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Analyse de marchéAnalyse de marché
The Stagnant Reality: Annual Revisions Hide Deep US Labor Market Contraction
The US labor market appears stagnant. Job creation in April was 115,000, following 185,000 in March and a 156,000 loss in February. However, these figures should be viewed cautiously due to annual restatements that typically eliminate 0.8-1.2 million jobs, equivalent to about 100,000 in average monthly additions historically. This pattern often creates an illusion…
mai 10, 20260Comments
Chroniques juridiques
Stochastic Modeling of the Impact of Pillar Two (OECD) on Tax Engineering and the Valuation of Tokenized Carbon Investments (TCC): Correlation Analysis Between STEELLDY’s CCQI Index and the Risk-Adjusted Tax Performance of TCCs in French Jurisdiction
The impact of the Pillar Two international tax regime (OECD) on the valuation and structuring of tokenized carbon credit (TCC) investments, particularly in France. (A) Structural effect of Pillar Two on the taxation of TCCs ¤ Pillar Two imposes a minimum effective rate of 15% on the profits of multinational corporations, neutralizing tax optimization…
mai 10, 20260Comments
Chroniques juridiques
Modeling of « TEnergies' » profit shifting anomalies via the Geneva hub through the lens of GloBE rules (Pillar Two)
Multi-model analysis of regulatory and OSINT data confirms with 99.4% confidence that TEnergies utilizes a complex tax optimization structure centered on its Geneva trading subsidiary. This structure uses the "Rest of the World" category in tax reports as a proxy for low-tax jurisdictions, primarily Switzerland. The implementation of the OECD Pillar Two GloBE rules,…
mai 9, 20260Comments
DécarbonisationDécarbonisation Transition énergétiqueTransition énergétique
Pillar Two’s Silent Killer: How GloBE Rules Decimate Tax Benefits for Tokenized Carbon Credits
The widespread implementation of OECD Pillar Two (GloBE rules) starting in fiscal year 2024-2025 fundamentally alters the economics of tokenized carbon credit investment. This analysis, based on quantitative modeling and international tax doctrine, demonstrates three key effects: Pillar Two erodes the tax value of tokenized carbon credits by neutralizing non-refundable tax credits and ESG incentives…
mai 9, 20260Comments
Analyse de marchéAnalyse de marché
Ray Dalio Ups Gold Allocation Forecast Amid Dollar Devaluation and Global Crisis Fears
Gold Is Moving Back to the Center of Finance By Peter Reagan Gold is reasserting itself in finance, moving from an "alternative asset" category to a core holding, driven by recent economic instability. Historically, institutional investors focused mainly on corporate profits and debt, viewing gold skeptically. However, the pandemic-era lockdowns, subsequent inflation, and the significant…
mai 6, 20260Comments
Cryptos
Bitcoin : Expansion Post-Stabilisation & Breakeven Battlefield
The Glassnode "Expansion, Breakdown, Stabilization" framework identifies a mature stabilization phase with volatility-adjusted support built around ~$74,000 and confluent resistance at $80,000–$83,000. This $78K–$83K zone constitutes the "Breakeven Battlefield" where the following overlap: (i) the STH Cost Basis at $78,700 (v5.0), (ii) the True Market Mean Price at ~$81,500 (v3.0), and (iii) the ETF Cost…
mai 5, 20260Comments