The structural relationship between gold and US real rates has broken since 2022. Previously, gold moved inversely to real rates;…
Thesis. Not all technological revolutions are equal as investment themes, they are equal as cost curves. Three curves collapse simultaneously…
En 2024, les actifs dématérialisés ont connu une augmentation presque triplée, atteignant une valeur de 7,9 milliards de dollars.…