Safe Haven Showdown: Why Gold’s 14% Dip Signals Strength While Bitcoin Plummets

2 months ago

In 2026, gold and Bitcoin are showing opposing trajectories after reaching peaks. Gold has corrected by about 14% from its…

Iran’s Strait of Hormuz Leverage: Is the Petrodollar System Cracking?

2 months ago

Analysis and summary based on the article "The Iran War Is Exposing the Petrodollar While Boosting the Yuan" by Eric…

Strait of Hormuz Showdown: Vahidi’s IRGC Undermines Diplomatic Overtures to US

2 months ago

Islamic Revolutionary Guards Corps (IRGC) Commander Major General Ahmad Vahidi and his inner circle appear to have recently consolidated control…

Evaluation of the Dynamics of Strategic “Backfires” and Liquidity Contagion following the “True Due Diligence” of Banks (JPM, Goldman, Barclays)

2 months ago

Our multi-model analysis confirms a structural break in Private Credit (PC). The increase in rates on bank credit lines (warehouse…

Post-restructuring cash flows of Altice France (SFR Group)

2 months ago

Following the restructuring of Altice France (SFR Group), effective October 1, 2025 (Q3 2025 pro forma presentation), consolidated net debt…

Hamza Lemssouguer, 35, is shaking up the London finance scene with his big short bets

2 months ago

Hamza Lemssouguer's Arini Capital fund, launched in 2022 with $1.3 billion and reaching $20 billion in assets under management, is…

Analyse multi-facteurs de la dynamique des titres Carrefour (CA.PA). Découplage hydrocarbures vs risque systémique de Supply-Chain

2 months ago

Le marché observe une anomalie : le Gasoil baisse, ce qui devrait favoriser les marges des distributeurs, mais Carrefour sous-performe…

Commoditization of living space via tokenization, the reduction of physical fuel demand, and the migration towards “non-seizable” or fractional assets

2 months ago

1. Smart City Thematic ETFs: An Already Mature Vector for Institutional Investment Smart City ETFs are a mature investment vehicle…

Discrete Accumulation on Smart City ETFs (GRN/CITIES) and Correlation with Oil Demand Destruction

2 months ago

"The market is not content with betting on the end of the automobile; it is actively financing its replacement infrastructure."…

Les ETFs thématiques “Infrastructures vertes” (ou green infrastructure)

2 months ago

Les ETFs thématiques "Infrastructures vertes" (ou green infrastructure) investissent dans les entreprises impliquées dans la production, le transport, le stockage…