Nuclear power: let’s start talking about it

Nuclear power: let’s start talking about it

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...
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...