by info@responsa.ch | Jun 27, 2025 | Insights
Westinghouse, headquartered in Pennsylvania and jointly owned by private equity group Brookfield and uranium miner Cameco, could not have hoped for anything better than an executive order from the US president to build 10 nuclear reactors in the US with the stated aim...
by info@responsa.ch | Jun 13, 2025 | Insights
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...
by info@responsa.ch | Jun 5, 2025 | Insights
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...
by info@responsa.ch | May 30, 2025 | Insights
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...
by info@responsa.ch | May 23, 2025 | Insights
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...
by info@responsa.ch | May 16, 2025 | Insights
Royalties are payments made by one party (Operating Entity) to another party (Owning Entity) that generates value (whether a tangible or intangible asset) in exchange for the exploitation of this asset (see Figure 1).Figure 1. Royalties: payment scheme. An investor...
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