Insights

Opening Pandora’s box.

Thoughts of the Week Pandora is the first woman on earth, according to Greek mythology. She was created by Zeus, after Prometheus stole the fire from heaven and gave it to mortals. Pandora was given...

Dire Straits – Money for Nothing

Thoughts of the Week In 1985, one of the top hits globally was the “Money for Nothing” song by Dire Straits. I made the connection when I started thinking by the dire situation at the...

Pick your 2026 crisis : AI bubble – Financial crisis – Energy shock

Thoughts of the Week Just two and a half months into the new year and they already feel like eternity. The markets kicked-off with enthusiasm for the European Renaissance and the potentially new Emerging Markets...

Markets move up by the stairs, and down by the lift.

Thoughts of the Week I do not own the intellectual property of this phrase, but it perfectly fits the current period. In just a few days, European equities lost more than 6%, erasing all gains...

Spring is here !

Thoughts of the Week It took a lot of back-and-forth before finally deciding to avoid any visual reference to the horrible Middle East situation. By now, your brain has already been bombarded (pun intended) by...

AI: The Beauty and the Beast

Thoughts of the Week Writing this newsletter on Valentine’s day I can’t help thinking of romance. Maybe the huge Superbowl sign “The only thing stronger than hate is love” in an event which made President...

The AI paradox.

Thoughts of the Week Not a week passes without AI dominating the news. And this is normal, as many analysts have expressed the view that the impact of the AI revolution on the everyday life...

Precious metals crashed. What happens next?

Thoughts of the Week A volatile week finished with a bang. An engineer by education, I cannot help it thinking about tipping points of unstable structures or systems. There is the amazing concept of entropy,...

TACO time (… again) !

Thoughts of the Week The Americans love acronyms and last year they came up with TACO: Trump Always Chickens Out. This was dubbed after a severe sell-off in US financial assets caused panic among his...

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