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Analyse de marchéAnalyse de marché
Конец нефтяной ренты: выдержат ли экономики экспортёров переход к новой энергетике?
"The sooner we get our energy from anything besides oil, the better chance we have of not exterminating ourselves. I doubt the species lives long enough to die from climate change. That's what I think." Season 1, Episode 7 "Lioness" Выражение «избавиться от нефти» вводит в заблуждение: «рынки» перераспределяют капитал в зависимости от изменения доходности…
5 days ago0Comments
Analyse de marchéAnalyse de marché
Beyond the Petrodollar: The Hidden Signals Reshaping Gold Markets
The dominant source remains macro-narrative, but quantitative trading requires microstructure layers missing from the "petrodollar → gold" narrative. Since May 2026, vessels, including VLCCs and LNG carriers, have switched off AIS transponders to cross the Strait of Hormuz in small groups, sometimes under |...| coordination; by August 2026, 62% of tanker crossings occurred with AIS…
10/19/20260Comments
Close-up of a modern humanoid robot with glowing blue lights and futuristic design.
lntélligence artificielle
AI, Robotics, Biotech (MANBRIC), Smart Cities Convergence: The 2026–2035 Supercycle of Capital Allocation
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…
10/18/20260Comments
Stunning aerial view of Jakarta's unique architecture with high-rise buildings and lush surroundings.
Urbanisation
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 weaknesses when applied to tokenized real-world assets (RWA) and Yield Trusts. Under Shapiro-Varian's Information Rules theory, reproducible raw transaction data available at zero marginal cost, such as France's DVF database, converges toward zero market value. Moreover, raw DVF…
10/18/20260Comments
lntélligence artificielle
The AI Funding Race: How Global Savings Are Powering America’s Tech Boom
The restructuring of the global economy to finance the AI capital shortfall rests on recycling Asian savings, mobilizing new investors, and transforming cash flows into investable assets. First, the AI boom generates liquidity in South Korea and Taiwan, part of which flows into dollar-denominated assets and indirectly supports investment by US hyperscalers. Taiwan’s current…
10/16/20260Comments