Opportunities and Oklo-sions

Opportunities and Oklo-sions

The gas turbine industry, currently controlled by an oligopoly of three companies (Japan’s MHI, Germany’s Siemens, and America’s GE Vernova), is experiencing a new golden age due to a significant increase in demand generated by the AI...
BEV, MHEV, or ICE? That is the question

BEV, MHEV, or ICE? That is the question

The title might make you think we are talking about the dilemma of choosing the right cocktail, but we are actually talking about mobility. On May 5, in our In-Depth Analysis, we tried to outline the scenario of applying tariffs to the electric car sector, while on...
Private debt/credit in the US

Private debt/credit in the US

While US insurance companies have been investing in private credit since 2009, S&P is sounding the alarm about the risks of this asset class, which has experienced rapid growth aided by falling interest rates. However, it is not just the dynamics of interest rates...
“Gold, gold, gold!”

“Gold, gold, gold!”

The single entitled “Oro,” released in 1984, is perhaps Mango’s first real hit and could be the soundtrack to these days. Blogs and newspapers are now talking about nothing else: the new highs of gold, which has exceeded the psychological threshold of $4,000 per...