by info@responsa.ch | Jul 18, 2025 | Insights
“What do you say Jacob, will the next bubble be green?” This is one of the final lines of the movie Wall Street – Money Never Sleeps. Since the last major financial crisis of 2008-2011 many have tried to grapple with the prediction of the next bubble, and as...
by info@responsa.ch | Jul 11, 2025 | Insights
We covered the topic of copper in our March 24, 2025 in-depth review. Now that the red metal has touched new and unexplored price heights we wish to give an update on the situation.Of course, we confirm what we wrote previously and indeed invite you to go and read or...
by info@responsa.ch | Jul 4, 2025 | Insights
Despite the recent jaw-dropping performance of the yellow metal, we want to try to understand why gold might continue to rise, at least for one more year. We provided some data on the gold market in our in-depth report on May 9. In the present report we want to try to...
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...
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