tangible assets

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…

2 semaines ago

Systemic Revaluation of Tangible Assets: Why Gold and Gold Miners Dominate the Market (« The Great Rotation into Reality »)

The current outperformance of gold (XAU) and mining stocks over the rest of the market (especially technology) is not a…

3 mois ago

Critical Analysis of the Gold‑Bitcoin Thesis: Orchestrated Decorrelation Strategy

[1] The note outlines a macro strategy linking (i) Gold, (ii) Bitcoin (BTC) and (iii) Capital Rotation. [2] Gold at…

8 mois ago