Documenté par la recherche académique depuis 1987 (Northcraft & Neale, Organizational Behavior and Human Decision Processes), les professionnels de l'immobilier sont sujets à un biais d'ancrage massif | un indice…
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The semiconductor memory industry (MU/Samsung/SK Hynix oligopoly controlling >95% of DRAM/HBM) is in a structural supercycle driven by AI data center demand (hyperscalers investing over $300 billion by 2026).…
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The yield on the French 30-year OAT bond reached ~4.73% on July 22, 2026, the highest level since the 2008 Global Financial Crisis and Eurozone Debt Crisis. This level…
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The silver deficit is intensifying, with demand exceeding supply for the sixth consecutive year. According to the Silver Institute, the global market is expected to face a supply deficit…
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The deficit in silver supply is expected to persist after 2026, though its intensity may gradually diminish. @METALOCUS forecasts a slow reduction of the imbalance, but warns that a…
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The TRY is no longer a currency; it is an Exotic Option on Credibility. Traditional analysis (GDP, balance of payments) is obsolete. Our framework, based on M. theory and…
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Executive Summary
The July 14, 2026 announcement of a $1 billion vehicle linking IM8 (co-founded by David Beckham & Danny Yeung, subsidiary of Prenetics NASDAQ:PRE) to General Catalyst's Customer…
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Over several weeks, financial markets have gradually become convinced that the crisis in the Strait of Hormuz is in the past. Each encouraging statement from the White House is…
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On 20 July 2026, the KOSPI experienced a sharp deleveraging event, with the index falling over 4% intraday to close near 6,516. Key stocks Samsung Electronics and SK Hynix…
Fidelity predicts the return of a bull market for gold in 2027. According to Ian Samson, manager of multi-asset portfolios at Fidelity International, the key trends that drove gold to…