge Above 50% as Debt Market Pressure Mounts
Ronnie Stöferle, managing partner at Incrementum AG and co-author of the annual…
