AI, AI, AI

AI, AI, AI

By now, news about artificial intelligence (AI) comes out on a daily if not intra-daily basis: a signal that it is indeed a topic of interest as well as a leading investment topic. However, we believe that few news stories are noteworthy at least from a financial...
Section 899

Section 899

There is some alarm brewing among non-U.S. investors about their allocations in the U.S. capital market. Trump’s Big Beautiful Bill (BBB) contains-in its ill-counted 1,000 pages-Section 899, passed last week by the House of Representatives which would allow the...
Some updates on the crypto front

Some updates on the crypto front

In the past two weeks some news items have significantly impacted, in our view, the world of cryptocurrencies and digital assets in general. They are important because they concern two primary players in this universe: Coinbase and Solana; an exchange and a...
Water as an investment

Water as an investment

Together with electricity, water can be considered the most important commodity we have: and unfortunately we have very little of it. Approximately 70% of the earth’s surface is covered by water, but over 97% is salt water. Salt water cannot be used for...
Physical gold and digital gold

Physical gold and digital gold

For at least a year now, gold has become a major investment theme in the world. The unbelievable increase in its price (see Figure 1) testifies to a real rush to grab gold either through direct purchases of physical gold or through financial instruments that peg their...