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10 October 2025
AI Capex, An Accident Waiting To Happen But Not Just Yet
While Gafam players essentially fund the AI craze through their abundant cash flows, the ecosystem...
03 October 2025
ICE + H-1B Economics Will Test European Companies Too
Here is an arbitrary list of European issuers which must be scratching their heads about what to do ...
19 September 2025
V8 + PHEV = Auto’ Oxygen (For Now)
Do we feel an urge to test the sector again?
12 September 2025
European Holdcos Also Benefit From The 'Risk On' Mood
While average numbers are not always useful, it is worth mentioning that out of the 20 HoldCos und...
05 September 2025
Bleak Medtech Future
Medtechs are going nowhere. The post Covid darlings are no longer much in demand.
29 August 2025
Peak Banks?
Will be wise for a degree of profit-taking?
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